NEAR vs EDV

Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES (EDV, ETF).

5-Year PerformanceNEAR has outperformed EDV, delivering a return of +3.8% compared to -9.5%

NEAR vs EDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEAR(ETF)	EDV(ETF)
Net Assets	$4.30B	$4.40B
Expense Ratio	0.25%	0.05%
Max Drawdown	9.68%	65.00%
Sharpe Ratio	0.47	-0.17
5Y Beta	0.00	0.10
5Y Dividends CAGR	32.72%	-15.25%

Net Assets

NEAR

$4.30B

Winner

EDV

$4.40B

Expense Ratio

NEAR

0.25%

Winner

EDV

0.05%

Max Drawdown

Winner

NEAR

9.68%

EDV

65.00%

Sharpe Ratio

Winner

NEAR

0.47

EDV

-0.17

5Y Beta

Winner

NEAR

0.00

EDV

0.10

5Y Dividends CAGR

Winner

NEAR

32.72%

EDV

-15.25%

NEAR vs EDV - Historical Returns

Returns include dividend reinvestment.

Period	NEAR	EDV
1 month	+0.09%	-2.60%
3 months	+0.02%	-5.87%
6 months	+1.34%	-6.79%
1 year	+4.50%	+1.13%
5 years(CAGR)	+3.84%	-9.54%
10 years(CAGR)	+2.85%	-3.22%
Max(CAGR)	+2.43%	+2.67%

Winner

NEAR

+0.09%

EDV

-2.60%

Winner

NEAR

+0.02%

EDV

-5.87%

Winner

NEAR

+1.34%

EDV

-6.79%

Winner

NEAR

+4.50%

EDV

+1.13%

5Y(CAGR)

Winner

NEAR

+3.84%

EDV

-9.54%

10Y(CAGR)

Winner

NEAR

+2.85%

EDV

-3.22%

Max(CAGR)

NEAR

+2.43%

Winner

EDV

+2.67%

NEAR vs EDV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	NEAR	EDV
2026	+0.55%	-1.88%
2025	+5.96%	+0.65%
2024	+5.16%	-11.90%
2023	+7.44%	-0.67%
2022	+0.43%	-37.20%
2021	+0.34%	-6.39%
2020	+1.39%	+22.12%
2019	+3.53%	+17.73%
2018	+1.67%	-1.95%
2017	+1.43%	+13.13%
2016	+1.58%	+0.12%
2015	+0.85%	-6.57%
2014	+0.59%	+43.90%
2013	+0.35%	-17.96%
2012	N/A	+4.50%
2011	N/A	+58.84%
2010	N/A	+10.90%
2009	N/A	-31.11%
2008	N/A	+50.57%
2007	N/A	+3.23%

NEAR vs EDV Drawdown Comparison

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

The maximum drawdown for EDV was -59.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current NEAR drawdown is -0.23%. The current EDV drawdown is -55.08%.

Rank	NEAR	EDV
#1	-9.61% Mar 5, 2020 - Jul 24, 2020	-59.94% Mar 9, 2020 - Oct 19, 2023
#2	-1.32% Oct 5, 2021 - Dec 19, 2022	-41.16% Dec 26, 2008 - Sep 21, 2011
#3	-1.16% Apr 3, 2025 - Apr 29, 2025	-29.70% Jul 24, 2012 - Dec 10, 2014
#4	-1.13% Feb 27, 2026 - Mar 26, 2026	-24.19% Jul 8, 2016 - Aug 1, 2019
#5	-0.76% Sep 24, 2024 - Dec 4, 2024	-23.47% Jan 30, 2015 - Jun 16, 2016
#6	-0.61% Apr 30, 2025 - Jun 11, 2025	-16.61% Oct 3, 2011 - Dec 19, 2011
#7	-0.58% Mar 27, 2024 - May 3, 2024	-15.59% Dec 19, 2011 - May 17, 2012
#8	-0.56% Feb 1, 2024 - Mar 7, 2024	-12.90% Jan 23, 2008 - Mar 20, 2008
#9	-0.46% Mar 8, 2024 - Mar 27, 2024	-12.32% Mar 20, 2008 - Sep 3, 2008
#10	-0.46% Dec 6, 2024 - Jan 8, 2025	-11.41% Aug 28, 2019 - Feb 21, 2020
#11	-0.34% Oct 15, 2014 - Feb 25, 2015	-10.57% Oct 27, 2008 - Nov 20, 2008
#12	-0.30% Nov 3, 2023 - Nov 14, 2023	-9.87% Sep 17, 2008 - Oct 6, 2008
#13	-0.29% May 15, 2024 - Jun 3, 2024	-8.45% Sep 22, 2011 - Oct 3, 2011
#14	-0.25% Dec 7, 2023 - Dec 13, 2023	-6.88% Oct 6, 2008 - Oct 23, 2008
#15	-0.25% Jan 8, 2025 - Jan 15, 2025	-6.24% Jun 1, 2012 - Jul 16, 2012

Correlation

Correlation between NEAR and EDV is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24

-101

Dividend Comparison (2007 - 2026)

NEAR vs EDV dividend yield comparison.

Year	NEAR	EDV
2026	1.40%	1.22%
2025	4.54%	4.94%
2024	5.00%	4.65%
2023	4.59%	3.81%
2022	1.78%	3.28%
2021	0.76%	1.95%
2020	1.53%	5.54%
2019	2.69%	3.51%
2018	2.25%	2.90%
2017	1.52%	2.92%
2016	1.07%	5.32%
2015	0.85%	4.24%
2014	0.85%	3.12%
2013	0.15%	5.03%
2012	0.00%	7.54%
2011	0.00%	5.12%
2010	0.00%	4.67%
2009	0.00%	19.33%
2008	0.00%	2.61%
2007	0.00%	0.36%