SUSB vs. NEAR
Compare and contrast key facts about iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) and iShares Short Duration Bond Active ETF (NEAR).
SUSB and NEAR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. It was launched on Jul 12, 2017. NEAR is an actively managed fund by iShares. It was launched on Sep 25, 2013.
Performance
SUSB vs. NEAR - Performance Comparison
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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 | 0.04% | 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 | 0.16% | 5.90% | 5.09% | 7.42% | 0.41% | 0.32% | 1.39% | 3.55% | 1.71% | 0.54% |
Returns By Period
In the year-to-date period, SUSB achieves a 0.04% return, which is significantly lower than NEAR's 0.16% return.
SUSB
- 1D
- 0.26%
- 1M
- -0.87%
- YTD
- 0.04%
- 6M
- 1.28%
- 1Y
- 4.85%
- 3Y*
- 5.31%
- 5Y*
- 2.24%
- 10Y*
- —
NEAR
- 1D
- 0.19%
- 1M
- -0.66%
- YTD
- 0.16%
- 6M
- 1.39%
- 1Y
- 4.52%
- 3Y*
- 5.75%
- 5Y*
- 3.77%
- 10Y*
- 2.83%
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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%.
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 | 2.12 | 2.41 | -0.29 |
Sortino ratioReturn per unit of downside risk | 3.09 | 3.59 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.56 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.26 | 3.92 | -0.66 |
Martin ratioReturn relative to average drawdown | 13.63 | 15.25 | -1.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUSB | NEAR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.12 | 2.41 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 2.88 | -2.12 |
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 | 1.08 | -0.36 |
Correlation
The correlation between SUSB and NEAR is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SUSB vs. NEAR - Dividend Comparison
SUSB's dividend yield for the trailing twelve months is around 4.45%, less than NEAR's 4.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF | 4.45% | 4.40% | 3.81% | 2.81% | 1.74% | 1.30% | 1.91% | 2.83% | 2.61% | 0.96% | 0.00% | 0.00% |
NEAR iShares Short Duration Bond Active ETF | 4.51% | 4.54% | 5.00% | 4.59% | 1.78% | 0.76% | 1.53% | 2.69% | 2.25% | 1.52% | 1.07% | 0.85% |
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.
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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% | -1.16% | -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 | -0.87% | -0.66% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -0.16% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 0.30% | +0.06% |
Volatility
SUSB vs. NEAR - Volatility Comparison
iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) has a higher volatility of 0.93% compared to iShares Short Duration Bond Active ETF (NEAR) at 0.62%. 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.
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Volatility by Period
| SUSB | NEAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.93% | 0.62% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 1.35% | 0.93% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.29% | 1.88% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.94% | 1.32% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.75% | 2.49% | +1.26% |