NEAR vs IALT
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and iShares Systematic Alternatives Active ETF (IALT, ETF).
NEAR vs IALT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NEAR
$4.80B
IALT
$4.80B
Expense Ratio
Winner
NEAR
0.25%
IALT
0.99%
Max Drawdown
NEAR
9.68%
Winner
IALT
2.27%
Sharpe Ratio
NEAR
-0.00
Winner
IALT
2.34
5Y Beta
Winner
NEAR
0.01
IALT
0.29
5Y Dividends CAGR
NEAR
34.93%
IALT
N/A
NEAR vs IALT - Historical Returns
Returns include dividend reinvestment.
1M
NEAR
+0.11%
Winner
IALT
+0.55%
3M
NEAR
+0.43%
Winner
IALT
+3.50%
6M
NEAR
+0.97%
Winner
IALT
+10.41%
1Y
NEAR
+3.72%
IALT
N/A
5Y(CAGR)
NEAR
+3.91%
IALT
N/A
10Y(CAGR)
NEAR
+2.86%
IALT
N/A
Max(CAGR)
NEAR
+2.43%
Winner
IALT
+23.72%
NEAR vs IALT - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | IALT |
|---|---|---|
| 2026 | +0.95% | +12.41% |
| 2025 | +5.96% | +0.73% |
| 2024 | +5.16% | N/A |
| 2023 | +7.44% | N/A |
| 2022 | +0.43% | N/A |
| 2021 | +0.34% | N/A |
| 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 IALT Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for IALT was -2.27%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current NEAR drawdown is -0.04%. The current IALT drawdown is -0.44%.
| Rank | NEAR | IALT |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -2.27% Jun 2, 2026 - Jun 10, 2026 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -1.47% Apr 10, 2026 - Apr 24, 2026 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -1.28% Feb 3, 2026 - Feb 6, 2026 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -1.12% Mar 10, 2026 - Mar 17, 2026 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -0.81% Jan 14, 2026 - Jan 27, 2026 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -0.79% May 18, 2026 - Jun 1, 2026 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -0.76% Feb 10, 2026 - Feb 20, 2026 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -0.74% Jan 29, 2026 - Feb 3, 2026 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -0.61% Mar 2, 2026 - Mar 4, 2026 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -0.61% May 13, 2026 - May 18, 2026 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -0.60% Mar 25, 2026 - Mar 31, 2026 |
| #12 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -0.57% Apr 27, 2026 - Apr 30, 2026 |
| #13 | -0.29% May 15, 2024 - Jun 3, 2024 | -0.54% Dec 10, 2025 - Dec 19, 2025 |
| #14 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -0.46% May 1, 2026 - May 11, 2026 |
| #15 | -0.25% Dec 7, 2023 - Dec 13, 2023 | -0.45% Dec 24, 2025 - Jan 5, 2026 |
Correlation
Correlation between NEAR and IALT is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2013 - 2026)
NEAR vs IALT dividend yield comparison.
| Year | NEAR | IALT |
|---|---|---|
| 2026 | 2.11% | 0.28% |
| 2025 | 4.54% | 0.14% |
| 2024 | 5.00% | 0.00% |
| 2023 | 4.59% | 0.00% |
| 2022 | 1.78% | 0.00% |
| 2021 | 0.76% | 0.00% |
| 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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