NEAR vs SBIL
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and Simplify Government Money Market ETF (SBIL, ETF).
NEAR vs SBIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NEAR
$4.90B
SBIL
$4.90B
Expense Ratio
NEAR
0.25%
Winner
SBIL
0.15%
Max Drawdown
NEAR
9.68%
Winner
SBIL
0.48%
Sharpe Ratio
Winner
NEAR
-0.37
SBIL
-0.41
5Y Beta
NEAR
0.01
Winner
SBIL
0.00
5Y Dividends CAGR
NEAR
34.34%
SBIL
N/A
NEAR vs SBIL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NEAR
+0.53%
SBIL
+0.32%
3M
NEAR
+0.83%
Winner
SBIL
+0.91%
6M
NEAR
+0.74%
Winner
SBIL
+1.79%
1Y
NEAR
+3.47%
Winner
SBIL
+3.79%
5Y(CAGR)
NEAR
+3.98%
SBIL
N/A
10Y(CAGR)
NEAR
+2.88%
SBIL
N/A
Max(CAGR)
NEAR
+2.44%
Winner
SBIL
+3.84%
NEAR vs SBIL - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | SBIL |
|---|---|---|
| 2026 | +1.36% | +2.26% |
| 2025 | +5.96% | +1.88% |
| 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 SBIL Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for SBIL was -0.03%, occurring on Jul 29, 2025. Recovery took 5 trading sessions.
The current NEAR drawdown is -0.04%.
| Rank | NEAR | SBIL |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -0.03% Jul 28, 2025 - Aug 4, 2025 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -0.02% Apr 28, 2026 - Apr 30, 2026 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -0.02% May 6, 2026 - May 8, 2026 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -0.02% Nov 10, 2025 - Nov 14, 2025 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -0.02% May 22, 2026 - May 27, 2026 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -0.02% Aug 20, 2025 - Aug 22, 2025 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -0.02% Feb 3, 2026 - Feb 6, 2026 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -0.01% Jan 28, 2026 - Jan 30, 2026 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -0.01% Mar 3, 2026 - Mar 9, 2026 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -0.01% Mar 12, 2026 - Mar 16, 2026 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -0.01% Aug 22, 2025 - Aug 27, 2025 |
| #12 | -0.32% Jul 6, 2026 - Aug 3, 2026 | -0.01% Nov 21, 2025 - Nov 25, 2025 |
| #13 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -0.01% Sep 26, 2025 - Sep 30, 2025 |
| #14 | -0.29% May 15, 2024 - Jun 3, 2024 | -0.01% Jul 21, 2025 - Jul 24, 2025 |
| #15 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -0.01% Aug 5, 2026 - Aug 10, 2026 |
Correlation
Correlation between NEAR and SBIL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
NEAR vs SBIL dividend yield comparison.
| Year | NEAR | SBIL |
|---|---|---|
| 2026 | 2.48% | 2.07% |
| 2025 | 4.54% | 1.79% |
| 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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