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FSEC vs NEAR

Comparison between FIDELITY INVESTMENT GRADE SECURITIZED ETF (FSEC, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

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

FSEC vs NEAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FSEC
$4.50B
Winner
NEAR
$4.60B
Expense Ratio
FSEC
0.36%
Winner
NEAR
0.25%
Max Drawdown
FSEC
22.11%
Winner
NEAR
9.68%
Sharpe Ratio
Winner
FSEC
0.51
NEAR
0.07
5Y Beta
FSEC
0.02
Winner
NEAR
0.01
5Y Dividends CAGR
Winner
FSEC
82.78%
NEAR
33.34%

FSEC vs NEAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FSEC
+0.68%
NEAR
+0.21%
3M
Winner
FSEC
+0.85%
NEAR
+0.74%
6M
Winner
FSEC
+1.37%
NEAR
+0.97%
1Y
Winner
FSEC
+6.18%
NEAR
+3.77%
5Y(CAGR)
FSEC
+0.59%
Winner
NEAR
+3.86%
10Y(CAGR)
FSEC
N/A
NEAR
+2.84%
Max(CAGR)
FSEC
+0.49%
Winner
NEAR
+2.42%

FSEC vs NEAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFSECNEAR
2026+1.22%+0.70%
2025+8.06%+5.96%
2024+2.68%+5.16%
2023+4.77%+7.44%
2022-12.33%+0.43%
2021-0.50%+0.34%
2020N/A+1.39%
2019N/A+3.53%
2018N/A+1.67%
2017N/A+1.43%
2016N/A+1.58%
2015N/A+0.85%
2014N/A+0.59%
2013N/A+0.35%

FSEC vs NEAR Drawdown Comparison

The maximum drawdown for FSEC was -17.97%, occurring on Oct 24, 2022. Recovery took 1054 trading sessions.

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

The current FSEC drawdown is -0.93%. The current NEAR drawdown is -0.14%.

RankFSECNEAR
#1-17.97%
Aug 3, 2021 - Oct 14, 2025
-9.61%
Mar 5, 2020 - Jul 24, 2020
#2-2.53%
Feb 27, 2026 - May 19, 2026
-1.32%
Oct 5, 2021 - Dec 19, 2022
#3-1.23%
Oct 14, 2025 - Jan 9, 2026
-1.16%
Apr 3, 2025 - Apr 29, 2025
#4-0.74%
Apr 30, 2021 - Jul 19, 2021
-1.13%
Feb 27, 2026 - Jun 15, 2026
#5-0.63%
Mar 4, 2021 - Apr 15, 2021
-0.76%
Sep 24, 2024 - Dec 4, 2024
#6-0.56%
Jan 9, 2026 - Jan 27, 2026
-0.61%
Apr 30, 2025 - Jun 11, 2025
#7-0.38%
Feb 13, 2026 - Feb 27, 2026
-0.58%
Mar 27, 2024 - May 3, 2024
#8-0.36%
Jan 27, 2026 - Feb 5, 2026
-0.56%
Feb 1, 2024 - Mar 7, 2024
#9-0.29%
Apr 22, 2021 - Apr 30, 2021
-0.46%
Mar 8, 2024 - Mar 27, 2024
#10-0.16%
Feb 5, 2026 - Feb 10, 2026
-0.46%
Dec 6, 2024 - Jan 8, 2025
#11-0.13%
Jul 20, 2021 - Jul 27, 2021
-0.34%
Oct 15, 2014 - Feb 25, 2015
#12-0.11%
Feb 10, 2026 - Feb 12, 2026
-0.30%
Nov 3, 2023 - Nov 14, 2023
#13-0.04%
Apr 15, 2021 - Apr 19, 2021
-0.29%
May 15, 2024 - Jun 3, 2024
#14-0.04%
Jul 27, 2021 - Jul 29, 2021
-0.26%
Jun 16, 2026 - Jun 17, 2026
#15N/A-0.25%
Dec 7, 2023 - Dec 13, 2023

Correlation

Correlation between FSEC and NEAR is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49
-101

Dividend Comparison (2013 - 2026)

FSEC vs NEAR dividend yield comparison.

YearFSECNEAR
20261.57%1.76%
20254.22%4.54%
20243.22%5.00%
20233.41%4.59%
20222.21%1.78%
20210.96%0.76%
20200.00%1.53%
20190.00%2.69%
20180.00%2.25%
20170.00%1.52%
20160.00%1.07%
20150.00%0.85%
20140.00%0.85%
20130.00%0.15%

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