NEAR vs FEZ
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and SPDR(R) EURO STOXX 50(R) ETF (FEZ, ETF).
5-Year PerformanceFEZ has outperformed NEAR, delivering a return of +10.1% compared to +3.9%
NEAR vs FEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs FEZ - Historical Returns
Returns include dividend reinvestment.
NEAR vs FEZ - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | FEZ |
|---|---|---|
| 2026 | +0.68% | +2.77% |
| 2025 | +5.96% | +39.20% |
| 2024 | +5.16% | +5.07% |
| 2023 | +7.44% | +25.34% |
| 2022 | +0.43% | -15.04% |
| 2021 | +0.34% | +13.98% |
| 2020 | +1.39% | +3.65% |
| 2019 | +3.53% | +26.61% |
| 2018 | +1.67% | -16.22% |
| 2017 | +1.43% | +24.52% |
| 2016 | +1.58% | +2.82% |
| 2015 | +0.85% | -3.89% |
| 2014 | +0.59% | -7.00% |
| 2013 | +0.35% | +24.54% |
| 2012 | N/A | +18.46% |
| 2011 | N/A | -17.11% |
| 2010 | N/A | -11.00% |
| 2009 | N/A | +23.23% |
| 2008 | N/A | -42.88% |
| 2007 | N/A | +19.59% |
| 2006 | N/A | +27.55% |
| 2005 | N/A | +8.91% |
| 2004 | N/A | +16.62% |
| 2003 | N/A | +37.66% |
| 2002 | N/A | +0.24% |
NEAR vs FEZ Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for FEZ was -64.21%, occurring on Mar 9, 2009. Recovery took 3279 trading sessions.
The current NEAR drawdown is -0.11%. The current FEZ drawdown is -3.12%.
| Rank | NEAR | FEZ |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -64.21% Dec 10, 2007 - Dec 17, 2020 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -35.07% Nov 5, 2021 - Jun 16, 2023 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -23.13% Jan 6, 2003 - May 5, 2003 |
| #4 | -1.13% Feb 27, 2026 - Mar 26, 2026 | -15.85% Mar 19, 2025 - May 2, 2025 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -14.35% Jul 13, 2023 - Dec 13, 2023 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -14.10% Feb 17, 2004 - Nov 3, 2004 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -13.64% May 5, 2006 - Aug 18, 2006 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -13.63% Feb 25, 2026 - Mar 27, 2026 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -11.95% Jul 12, 2007 - Oct 1, 2007 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -11.48% Sep 26, 2024 - Feb 12, 2025 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -9.62% May 15, 2024 - Sep 26, 2024 |
| #12 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -9.17% Mar 10, 2005 - Aug 3, 2005 |
| #13 | -0.29% May 15, 2024 - Jun 3, 2024 | -8.37% Feb 26, 2007 - Apr 3, 2007 |
| #14 | -0.25% Dec 7, 2023 - Dec 13, 2023 | -7.88% Jun 15, 2021 - Nov 3, 2021 |
| #15 | -0.25% Jan 8, 2025 - Jan 15, 2025 | -7.69% Nov 22, 2002 - Jan 6, 2003 |
Correlation
Correlation between NEAR and FEZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
NEAR vs FEZ dividend yield comparison.
| Year | NEAR | FEZ |
|---|---|---|
| 2026 | 1.40% | 0.14% |
| 2025 | 4.54% | 2.78% |
| 2024 | 5.00% | 2.94% |
| 2023 | 4.59% | 2.75% |
| 2022 | 1.78% | 3.06% |
| 2021 | 0.76% | 2.61% |
| 2020 | 1.53% | 2.13% |
| 2019 | 2.69% | 2.61% |
| 2018 | 2.25% | 3.45% |
| 2017 | 1.52% | 2.44% |
| 2016 | 1.07% | 3.35% |
| 2015 | 0.85% | 3.03% |
| 2014 | 0.85% | 3.78% |
| 2013 | 0.15% | 2.72% |
| 2012 | 0.00% | 3.64% |
| 2011 | 0.00% | 5.22% |
| 2010 | 0.00% | 3.36% |
| 2009 | 0.00% | 3.11% |
| 2008 | 0.00% | 5.71% |
| 2007 | 0.00% | 4.15% |
| 2006 | 0.00% | 2.43% |
| 2005 | 0.00% | 2.34% |
| 2004 | 0.00% | 2.07% |
| 2003 | 0.00% | 1.89% |
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