NEAR vs ISTB
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF).
5-Year PerformanceNEAR has outperformed ISTB, delivering a return of +4.0% compared to +2.0%
NEAR vs ISTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs ISTB - Historical Returns
Returns include dividend reinvestment.
NEAR vs ISTB - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | ISTB |
|---|---|---|
| 2026 | +1.36% | +0.96% |
| 2025 | +5.96% | +6.36% |
| 2024 | +5.16% | +4.64% |
| 2023 | +7.44% | +5.44% |
| 2022 | +0.43% | -5.89% |
| 2021 | +0.34% | -0.74% |
| 2020 | +1.39% | +4.69% |
| 2019 | +3.53% | +5.50% |
| 2018 | +1.67% | +1.12% |
| 2017 | +1.43% | +1.76% |
| 2016 | +1.58% | +2.69% |
| 2015 | +0.85% | +0.57% |
| 2014 | +0.59% | +1.20% |
| 2013 | +0.35% | +0.62% |
| 2012 | N/A | -0.02% |
NEAR vs ISTB Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.
The current NEAR drawdown is -0.04%. The current ISTB drawdown is -0.17%.
| Rank | NEAR | ISTB |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -9.34% Aug 3, 2021 - Jul 11, 2024 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -6.06% Mar 6, 2020 - May 15, 2020 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -2.26% May 8, 2013 - Aug 13, 2014 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -1.63% Sep 7, 2017 - Dec 14, 2018 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -1.45% Oct 21, 2016 - Apr 3, 2017 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -1.36% Sep 24, 2024 - Feb 5, 2025 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -1.26% Feb 27, 2026 - Aug 4, 2026 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -1.19% Oct 14, 2015 - Mar 11, 2016 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -1.03% Apr 3, 2025 - Apr 25, 2025 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -0.97% Apr 16, 2015 - Oct 14, 2015 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -0.80% Oct 21, 2014 - Jan 14, 2015 |
| #12 | -0.32% Jul 6, 2026 - Aug 3, 2026 | -0.77% Sep 4, 2019 - Oct 3, 2019 |
| #13 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -0.74% Feb 10, 2021 - Jun 7, 2021 |
| #14 | -0.29% May 15, 2024 - Jun 3, 2024 | -0.73% Apr 30, 2025 - Jun 4, 2025 |
| #15 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -0.68% May 13, 2016 - Jun 8, 2016 |
Correlation
Correlation between NEAR and ISTB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
NEAR vs ISTB dividend yield comparison.
| Year | NEAR | ISTB |
|---|---|---|
| 2026 | 2.48% | 2.50% |
| 2025 | 4.54% | 4.12% |
| 2024 | 5.00% | 3.83% |
| 2023 | 4.59% | 2.97% |
| 2022 | 1.78% | 2.01% |
| 2021 | 0.76% | 1.69% |
| 2020 | 1.53% | 2.20% |
| 2019 | 2.69% | 2.75% |
| 2018 | 2.25% | 2.57% |
| 2017 | 1.52% | 2.06% |
| 2016 | 1.07% | 1.90% |
| 2015 | 0.85% | 1.58% |
| 2014 | 0.85% | 1.07% |
| 2013 | 0.15% | 0.60% |
| 2012 | 0.00% | 0.09% |
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