NEAR vs SLYV
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF (SLYV, ETF).
5-Year PerformanceSLYV has outperformed NEAR, delivering a return of +8.8% compared to +3.9%
NEAR vs SLYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs SLYV - Historical Returns
Returns include dividend reinvestment.
NEAR vs SLYV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | SLYV |
|---|---|---|
| 2026 | +0.95% | +21.08% |
| 2025 | +5.96% | +6.95% |
| 2024 | +5.16% | +7.71% |
| 2023 | +7.44% | +14.75% |
| 2022 | +0.43% | -12.49% |
| 2021 | +0.34% | +32.09% |
| 2020 | +1.39% | +2.89% |
| 2019 | +3.53% | +22.93% |
| 2018 | +1.67% | -13.66% |
| 2017 | +1.43% | +10.65% |
| 2016 | +1.58% | +33.70% |
| 2015 | +0.85% | -6.11% |
| 2014 | +0.59% | +8.03% |
| 2013 | +0.35% | +36.44% |
| 2012 | N/A | +14.72% |
| 2011 | N/A | -3.60% |
| 2010 | N/A | +22.52% |
| 2009 | N/A | +34.31% |
| 2008 | N/A | -32.98% |
| 2007 | N/A | -4.23% |
| 2006 | N/A | +17.84% |
| 2005 | N/A | +7.43% |
| 2004 | N/A | +17.66% |
| 2003 | N/A | +40.39% |
| 2002 | N/A | -2.12% |
| 2001 | N/A | +15.20% |
| 2000 | N/A | +12.56% |
NEAR vs SLYV Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.
The current NEAR drawdown is -0.04%.
| Rank | NEAR | SLYV |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -61.18% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -47.71% Aug 22, 2018 - Jan 6, 2021 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -28.68% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -27.05% May 3, 2002 - Jul 7, 2003 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -26.79% Jul 7, 2011 - Feb 1, 2012 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -24.16% Nov 5, 2021 - Jul 16, 2024 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -20.29% Jun 23, 2015 - Jul 11, 2016 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -18.33% Aug 21, 2001 - Dec 27, 2001 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -13.92% Mar 26, 2012 - Sep 7, 2012 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -12.61% Jun 8, 2021 - Nov 5, 2021 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -12.54% Apr 2, 2004 - Nov 4, 2004 |
| #12 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -11.21% Jul 3, 2014 - Nov 12, 2014 |
| #13 | -0.29% May 15, 2024 - Jun 3, 2024 | -10.95% Dec 31, 2004 - Jun 17, 2005 |
| #14 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -10.41% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.25% Dec 7, 2023 - Dec 13, 2023 | -10.20% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between NEAR and SLYV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
NEAR vs SLYV dividend yield comparison.
| Year | NEAR | SLYV |
|---|---|---|
| 2026 | 2.11% | 0.85% |
| 2025 | 4.54% | 2.02% |
| 2024 | 5.00% | 2.30% |
| 2023 | 4.59% | 2.11% |
| 2022 | 1.78% | 1.47% |
| 2021 | 0.76% | 1.94% |
| 2020 | 1.53% | 1.40% |
| 2019 | 2.69% | 1.67% |
| 2018 | 2.25% | 2.14% |
| 2017 | 1.52% | 5.53% |
| 2016 | 1.07% | 2.18% |
| 2015 | 0.85% | 6.55% |
| 2014 | 0.85% | 7.50% |
| 2013 | 0.15% | 1.58% |
| 2012 | 0.00% | 2.01% |
| 2011 | 0.00% | 1.19% |
| 2010 | 0.00% | 1.99% |
| 2009 | 0.00% | 2.05% |
| 2008 | 0.00% | 3.74% |
| 2007 | 0.00% | 2.83% |
| 2006 | 0.00% | 2.22% |
| 2005 | 0.00% | 5.00% |
| 2004 | 0.00% | 5.85% |
| 2003 | 0.00% | 4.07% |
| 2002 | 0.00% | 3.55% |
| 2001 | 0.00% | 5.65% |
| 2000 | 0.00% | 0.79% |
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