CMF vs NEAR

Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

5-Year PerformanceNEAR has outperformed CMF, delivering a return of +3.9% compared to +0.6%

CMF vs NEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMF(ETF)	NEAR(ETF)
Net Assets	$4.10B	$4.20B
Expense Ratio	0.08%	0.25%
Max Drawdown	22.81%	9.68%
Sharpe Ratio	0.72	0.54
5Y Beta	0.03	0.00
5Y Dividends CAGR	11.08%	32.72%

Net Assets

CMF

$4.10B

Winner

NEAR

$4.20B

Expense Ratio

Winner

CMF

0.08%

NEAR

0.25%

Max Drawdown

CMF

22.81%

Winner

NEAR

9.68%

Sharpe Ratio

Winner

CMF

0.72

NEAR

0.54

5Y Beta

CMF

0.03

Winner

NEAR

0.00

5Y Dividends CAGR

CMF

11.08%

Winner

NEAR

32.72%

CMF vs NEAR - Historical Returns

Returns include dividend reinvestment.

Period	CMF	NEAR
1 month	+0.35%	+0.34%
3 months	-0.46%	+0.23%
6 months	+1.19%	+1.48%
1 year	+6.02%	+4.55%
5 years(CAGR)	+0.64%	+3.87%
10 years(CAGR)	+1.73%	+2.86%
Max(CAGR)	+3.29%	+2.44%

Winner

CMF

+0.35%

NEAR

+0.34%

CMF

-0.46%

Winner

NEAR

+0.23%

CMF

+1.19%

Winner

NEAR

+1.48%

Winner

CMF

+6.02%

NEAR

+4.55%

5Y(CAGR)

CMF

+0.64%

Winner

NEAR

+3.87%

10Y(CAGR)

CMF

+1.73%

Winner

NEAR

+2.86%

Max(CAGR)

Winner

CMF

+3.29%

NEAR

+2.44%

CMF vs NEAR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CMF	NEAR
2026	+0.58%	+0.68%
2025	+3.22%	+5.96%
2024	+1.78%	+5.16%
2023	+5.24%	+7.44%
2022	-8.18%	+0.43%
2021	+0.77%	+0.34%
2020	+4.50%	+1.39%
2019	+7.01%	+3.53%
2018	+0.92%	+1.67%
2017	+4.69%	+1.43%
2016	-0.37%	+1.58%
2015	+3.00%	+0.85%
2014	+10.66%	+0.59%
2013	-3.23%	+0.35%
2012	+7.34%	N/A
2011	+15.75%	N/A
2010	-2.55%	N/A
2009	+8.14%	N/A
2008	+0.64%	N/A
2007	+1.37%	N/A

CMF vs NEAR Drawdown Comparison

The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.

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

The current CMF drawdown is -1.23%. The current NEAR drawdown is -0.11%.

Rank	CMF	NEAR
#1	-16.45% Dec 26, 2014 - Feb 20, 2020	-9.61% Mar 5, 2020 - Jul 24, 2020
#2	-14.57% Mar 9, 2020 - Jul 16, 2020	-1.32% Oct 5, 2021 - Dec 19, 2022
#3	-13.25% May 21, 2008 - Jan 7, 2009	-1.16% Apr 3, 2025 - Apr 29, 2025
#4	-12.46% Aug 3, 2021 - Sep 18, 2025	-1.13% Feb 27, 2026 - Mar 26, 2026
#5	-11.65% Sep 1, 2010 - Aug 2, 2011	-0.76% Sep 24, 2024 - Dec 4, 2024
#6	-10.57% Nov 30, 2012 - Apr 10, 2014	-0.61% Apr 30, 2025 - Jun 11, 2025
#7	-5.15% Jan 22, 2008 - May 21, 2008	-0.58% Mar 27, 2024 - May 3, 2024
#8	-4.75% Apr 27, 2009 - Aug 17, 2009	-0.56% Feb 1, 2024 - Mar 7, 2024
#9	-4.19% Sep 24, 2009 - Apr 27, 2010	-0.46% Mar 8, 2024 - Mar 27, 2024
#10	-3.80% Apr 18, 2012 - Sep 28, 2012	-0.46% Dec 6, 2024 - Jan 8, 2025
#11	-3.05% Jan 14, 2009 - Feb 9, 2009	-0.34% Oct 15, 2014 - Feb 25, 2015
#12	-2.91% Feb 27, 2026 - Mar 24, 2026	-0.30% Nov 3, 2023 - Nov 14, 2023
#13	-2.89% Sep 22, 2011 - Dec 8, 2011	-0.29% May 15, 2024 - Jun 3, 2024
#14	-2.72% Feb 11, 2009 - Mar 24, 2009	-0.25% Dec 7, 2023 - Dec 13, 2023
#15	-2.18% Feb 12, 2021 - Jun 11, 2021	-0.25% Jan 8, 2025 - Jan 15, 2025

Correlation

Correlation between CMF and NEAR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2007 - 2026)

CMF vs NEAR dividend yield comparison.

Year	CMF	NEAR
2026	0.98%	1.40%
2025	2.94%	4.54%
2024	2.78%	5.00%
2023	2.29%	4.59%
2022	1.91%	1.78%
2021	1.58%	0.76%
2020	1.80%	1.53%
2019	2.03%	2.69%
2018	2.17%	2.25%
2017	2.09%	1.52%
2016	2.21%	1.07%
2015	2.55%	0.85%
2014	2.80%	0.85%
2013	3.12%	0.15%
2012	3.08%	0.00%
2011	3.66%	0.00%
2010	4.19%	0.00%
2009	3.77%	0.00%
2008	3.52%	0.00%
2007	0.82%	0.00%