EAGL vs NEAR

Comparison between EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

EAGL vs NEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGL(ETF)	NEAR(ETF)
Net Assets	$4.20B	$4.30B
Expense Ratio	0.80%	0.25%
Max Drawdown	15.09%	9.68%
Sharpe Ratio	0.98	0.47
5Y Beta	0.84	0.00
P/E Ratio	19.34	N/A
Forward P/E	16.72	N/A
5Y Dividends CAGR	N/A	32.72%
5Y EPS CAGR	15.34%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	2.81	N/A

Net Assets

EAGL

$4.20B

Winner

NEAR

$4.30B

Expense Ratio

EAGL

0.80%

Winner

NEAR

0.25%

Max Drawdown

EAGL

15.09%

Winner

NEAR

9.68%

Sharpe Ratio

Winner

EAGL

0.98

NEAR

0.47

5Y Beta

EAGL

0.84

Winner

NEAR

0.00

P/E Ratio

EAGL

19.34

NEAR

N/A

Forward P/E

EAGL

16.72

NEAR

N/A

5Y Dividends CAGR

EAGL

N/A

NEAR

32.72%

5Y EPS CAGR

EAGL

15.34%

NEAR

N/A

P/S Ratio

EAGL

1.58

NEAR

N/A

P/B Ratio

EAGL

2.81

NEAR

N/A

EAGL vs NEAR - Historical Returns

Returns include dividend reinvestment.

Period	EAGL	NEAR
1 month	+1.90%	+0.09%
3 months	+2.36%	+0.02%
6 months	+2.73%	+1.34%
1 year	+13.83%	+4.50%
5 years(CAGR)	N/A	+3.84%
10 years(CAGR)	N/A	+2.85%
Max(CAGR)	+13.30%	+2.43%

Winner

EAGL

+1.90%

NEAR

+0.09%

Winner

EAGL

+2.36%

NEAR

+0.02%

Winner

EAGL

+2.73%

NEAR

+1.34%

Winner

EAGL

+13.83%

NEAR

+4.50%

5Y(CAGR)

EAGL

N/A

NEAR

+3.84%

10Y(CAGR)

EAGL

N/A

NEAR

+2.85%

Max(CAGR)

Winner

EAGL

+13.30%

NEAR

+2.43%

EAGL vs NEAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	EAGL	NEAR
2026	-0.61%	+0.55%
2025	+17.06%	+5.96%
2024	+11.27%	+5.16%
2023	N/A	+7.44%
2022	N/A	+0.43%
2021	N/A	+0.34%
2020	N/A	+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%

EAGL vs NEAR Drawdown Comparison

The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

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

The current EAGL drawdown is -3.99%. The current NEAR drawdown is -0.23%.

Rank	EAGL	NEAR
#1	-15.09% Feb 6, 2025 - Jun 12, 2025	-9.61% Mar 5, 2020 - Jul 24, 2020
#2	-13.54% Jan 9, 2026 - Mar 27, 2026	-1.32% Oct 5, 2021 - Dec 19, 2022
#3	-7.71% Jul 16, 2024 - Sep 19, 2024	-1.16% Apr 3, 2025 - Apr 29, 2025
#4	-7.12% Oct 27, 2025 - Dec 10, 2025	-1.13% Feb 27, 2026 - Mar 26, 2026
#5	-4.68% Nov 7, 2024 - Jan 21, 2025	-0.76% Sep 24, 2024 - Dec 4, 2024
#6	-4.06% Jul 9, 2025 - Aug 15, 2025	-0.61% Apr 30, 2025 - Jun 11, 2025
#7	-3.56% Oct 6, 2025 - Oct 23, 2025	-0.58% Mar 27, 2024 - May 3, 2024
#8	-3.16% Apr 8, 2024 - May 6, 2024	-0.56% Feb 1, 2024 - Mar 7, 2024
#9	-2.13% May 15, 2024 - Jun 21, 2024	-0.46% Mar 8, 2024 - Mar 27, 2024
#10	-1.87% Dec 11, 2025 - Dec 23, 2025	-0.46% Dec 6, 2024 - Jan 8, 2025
#11	-1.80% Oct 18, 2024 - Nov 5, 2024	-0.34% Oct 15, 2014 - Feb 25, 2015
#12	-1.41% Oct 14, 2024 - Oct 18, 2024	-0.30% Nov 3, 2023 - Nov 14, 2023
#13	-1.32% Jun 12, 2025 - Jun 26, 2025	-0.29% May 15, 2024 - Jun 3, 2024
#14	-1.09% Sep 8, 2025 - Sep 18, 2025	-0.25% Dec 7, 2023 - Dec 13, 2023
#15	-1.04% Jan 24, 2025 - Feb 6, 2025	-0.25% Jan 8, 2025 - Jan 15, 2025

Correlation

Correlation between EAGL and NEAR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

EAGL vs NEAR dividend yield comparison.

Year	EAGL	NEAR
2026	0.00%	1.40%
2025	0.55%	4.54%
2024	0.29%	5.00%
2023	0.00%	4.59%
2022	0.00%	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%