EAGG vs NEAR
Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).
5-Year PerformanceNEAR has outperformed EAGG, delivering a return of +4.0% compared to -0.4%
EAGG vs NEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EAGG vs NEAR - Historical Returns
Returns include dividend reinvestment.
EAGG vs NEAR - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | EAGG | NEAR |
|---|---|---|
| 2026 | -0.21% | +1.36% |
| 2025 | +7.09% | +5.96% |
| 2024 | +1.63% | +5.16% |
| 2023 | +4.92% | +7.44% |
| 2022 | -12.52% | +0.43% |
| 2021 | -1.26% | +0.34% |
| 2020 | +7.20% | +1.39% |
| 2019 | +8.51% | +3.53% |
| 2018 | +2.35% | +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% |
EAGG vs NEAR Drawdown Comparison
The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The current EAGG drawdown is -3.30%. The current NEAR drawdown is -0.04%.
| Rank | EAGG | NEAR |
|---|---|---|
| #1 | -18.75% Aug 4, 2020 - Oct 20, 2022 | -9.61% Mar 5, 2020 - Jul 24, 2020 |
| #2 | -6.98% Mar 9, 2020 - Apr 23, 2020 | -1.32% Oct 5, 2021 - Dec 19, 2022 |
| #3 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -1.16% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -0.95% Apr 23, 2020 - May 20, 2020 | -1.13% Feb 27, 2026 - Jun 15, 2026 |
| #5 | -0.80% Jul 3, 2019 - Aug 1, 2019 | -0.76% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -0.71% Mar 27, 2019 - May 7, 2019 | -0.61% Apr 30, 2025 - Jun 11, 2025 |
| #7 | -0.61% Jan 3, 2019 - Jan 30, 2019 | -0.58% Mar 27, 2024 - May 3, 2024 |
| #8 | -0.59% Feb 26, 2019 - Mar 7, 2019 | -0.56% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -0.55% Jan 31, 2020 - Feb 18, 2020 | -0.46% Mar 8, 2024 - Mar 27, 2024 |
| #10 | -0.53% Jun 2, 2020 - Jun 10, 2020 | -0.46% Dec 6, 2024 - Jan 8, 2025 |
| #11 | -0.48% Oct 29, 2018 - Nov 19, 2018 | -0.34% Oct 15, 2014 - Feb 25, 2015 |
| #12 | -0.44% Aug 15, 2019 - Aug 23, 2019 | -0.32% Jul 6, 2026 - Aug 3, 2026 |
| #13 | -0.41% Jan 31, 2019 - Feb 8, 2019 | -0.30% Nov 3, 2023 - Nov 14, 2023 |
| #14 | -0.29% Feb 8, 2019 - Feb 19, 2019 | -0.29% May 15, 2024 - Jun 3, 2024 |
| #15 | -0.29% May 15, 2019 - May 23, 2019 | -0.26% Jun 16, 2026 - Jun 26, 2026 |
Correlation
Correlation between EAGG and NEAR is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2013 - 2026)
EAGG vs NEAR dividend yield comparison.
| Year | EAGG | NEAR |
|---|---|---|
| 2026 | 2.37% | 2.48% |
| 2025 | 3.91% | 4.54% |
| 2024 | 3.93% | 5.00% |
| 2023 | 3.24% | 4.59% |
| 2022 | 2.07% | 1.78% |
| 2021 | 1.09% | 0.76% |
| 2020 | 1.82% | 1.53% |
| 2019 | 3.17% | 2.69% |
| 2018 | 0.61% | 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% |
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