SDSI vs. NEAR
SDSI (American Century Short Duration Strategic Income ETF) and NEAR (iShares Short Duration Bond Active ETF) are both Short-Term Bond funds. SDSI is passively managed, while NEAR is actively managed. Over the past 3 years, SDSI returned 5.83%/yr vs 5.41%/yr for NEAR. Their 0.67 correlation means they have sometimes moved together and sometimes differently. SDSI charges 0.33%/yr vs 0.25%/yr for NEAR.
Performance
SDSI vs. NEAR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SDSI achieves a 1.61% return, which is significantly higher than NEAR's 1.02% return.
SDSI
- 1D
- 0.00%
- 1M
- 0.01%
- 6M
- 1.10%
- YTD
- 1.61%
- 1Y
- 4.17%
- 3Y*
- 5.83%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.71%
NEAR
- 1D
- 0.02%
- 1M
- 0.05%
- 6M
- 0.65%
- YTD
- 1.02%
- 1Y
- 3.25%
- 3Y*
- 5.41%
- 5Y*
- 3.91%
- 10Y*
- 2.86%
- ALL TIME*
- 2.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $20.32M | $23.15M | $29.48M | |
| $1.93M | $1.50M | $1.24M |
SDSI vs. NEAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SDSI American Century Short Duration Strategic Income ETF | 1.61% | 6.54% | 5.63% | 5.88% | 1.99% |
NEAR iShares Short Duration Bond Active ETF | 1.02% | 5.90% | 5.09% | 7.42% | 1.11% |
Correlation
The correlation between SDSI and NEAR is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2022 | 0.67 |
The correlation between SDSI and NEAR has been stable across timeframes, ranging from 0.67 to 0.73 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SDSI vs. NEAR — Risk / Return Rank
SDSI
NEAR
SDSI vs. NEAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Short Duration Strategic Income ETF (SDSI) and iShares Short Duration Bond Active ETF (NEAR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SDSI | NEAR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.50 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.85 | 3.04 | +0.81 |
| Martin ratioReturn relative to average drawdown | 17.85 | 13.71 | +4.14 |
Loading charts...
Drawdowns
SDSI vs. NEAR - Drawdown Comparison
The maximum SDSI drawdown since its inception was -1.29%, smaller than the maximum NEAR drawdown of -9.61%. Use the drawdown chart below to compare losses from any high point for SDSI and NEAR.
Loading charts...
Drawdown Indicators
| SDSI | NEAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.29% | -9.61% | +8.32% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -1.13% | -0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -1.29% | -1.16% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | — | -1.32% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.61% | — |
Current DrawdownCurrent decline from peak | -0.06% | 0.00% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -0.24% | -0.16% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 0.25% | 0.00% |
Volatility
SDSI vs. NEAR - Volatility Comparison
American Century Short Duration Strategic Income ETF (SDSI) has a higher volatility of 0.42% compared to iShares Short Duration Bond Active ETF (NEAR) at 0.33%. This indicates that SDSI's price experiences larger fluctuations and is considered to be riskier than NEAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SDSI | NEAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.42% | 0.33% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 1.21% | 1.09% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.59% | 1.38% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.25% | 1.36% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.25% | 2.50% | -0.25% |
SDSI vs. NEAR - Expense Ratio Comparison
SDSI has a 0.33% expense ratio, which is higher than NEAR's 0.25% expense ratio.
Dividends
SDSI vs. NEAR - Dividend Comparison
SDSI's dividend yield for the trailing twelve months is around 4.77%, more than NEAR's 4.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAR iShares Short Duration Bond Active ETF | 4.06% | 4.54% | 5.00% | 4.59% | 1.78% | 0.76% | 1.53% | 2.69% | 2.25% | 1.52% | 1.07% | 0.85% |
SDSI American Century Short Duration Strategic Income ETF | 4.33% | 4.91% | 5.49% | 5.37% | 0.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SDSI and NEAR have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SDSI has higher volatility (0.42%) compared to NEAR (0.33%). In terms of maximum drawdown, SDSI dropped -1.29% vs NEAR's -9.61%.
On 3-year performance, SDSI leads with 5.83% vs 5.41% for NEAR. On fees, NEAR is cheaper at 0.25% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SDSI has performed better with a 5.83% return vs 5.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
NEAR is cheaper with a 0.25% expense ratio, compared with 0.33% for SDSI.
SDSI has the higher dividend yield at 4.33%, compared with 4.06% for NEAR.
They also come from different issuers: American Century and iShares. Their fees differ too: 0.33% for SDSI and 0.25% for NEAR.
SDSI currently has the higher Sharpe Ratio (2.83 vs 2.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SDSI and NEAR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer