NEAR vs CMF

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

5-Year PerformanceNEAR has outperformed CMF, delivering a return of +3.8% compared to +0.6%

NEAR vs CMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEAR(ETF)	CMF(ETF)
Net Assets	$4.30B	$4.30B
Expense Ratio	0.25%	0.08%
Max Drawdown	9.68%	22.81%
Sharpe Ratio	0.47	0.62
5Y Beta	0.00	0.03
5Y Dividends CAGR	32.72%	11.08%

Net Assets

NEAR

$4.30B

CMF

$4.30B

Expense Ratio

NEAR

0.25%

Winner

CMF

0.08%

Max Drawdown

Winner

NEAR

9.68%

CMF

22.81%

Sharpe Ratio

NEAR

0.47

Winner

CMF

0.62

5Y Beta

Winner

NEAR

0.00

CMF

0.03

5Y Dividends CAGR

Winner

NEAR

32.72%

CMF

11.08%

NEAR vs CMF - Historical Returns

Returns include dividend reinvestment.

Period	NEAR	CMF
1 month	+0.09%	-0.14%
3 months	+0.02%	-0.98%
6 months	+1.34%	+0.75%
1 year	+4.50%	+5.76%
5 years(CAGR)	+3.84%	+0.64%
10 years(CAGR)	+2.85%	+1.69%
Max(CAGR)	+2.43%	+3.27%

Winner

NEAR

+0.09%

CMF

-0.14%

Winner

NEAR

+0.02%

CMF

-0.98%

Winner

NEAR

+1.34%

CMF

+0.75%

NEAR

+4.50%

Winner

CMF

+5.76%

5Y(CAGR)

Winner

NEAR

+3.84%

CMF

+0.64%

10Y(CAGR)

Winner

NEAR

+2.85%

CMF

+1.69%

Max(CAGR)

NEAR

+2.43%

Winner

CMF

+3.27%

NEAR vs CMF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	NEAR	CMF
2026	+0.55%	+0.31%
2025	+5.96%	+3.22%
2024	+5.16%	+1.78%
2023	+7.44%	+5.24%
2022	+0.43%	-8.18%
2021	+0.34%	+0.77%
2020	+1.39%	+4.50%
2019	+3.53%	+7.01%
2018	+1.67%	+0.92%
2017	+1.43%	+4.69%
2016	+1.58%	-0.37%
2015	+0.85%	+3.00%
2014	+0.59%	+10.66%
2013	+0.35%	-3.23%
2012	N/A	+7.34%
2011	N/A	+15.75%
2010	N/A	-2.55%
2009	N/A	+8.14%
2008	N/A	+0.64%
2007	N/A	+1.37%

NEAR vs CMF Drawdown Comparison

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

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

The current NEAR drawdown is -0.23%. The current CMF drawdown is -1.49%.

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

Correlation

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

0.80

-101

Dividend Comparison (2007 - 2026)

NEAR vs CMF dividend yield comparison.

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