NEAR vs QTUM

Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and DEFIANCE QUANTUM ETF (QTUM, ETF).

5-Year PerformanceQTUM has outperformed NEAR, delivering a return of +28.0% compared to +3.8%

NEAR vs QTUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEAR(ETF)	QTUM(ETF)
Net Assets	$4.30B	$4.30B
Expense Ratio	0.25%	0.40%
Max Drawdown	9.68%	39.25%
Sharpe Ratio	0.47	2.33
5Y Beta	0.00	1.42
P/E Ratio	N/A	80.89
Forward P/E	N/A	25.96
PEG Ratio	N/A	0.55
5Y Dividends CAGR	32.72%	51.02%
5Y EPS CAGR	N/A	13.90%
P/S Ratio	N/A	1.44
P/B Ratio	N/A	6.11

Net Assets

NEAR

$4.30B

QTUM

$4.30B

Expense Ratio

Winner

NEAR

0.25%

QTUM

0.40%

Max Drawdown

Winner

NEAR

9.68%

QTUM

39.25%

Sharpe Ratio

NEAR

0.47

Winner

QTUM

2.33

5Y Beta

Winner

NEAR

0.00

QTUM

1.42

P/E Ratio

NEAR

N/A

QTUM

80.89

Forward P/E

NEAR

N/A

QTUM

25.96

PEG Ratio

NEAR

N/A

QTUM

0.55

5Y Dividends CAGR

NEAR

32.72%

Winner

QTUM

51.02%

5Y EPS CAGR

NEAR

N/A

QTUM

13.90%

P/S Ratio

NEAR

N/A

QTUM

1.44

P/B Ratio

NEAR

N/A

QTUM

6.11

NEAR vs QTUM - Historical Returns

Returns include dividend reinvestment.

Period	NEAR	QTUM
1 month	+0.09%	+20.64%
3 months	+0.02%	+24.59%
6 months	+1.34%	+30.81%
1 year	+4.50%	+75.39%
5 years(CAGR)	+3.84%	+27.97%
10 years(CAGR)	+2.85%	N/A
Max(CAGR)	+2.43%	+26.81%

NEAR

+0.09%

Winner

QTUM

+20.64%

NEAR

+0.02%

Winner

QTUM

+24.59%

NEAR

+1.34%

Winner

QTUM

+30.81%

NEAR

+4.50%

Winner

QTUM

+75.39%

5Y(CAGR)

NEAR

+3.84%

Winner

QTUM

+27.97%

10Y(CAGR)

NEAR

+2.85%

QTUM

N/A

Max(CAGR)

NEAR

+2.43%

Winner

QTUM

+26.81%

NEAR vs QTUM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NEAR	QTUM
2026	+0.55%	+28.38%
2025	+5.96%	+34.57%
2024	+5.16%	+53.69%
2023	+7.44%	+39.72%
2022	+0.43%	-29.51%
2021	+0.34%	+34.23%
2020	+1.39%	+39.47%
2019	+3.53%	+47.21%
2018	+1.67%	-19.02%
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 QTUM Drawdown Comparison

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

The maximum drawdown for QTUM was -38.44%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

The current NEAR drawdown is -0.23%. The current QTUM drawdown is -2.60%.

Rank	NEAR	QTUM
#1	-9.61% Mar 5, 2020 - Jul 24, 2020	-38.44% Nov 16, 2021 - Jan 23, 2024
#2	-1.32% Oct 5, 2021 - Dec 19, 2022	-35.49% Feb 12, 2020 - Jul 6, 2020
#3	-1.16% Apr 3, 2025 - Apr 29, 2025	-25.38% Dec 17, 2024 - May 20, 2025
#4	-1.13% Feb 27, 2026 - Mar 26, 2026	-24.32% Sep 25, 2018 - Apr 12, 2019
#5	-0.76% Sep 24, 2024 - Dec 4, 2024	-17.17% Jul 16, 2024 - Nov 11, 2024
#6	-0.61% Apr 30, 2025 - Jun 11, 2025	-15.26% Jan 28, 2026 - Apr 14, 2026
#7	-0.58% Mar 27, 2024 - May 3, 2024	-13.03% Feb 12, 2021 - Jun 29, 2021
#8	-0.56% Feb 1, 2024 - Mar 7, 2024	-12.81% Oct 31, 2025 - Dec 10, 2025
#9	-0.46% Mar 8, 2024 - Mar 27, 2024	-11.92% Mar 7, 2024 - May 24, 2024
#10	-0.46% Dec 6, 2024 - Jan 8, 2025	-10.74% May 3, 2019 - Jul 23, 2019
#11	-0.34% Oct 15, 2014 - Feb 25, 2015	-8.55% Sep 2, 2020 - Oct 9, 2020
#12	-0.30% Nov 3, 2023 - Nov 14, 2023	-8.50% Jul 24, 2019 - Sep 11, 2019
#13	-0.29% May 15, 2024 - Jun 3, 2024	-8.06% Oct 12, 2020 - Nov 5, 2020
#14	-0.25% Dec 7, 2023 - Dec 13, 2023	-7.22% Dec 10, 2025 - Jan 6, 2026
#15	-0.25% Jan 8, 2025 - Jan 15, 2025	-6.48% Sep 23, 2021 - Oct 25, 2021

Correlation

Correlation between NEAR and QTUM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

NEAR vs QTUM dividend yield comparison.

Year	NEAR	QTUM
2026	1.40%	0.16%
2025	4.54%	1.01%
2024	5.00%	0.61%
2023	4.59%	0.81%
2022	1.78%	1.46%
2021	0.76%	0.48%
2020	1.53%	0.42%
2019	2.69%	0.61%
2018	2.25%	0.21%
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%