FEZ vs NEAR
Comparison between STATE STREET(R) SPDR(R) EURO STOXX 50(R) ETF (FEZ, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).
5-Year PerformanceFEZ has outperformed NEAR, delivering a return of +10.7% compared to +3.9%
FEZ vs NEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FEZ vs NEAR - Historical Returns
Returns include dividend reinvestment.
FEZ vs NEAR - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | FEZ | NEAR |
|---|---|---|
| 2026 | +4.84% | +0.70% |
| 2025 | +39.20% | +5.96% |
| 2024 | +5.07% | +5.16% |
| 2023 | +25.34% | +7.44% |
| 2022 | -15.04% | +0.43% |
| 2021 | +13.98% | +0.34% |
| 2020 | +3.65% | +1.39% |
| 2019 | +26.61% | +3.53% |
| 2018 | -16.22% | +1.67% |
| 2017 | +24.52% | +1.43% |
| 2016 | +2.82% | +1.58% |
| 2015 | -3.89% | +0.85% |
| 2014 | -7.00% | +0.59% |
| 2013 | +24.54% | +0.35% |
| 2012 | +18.46% | N/A |
| 2011 | -17.11% | N/A |
| 2010 | -11.00% | N/A |
| 2009 | +23.23% | N/A |
| 2008 | -42.88% | N/A |
| 2007 | +19.59% | N/A |
| 2006 | +27.55% | N/A |
| 2005 | +8.91% | N/A |
| 2004 | +16.62% | N/A |
| 2003 | +37.66% | N/A |
| 2002 | +0.24% | N/A |
FEZ vs NEAR Drawdown Comparison
The maximum drawdown for FEZ was -64.21%, occurring on Mar 9, 2009. Recovery took 3279 trading sessions.
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The current FEZ drawdown is -2.32%. The current NEAR drawdown is -0.14%.
| Rank | FEZ | NEAR |
|---|---|---|
| #1 | -64.21% Dec 10, 2007 - Dec 17, 2020 | -9.61% Mar 5, 2020 - Jul 24, 2020 |
| #2 | -35.07% Nov 5, 2021 - Jun 16, 2023 | -1.32% Oct 5, 2021 - Dec 19, 2022 |
| #3 | -23.13% Jan 6, 2003 - May 5, 2003 | -1.16% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -15.85% Mar 19, 2025 - May 2, 2025 | -1.13% Feb 27, 2026 - Jun 15, 2026 |
| #5 | -14.35% Jul 13, 2023 - Dec 13, 2023 | -0.76% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -14.10% Feb 17, 2004 - Nov 3, 2004 | -0.61% Apr 30, 2025 - Jun 11, 2025 |
| #7 | -13.64% May 5, 2006 - Aug 18, 2006 | -0.58% Mar 27, 2024 - May 3, 2024 |
| #8 | -13.63% Feb 25, 2026 - Jun 15, 2026 | -0.56% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -11.95% Jul 12, 2007 - Oct 1, 2007 | -0.46% Mar 8, 2024 - Mar 27, 2024 |
| #10 | -11.48% Sep 26, 2024 - Feb 12, 2025 | -0.46% Dec 6, 2024 - Jan 8, 2025 |
| #11 | -9.62% May 15, 2024 - Sep 26, 2024 | -0.34% Oct 15, 2014 - Feb 25, 2015 |
| #12 | -9.17% Mar 10, 2005 - Aug 3, 2005 | -0.30% Nov 3, 2023 - Nov 14, 2023 |
| #13 | -8.37% Feb 26, 2007 - Apr 3, 2007 | -0.29% May 15, 2024 - Jun 3, 2024 |
| #14 | -7.88% Jun 15, 2021 - Nov 3, 2021 | -0.26% Jun 16, 2026 - Jun 17, 2026 |
| #15 | -7.69% Nov 22, 2002 - Jan 6, 2003 | -0.25% Dec 7, 2023 - Dec 13, 2023 |
Correlation
Correlation between FEZ and NEAR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
FEZ vs NEAR dividend yield comparison.
| Year | FEZ | NEAR |
|---|---|---|
| 2026 | 1.79% | 1.76% |
| 2025 | 2.78% | 4.54% |
| 2024 | 2.94% | 5.00% |
| 2023 | 2.75% | 4.59% |
| 2022 | 3.06% | 1.78% |
| 2021 | 2.61% | 0.76% |
| 2020 | 2.13% | 1.53% |
| 2019 | 2.61% | 2.69% |
| 2018 | 3.45% | 2.25% |
| 2017 | 2.44% | 1.52% |
| 2016 | 3.35% | 1.07% |
| 2015 | 3.03% | 0.85% |
| 2014 | 3.78% | 0.85% |
| 2013 | 2.72% | 0.15% |
| 2012 | 3.64% | 0.00% |
| 2011 | 5.22% | 0.00% |
| 2010 | 3.36% | 0.00% |
| 2009 | 3.11% | 0.00% |
| 2008 | 5.71% | 0.00% |
| 2007 | 4.15% | 0.00% |
| 2006 | 2.43% | 0.00% |
| 2005 | 2.34% | 0.00% |
| 2004 | 2.07% | 0.00% |
| 2003 | 1.89% | 0.00% |
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