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NEAR vs GSY

Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).

5-Year PerformanceNEAR has outperformed GSY, delivering a return of +3.8% compared to +3.6%

NEAR vs GSY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NEAR
$4.30B
GSY
$3.50B
Expense Ratio
NEAR
0.25%
Winner
GSY
0.22%
Max Drawdown
Winner
NEAR
9.68%
GSY
12.14%
Sharpe Ratio
NEAR
0.18
Winner
GSY
1.87
5Y Beta
NEAR
0.00
Winner
GSY
0.00
5Y Dividends CAGR
NEAR
33.34%
Winner
GSY
37.18%

NEAR vs GSY - Historical Returns

Returns include dividend reinvestment.

1M
NEAR
-0.02%
Winner
GSY
+0.36%
3M
NEAR
+0.04%
Winner
GSY
+0.89%
6M
NEAR
+1.05%
Winner
GSY
+1.92%
1Y
NEAR
+4.00%
Winner
GSY
+4.47%
5Y(CAGR)
Winner
NEAR
+3.82%
GSY
+3.64%
10Y(CAGR)
NEAR
+2.83%
Winner
GSY
+2.86%
Max(CAGR)
Winner
NEAR
+2.41%
GSY
+1.94%

NEAR vs GSY - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearNEARGSY
2026+0.52%+1.51%
2025+5.96%+4.98%
2024+5.16%+6.00%
2023+7.44%+6.03%
2022+0.43%+0.05%
2021+0.34%+0.03%
2020+1.39%+1.90%
2019+3.53%+3.34%
2018+1.67%+2.16%
2017+1.43%+1.88%
2016+1.58%+1.81%
2015+0.85%+1.00%
2014+0.59%+0.76%
2013+0.35%+1.37%
2012N/A+1.53%
2011N/A+0.09%
2010N/A-0.15%
2009N/A+0.06%
2008N/A+1.62%

NEAR vs GSY Drawdown Comparison

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

The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.

The current NEAR drawdown is -0.27%. The current GSY drawdown is -0.06%.

RankNEARGSY
#1-9.61%
Mar 5, 2020 - Jul 24, 2020
-12.14%
Dec 3, 2008 - Jun 30, 2017
#2-1.32%
Oct 5, 2021 - Dec 19, 2022
-5.25%
Mar 5, 2020 - May 27, 2020
#3-1.16%
Apr 3, 2025 - Apr 29, 2025
-3.29%
Nov 20, 2008 - Dec 3, 2008
#4-1.13%
Feb 27, 2026 - Mar 26, 2026
-1.48%
Sep 15, 2021 - Jan 9, 2023
#5-0.76%
Sep 24, 2024 - Dec 4, 2024
-0.90%
Aug 25, 2008 - Sep 24, 2008
#6-0.61%
Apr 30, 2025 - Jun 11, 2025
-0.80%
Sep 24, 2008 - Oct 30, 2008
#7-0.58%
Mar 27, 2024 - May 3, 2024
-0.56%
Apr 24, 2008 - May 8, 2008
#8-0.56%
Feb 1, 2024 - Mar 7, 2024
-0.30%
May 8, 2008 - May 14, 2008
#9-0.46%
Mar 8, 2024 - Mar 27, 2024
-0.26%
Jul 25, 2008 - Aug 25, 2008
#10-0.46%
Dec 6, 2024 - Jan 8, 2025
-0.20%
Mar 25, 2008 - Apr 24, 2008
#11-0.34%
Oct 15, 2014 - Feb 25, 2015
-0.18%
Feb 12, 2008 - Feb 28, 2008
#12-0.30%
Nov 3, 2023 - Nov 14, 2023
-0.18%
May 23, 2008 - Jun 24, 2008
#13-0.29%
May 15, 2024 - Jun 3, 2024
-0.18%
Jun 24, 2008 - Jul 25, 2008
#14-0.25%
Dec 7, 2023 - Dec 13, 2023
-0.18%
Apr 3, 2025 - Apr 17, 2025
#15-0.25%
Jan 8, 2025 - Jan 15, 2025
-0.16%
Mar 24, 2023 - Apr 3, 2023

Correlation

Correlation between NEAR and GSY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2008 - 2026)

NEAR vs GSY dividend yield comparison.

YearNEARGSY
20261.76%1.74%
20254.54%4.56%
20245.00%5.31%
20234.59%4.95%
20221.78%1.70%
20210.76%0.58%
20201.53%1.45%
20192.69%2.71%
20182.25%2.30%
20171.52%1.80%
20161.07%1.21%
20150.85%1.17%
20140.85%1.29%
20130.15%1.15%
20120.00%0.72%
20110.00%0.32%
20100.00%0.01%
20090.00%0.24%
20080.00%1.81%

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