NEAR vs FSEC
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and FIDELITY INVESTMENT GRADE SECURITIZED ETF (FSEC, ETF).
5-Year PerformanceNEAR has outperformed FSEC, delivering a return of +3.9% compared to +0.6%
NEAR vs FSEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs FSEC - Historical Returns
Returns include dividend reinvestment.
NEAR vs FSEC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | FSEC |
|---|---|---|
| 2026 | +0.70% | +1.22% |
| 2025 | +5.96% | +8.06% |
| 2024 | +5.16% | +2.68% |
| 2023 | +7.44% | +4.77% |
| 2022 | +0.43% | -12.33% |
| 2021 | +0.34% | -0.50% |
| 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 FSEC Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for FSEC was -17.97%, occurring on Oct 24, 2022. Recovery took 1054 trading sessions.
The current NEAR drawdown is -0.14%. The current FSEC drawdown is -0.93%.
| Rank | NEAR | FSEC |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -17.97% Aug 3, 2021 - Oct 14, 2025 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -2.53% Feb 27, 2026 - May 19, 2026 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -1.23% Oct 14, 2025 - Jan 9, 2026 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -0.74% Apr 30, 2021 - Jul 19, 2021 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -0.63% Mar 4, 2021 - Apr 15, 2021 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -0.56% Jan 9, 2026 - Jan 27, 2026 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -0.38% Feb 13, 2026 - Feb 27, 2026 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -0.36% Jan 27, 2026 - Feb 5, 2026 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -0.29% Apr 22, 2021 - Apr 30, 2021 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -0.16% Feb 5, 2026 - Feb 10, 2026 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -0.13% Jul 20, 2021 - Jul 27, 2021 |
| #12 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -0.11% Feb 10, 2026 - Feb 12, 2026 |
| #13 | -0.29% May 15, 2024 - Jun 3, 2024 | -0.04% Apr 15, 2021 - Apr 19, 2021 |
| #14 | -0.26% Jun 16, 2026 - Jun 17, 2026 | -0.04% Jul 27, 2021 - Jul 29, 2021 |
| #15 | -0.25% Dec 7, 2023 - Dec 13, 2023 | N/A |
Correlation
Correlation between NEAR and FSEC is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2013 - 2026)
NEAR vs FSEC dividend yield comparison.
| Year | NEAR | FSEC |
|---|---|---|
| 2026 | 1.76% | 1.57% |
| 2025 | 4.54% | 4.22% |
| 2024 | 5.00% | 3.22% |
| 2023 | 4.59% | 3.41% |
| 2022 | 1.78% | 2.21% |
| 2021 | 0.76% | 0.96% |
| 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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