SUSB vs. NEAR
SUSB (iShares ESG 1-5 Year USD Corporate Bond ETF) and NEAR (iShares Short Duration Bond Active ETF) are both exchange-traded funds - SUSB is a Corporate Bonds fund tracking the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index, while NEAR is a Short-Term Bond fund actively managed by iShares. SUSB is passively managed, while NEAR is actively managed. Over the past 5 years, SUSB returned 2.20%/yr vs 3.86%/yr for NEAR. A 0.52 correlation means they provide meaningful diversification when combined. SUSB charges 0.12%/yr vs 0.25%/yr for NEAR.
Performance
SUSB vs. NEAR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUSB achieves a 0.57% return, which is significantly lower than NEAR's 0.73% return.
SUSB
- 1D
- -0.08%
- 1M
- 0.22%
- YTD
- 0.57%
- 6M
- 0.92%
- 1Y
- 4.51%
- 3Y*
- 5.45%
- 5Y*
- 2.20%
- 10Y*
- —
NEAR
- 1D
- 0.00%
- 1M
- 0.20%
- YTD
- 0.73%
- 6M
- 1.15%
- 1Y
- 4.31%
- 3Y*
- 5.64%
- 5Y*
- 3.86%
- 10Y*
- 2.85%
SUSB vs. NEAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 0.57% | 6.81% | 4.83% | 5.98% | -5.72% | -0.76% | 4.96% | 7.02% | 0.54% | 0.28% |
NEAR iShares Short Duration Bond Active ETF | 0.73% | 5.90% | 5.09% | 7.42% | 0.41% | 0.32% | 1.39% | 3.55% | 1.71% | 0.54% |
Correlation
The correlation between SUSB and NEAR is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 2017 | 0.52 |
Over the past year, SUSB and NEAR have become more correlated (0.88) than their long-term average of 0.52, meaning their price movements have been converging.
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
SUSB vs. NEAR — Risk / Return Rank
SUSB
NEAR
SUSB vs. NEAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) 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.
| SUSB | NEAR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.34 | 3.18 | -0.84 |
Sortino ratioReturn per unit of downside risk | 3.66 | 5.07 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.66 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 3.05 | 3.81 | -0.77 |
Martin ratioReturn relative to average drawdown | 12.47 | 17.49 | -5.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SUSB | NEAR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | 3.18 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 2.90 | -2.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 1.09 | -0.37 |
Drawdowns
SUSB vs. NEAR - Drawdown Comparison
The maximum SUSB drawdown since its inception was -13.25%, which is greater than NEAR's maximum drawdown of -9.61%. Use the drawdown chart below to compare losses from any high point for SUSB and NEAR.
Loading charts...
Drawdown Indicators
| SUSB | NEAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.25% | -9.61% | -3.64% |
Max Drawdown (1Y)Largest decline over 1 year | -1.49% | -1.13% | -0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -1.49% | -1.16% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -9.57% | -1.32% | -8.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.61% | — |
Current DrawdownCurrent decline from peak | -0.35% | -0.09% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -0.16% | -1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 0.25% | +0.11% |
Volatility
SUSB vs. NEAR - Volatility Comparison
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) has a higher volatility of 0.64% compared to iShares Short Duration Bond Active ETF (NEAR) at 0.37%. This indicates that SUSB'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
| SUSB | NEAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.64% | 0.37% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 1.00% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.93% | 1.36% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 1.34% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.72% | 2.50% | +1.22% |
SUSB vs. NEAR - Expense Ratio Comparison
SUSB has a 0.12% expense ratio, which is lower than NEAR's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
SUSB vs. NEAR - Dividend Comparison
SUSB's dividend yield for the trailing twelve months is around 4.50%, more than NEAR's 4.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAR iShares Short Duration Bond Active ETF | 4.44% | 4.54% | 5.00% | 4.59% | 1.78% | 0.76% | 1.53% | 2.69% | 2.25% | 1.52% | 1.07% | 0.85% |
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 4.50% | 4.40% | 3.81% | 2.81% | 1.74% | 1.30% | 1.91% | 2.83% | 2.61% | 0.96% | 0.00% | 0.00% |
Frequently Asked Questions
SUSB and NEAR have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUSB has higher volatility (0.64%) compared to NEAR (0.37%). In terms of maximum drawdown, SUSB dropped -13.25% vs NEAR's -9.61%.
On 5-year performance, NEAR leads with 3.86% vs 2.20% for SUSB. On fees, SUSB is cheaper at 0.12% per year. On volatility, NEAR has been the lower-risk option at 0.37%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, NEAR has performed better with a 3.86% return vs 2.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SUSB is cheaper with a 0.12% expense ratio, compared with 0.25% for NEAR.
SUSB has the higher dividend yield at 4.50%, compared with 4.44% for NEAR.
SUSB is categorized as Corporate Bonds, while NEAR is Short-Term Bond. Their fees differ too: 0.12% for SUSB and 0.25% for NEAR.
NEAR currently has the higher Sharpe Ratio (3.18 vs 2.34), 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 SUSB 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