NEAR vs DISV
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV, ETF).
NEAR vs DISV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NEAR
$4.90B
DISV
$4.90B
Expense Ratio
Winner
NEAR
0.25%
DISV
0.42%
Max Drawdown
Winner
NEAR
9.68%
DISV
27.32%
Sharpe Ratio
NEAR
-0.37
Winner
DISV
1.70
5Y Beta
Winner
NEAR
0.01
DISV
0.66
5Y Dividends CAGR
NEAR
34.34%
DISV
N/A
NEAR vs DISV - Historical Returns
Returns include dividend reinvestment.
1M
NEAR
+0.53%
Winner
DISV
+7.62%
3M
NEAR
+0.83%
Winner
DISV
+6.97%
6M
NEAR
+0.74%
Winner
DISV
+5.27%
1Y
NEAR
+3.47%
Winner
DISV
+32.38%
5Y(CAGR)
NEAR
+3.98%
Winner
DISV
+17.03%
10Y(CAGR)
NEAR
+2.88%
DISV
N/A
Max(CAGR)
NEAR
+2.44%
Winner
DISV
+17.03%
NEAR vs DISV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | DISV |
|---|---|---|
| 2026 | +1.36% | +17.84% |
| 2025 | +5.96% | +47.29% |
| 2024 | +5.16% | +6.83% |
| 2023 | +7.44% | +18.48% |
| 2022 | +0.43% | -9.71% |
| 2021 | +0.34% | N/A |
| 2020 | +1.39% | N/A |
| 2019 | +3.53% | N/A |
| 2018 | +1.67% | N/A |
| 2017 | +1.43% | N/A |
| 2016 | +1.58% | N/A |
| 2015 | +0.85% | N/A |
| 2014 | +0.59% | N/A |
| 2013 | +0.35% | N/A |
NEAR vs DISV Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for DISV was -26.77%, occurring on Sep 27, 2022. Recovery took 322 trading sessions.
The current NEAR drawdown is -0.04%.
| Rank | NEAR | DISV |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -26.77% Mar 29, 2022 - Jul 12, 2023 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -14.15% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -12.69% Feb 27, 2026 - Jul 30, 2026 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -10.16% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -10.06% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -7.98% Jul 31, 2024 - Aug 21, 2024 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -5.00% Aug 23, 2024 - Sep 19, 2024 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -4.97% Jun 3, 2024 - Jul 12, 2024 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -4.75% Oct 27, 2025 - Nov 26, 2025 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -4.51% Apr 9, 2024 - May 6, 2024 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -4.41% Dec 27, 2023 - Mar 1, 2024 |
| #12 | -0.32% Jul 6, 2026 - Aug 3, 2026 | -3.89% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -2.91% Oct 3, 2025 - Oct 24, 2025 |
| #14 | -0.29% May 15, 2024 - Jun 3, 2024 | -2.61% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -2.43% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between NEAR and DISV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2013 - 2026)
NEAR vs DISV dividend yield comparison.
| Year | NEAR | DISV |
|---|---|---|
| 2026 | 2.48% | 1.39% |
| 2025 | 4.54% | 2.69% |
| 2024 | 5.00% | 2.77% |
| 2023 | 4.59% | 2.73% |
| 2022 | 1.78% | 1.23% |
| 2021 | 0.76% | 0.00% |
| 2020 | 1.53% | 0.00% |
| 2019 | 2.69% | 0.00% |
| 2018 | 2.25% | 0.00% |
| 2017 | 1.52% | 0.00% |
| 2016 | 1.07% | 0.00% |
| 2015 | 0.85% | 0.00% |
| 2014 | 0.85% | 0.00% |
| 2013 | 0.15% | 0.00% |
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