BILS vs NEAR

Comparison between SPDR BLOOMBERG 3-12 MONTH T-BILL ETF (BILS, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

5-Year PerformanceNEAR has outperformed BILS, delivering a return of +3.9% compared to +3.2%

BILS vs NEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BILS(ETF)	NEAR(ETF)
Net Assets	$4.10B	$4.20B
Expense Ratio	0.14%	0.25%
Max Drawdown	1.20%	9.68%
Sharpe Ratio	1.17	0.54
5Y Beta	-0.00	0.00
5Y Dividends CAGR	N/A	32.72%

Net Assets

BILS

$4.10B

Winner

NEAR

$4.20B

Expense Ratio

Winner

BILS

0.14%

NEAR

0.25%

Max Drawdown

Winner

BILS

1.20%

NEAR

9.68%

Sharpe Ratio

Winner

BILS

1.17

NEAR

0.54

5Y Beta

Winner

BILS

-0.00

NEAR

0.00

5Y Dividends CAGR

BILS

N/A

NEAR

32.72%

BILS vs NEAR - Historical Returns

Returns include dividend reinvestment.

Period	BILS	NEAR
1 month	+0.30%	+0.34%
3 months	+0.84%	+0.23%
6 months	+1.79%	+1.48%
1 year	+3.98%	+4.55%
5 years(CAGR)	+3.25%	+3.87%
10 years(CAGR)	N/A	+2.86%
Max(CAGR)	+2.89%	+2.44%

BILS

+0.30%

Winner

NEAR

+0.34%

Winner

BILS

+0.84%

NEAR

+0.23%

Winner

BILS

+1.79%

NEAR

+1.48%

BILS

+3.98%

Winner

NEAR

+4.55%

5Y(CAGR)

BILS

+3.25%

Winner

NEAR

+3.87%

10Y(CAGR)

BILS

N/A

NEAR

+2.86%

Max(CAGR)

Winner

BILS

+2.89%

NEAR

+2.44%

BILS vs NEAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BILS	NEAR
2026	+1.16%	+0.68%
2025	+4.19%	+5.96%
2024	+5.15%	+5.16%
2023	+4.92%	+7.44%
2022	+0.91%	+0.43%
2021	-0.08%	+0.34%
2020	+0.00%	+1.39%
2019	N/A	+3.53%
2018	N/A	+1.67%
2017	N/A	+1.43%
2016	N/A	+1.58%
2015	N/A	+0.85%
2014	N/A	+0.59%
2013	N/A	+0.35%

BILS vs NEAR Drawdown Comparison

The maximum drawdown for BILS was -0.41%, occurring on Jun 14, 2022. Recovery took 415 trading sessions.

The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.

The current NEAR drawdown is -0.11%.

Rank	BILS	NEAR
#1	-0.41% Feb 5, 2021 - Sep 29, 2022	-9.61% Mar 5, 2020 - Jul 24, 2020
#2	-0.08% Oct 6, 2022 - Oct 27, 2022	-1.32% Oct 5, 2021 - Dec 19, 2022
#3	-0.07% Mar 17, 2023 - Mar 23, 2023	-1.16% Apr 3, 2025 - Apr 29, 2025
#4	-0.04% Feb 1, 2024 - Feb 7, 2024	-1.13% Feb 27, 2026 - Mar 26, 2026
#5	-0.04% Apr 5, 2023 - Apr 13, 2023	-0.76% Sep 24, 2024 - Dec 4, 2024
#6	-0.04% Mar 13, 2023 - Mar 15, 2023	-0.61% Apr 30, 2025 - Jun 11, 2025
#7	-0.03% Mar 2, 2023 - Mar 9, 2023	-0.58% Mar 27, 2024 - May 3, 2024
#8	-0.03% Apr 8, 2025 - Apr 11, 2025	-0.56% Feb 1, 2024 - Mar 7, 2024
#9	-0.03% Apr 13, 2023 - Apr 19, 2023	-0.46% Mar 8, 2024 - Mar 27, 2024
#10	-0.03% Nov 10, 2022 - Nov 17, 2022	-0.46% Dec 6, 2024 - Jan 8, 2025
#11	-0.03% Oct 28, 2025 - Oct 31, 2025	-0.34% Oct 15, 2014 - Feb 25, 2015
#12	-0.03% Mar 24, 2023 - Mar 30, 2023	-0.30% Nov 3, 2023 - Nov 14, 2023
#13	-0.02% Oct 9, 2020 - Feb 5, 2021	-0.29% May 15, 2024 - Jun 3, 2024
#14	-0.02% Dec 17, 2024 - Dec 19, 2024	-0.25% Dec 7, 2023 - Dec 13, 2023
#15	-0.02% Mar 15, 2023 - Mar 17, 2023	-0.25% Jan 8, 2025 - Jan 15, 2025

Correlation

Correlation between BILS and NEAR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2013 - 2026)

BILS vs NEAR dividend yield comparison.

Year	BILS	NEAR
2026	1.16%	1.40%
2025	4.08%	4.54%
2024	5.01%	5.00%
2023	4.98%	4.59%
2022	1.61%	1.78%
2021	0.00%	0.76%
2020	0.00%	1.53%
2019	0.00%	2.69%
2018	0.00%	2.25%
2017	0.00%	1.52%
2016	0.00%	1.07%
2015	0.00%	0.85%
2014	0.00%	0.85%
2013	0.00%	0.15%