NEAR vs IYR
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
5-Year PerformanceNEAR has outperformed IYR, delivering a return of +3.9% compared to +2.1%
NEAR vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs IYR - Historical Returns
Returns include dividend reinvestment.
NEAR vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | IYR |
|---|---|---|
| 2026 | +1.20% | +12.25% |
| 2025 | +5.96% | +4.26% |
| 2024 | +5.16% | +3.50% |
| 2023 | +7.44% | +11.73% |
| 2022 | +0.43% | -24.93% |
| 2021 | +0.34% | +43.60% |
| 2020 | +1.39% | -4.21% |
| 2019 | +3.53% | +31.02% |
| 2018 | +1.67% | -3.81% |
| 2017 | +1.43% | +8.90% |
| 2016 | +1.58% | +8.08% |
| 2015 | +0.85% | +0.39% |
| 2014 | +0.59% | +26.89% |
| 2013 | +0.35% | -0.46% |
| 2012 | N/A | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
NEAR vs IYR Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current IYR drawdown is -2.40%.
| Rank | NEAR | IYR |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -33.72% Dec 31, 2021 - Jun 12, 2026 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -0.32% Jul 6, 2026 - Aug 3, 2026 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -0.29% May 15, 2024 - Jun 3, 2024 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between NEAR and IYR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
NEAR vs IYR dividend yield comparison.
| Year | NEAR | IYR |
|---|---|---|
| 2026 | 2.48% | 0.75% |
| 2025 | 4.54% | 2.48% |
| 2024 | 5.00% | 2.57% |
| 2023 | 4.59% | 2.75% |
| 2022 | 1.78% | 2.92% |
| 2021 | 0.76% | 2.06% |
| 2020 | 1.53% | 2.58% |
| 2019 | 2.69% | 3.05% |
| 2018 | 2.25% | 3.53% |
| 2017 | 1.52% | 3.73% |
| 2016 | 1.07% | 4.41% |
| 2015 | 0.85% | 3.92% |
| 2014 | 0.85% | 3.66% |
| 2013 | 0.15% | 3.78% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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