NEAR vs EAGG
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF).
5-Year PerformanceNEAR has outperformed EAGG, delivering a return of +3.9% compared to -0.2%
NEAR vs EAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs EAGG - Historical Returns
Returns include dividend reinvestment.
NEAR vs EAGG - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | EAGG |
|---|---|---|
| 2026 | +0.95% | +0.29% |
| 2025 | +5.96% | +7.09% |
| 2024 | +5.16% | +1.63% |
| 2023 | +7.44% | +4.92% |
| 2022 | +0.43% | -12.52% |
| 2021 | +0.34% | -1.26% |
| 2020 | +1.39% | +7.20% |
| 2019 | +3.53% | +8.51% |
| 2018 | +1.67% | +2.35% |
| 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 EAGG Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current NEAR drawdown is -0.04%. The current EAGG drawdown is -2.81%.
| Rank | NEAR | EAGG |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -18.75% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -6.98% Mar 9, 2020 - Apr 23, 2020 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -0.95% Apr 23, 2020 - May 20, 2020 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -0.80% Jul 3, 2019 - Aug 1, 2019 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -0.71% Mar 27, 2019 - May 7, 2019 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -0.61% Jan 3, 2019 - Jan 30, 2019 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -0.59% Feb 26, 2019 - Mar 7, 2019 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -0.55% Jan 31, 2020 - Feb 18, 2020 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -0.53% Jun 2, 2020 - Jun 10, 2020 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -0.48% Oct 29, 2018 - Nov 19, 2018 |
| #12 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -0.44% Aug 15, 2019 - Aug 23, 2019 |
| #13 | -0.29% May 15, 2024 - Jun 3, 2024 | -0.41% Jan 31, 2019 - Feb 8, 2019 |
| #14 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -0.29% Feb 8, 2019 - Feb 19, 2019 |
| #15 | -0.25% Dec 7, 2023 - Dec 13, 2023 | -0.29% May 15, 2019 - May 23, 2019 |
Correlation
Correlation between NEAR and EAGG is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2013 - 2026)
NEAR vs EAGG dividend yield comparison.
| Year | NEAR | EAGG |
|---|---|---|
| 2026 | 2.11% | 2.00% |
| 2025 | 4.54% | 3.91% |
| 2024 | 5.00% | 3.93% |
| 2023 | 4.59% | 3.24% |
| 2022 | 1.78% | 2.07% |
| 2021 | 0.76% | 1.09% |
| 2020 | 1.53% | 1.82% |
| 2019 | 2.69% | 3.17% |
| 2018 | 2.25% | 0.61% |
| 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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