NEAR vs TOTL

Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL, ETF).

5-Year PerformanceNEAR has outperformed TOTL, delivering a return of +3.9% compared to +0.7%

NEAR vs TOTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEAR(ETF)	TOTL(ETF)
Net Assets	$4.20B	$4.20B
Expense Ratio	0.25%	0.55%
Max Drawdown	9.68%	25.48%
Sharpe Ratio	0.54	0.28
5Y Beta	0.00	0.02
5Y Dividends CAGR	32.72%	10.60%

Net Assets

NEAR

$4.20B

TOTL

$4.20B

Expense Ratio

Winner

NEAR

0.25%

TOTL

0.55%

Max Drawdown

Winner

NEAR

9.68%

TOTL

25.48%

Sharpe Ratio

Winner

NEAR

0.54

TOTL

0.28

5Y Beta

Winner

NEAR

0.00

TOTL

0.02

5Y Dividends CAGR

Winner

NEAR

32.72%

TOTL

10.60%

NEAR vs TOTL - Historical Returns

Returns include dividend reinvestment.

Period	NEAR	TOTL
1 month	+0.34%	+0.07%
3 months	+0.23%	-0.45%
6 months	+1.48%	+0.61%
1 year	+4.55%	+5.16%
5 years(CAGR)	+3.87%	+0.70%
10 years(CAGR)	+2.86%	+1.72%
Max(CAGR)	+2.44%	+1.76%

Winner

NEAR

+0.34%

TOTL

+0.07%

Winner

NEAR

+0.23%

TOTL

-0.45%

Winner

NEAR

+1.48%

TOTL

+0.61%

NEAR

+4.55%

Winner

TOTL

+5.16%

5Y(CAGR)

Winner

NEAR

+3.87%

TOTL

+0.70%

10Y(CAGR)

Winner

NEAR

+2.86%

TOTL

+1.72%

Max(CAGR)

Winner

NEAR

+2.44%

TOTL

+1.76%

NEAR vs TOTL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NEAR	TOTL
2026	+0.68%	+0.06%
2025	+5.96%	+7.65%
2024	+5.16%	+3.51%
2023	+7.44%	+5.14%
2022	+0.43%	-11.37%
2021	+0.34%	-0.98%
2020	+1.39%	+3.42%
2019	+3.53%	+7.11%
2018	+1.67%	+0.95%
2017	+1.43%	+3.49%
2016	+1.58%	+2.64%
2015	+0.85%	-0.28%
2014	+0.59%	N/A
2013	+0.35%	N/A

NEAR vs TOTL Drawdown Comparison

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

The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.

The current NEAR drawdown is -0.11%. The current TOTL drawdown is -1.57%.

Rank	NEAR	TOTL
#1	-9.61% Mar 5, 2020 - Jul 24, 2020	-16.48% Sep 2, 2021 - Aug 29, 2025
#2	-1.32% Oct 5, 2021 - Dec 19, 2022	-7.29% Mar 6, 2020 - Jul 30, 2020
#3	-1.16% Apr 3, 2025 - Apr 29, 2025	-3.29% Sep 29, 2016 - Apr 18, 2017
#4	-1.13% Feb 27, 2026 - Mar 26, 2026	-3.04% Sep 5, 2017 - Jan 3, 2019
#5	-0.76% Sep 24, 2024 - Dec 4, 2024	-2.79% Feb 27, 2026 - Mar 27, 2026
#6	-0.61% Apr 30, 2025 - Jun 11, 2025	-1.99% Jan 27, 2021 - Sep 2, 2021
#7	-0.58% Mar 27, 2024 - May 3, 2024	-1.41% Oct 4, 2019 - Jan 3, 2020
#8	-0.56% Feb 1, 2024 - Mar 7, 2024	-1.35% Oct 14, 2015 - Feb 8, 2016
#9	-0.46% Mar 8, 2024 - Mar 27, 2024	-1.31% Sep 4, 2019 - Oct 3, 2019
#10	-0.46% Dec 6, 2024 - Jan 8, 2025	-1.22% Apr 20, 2015 - Oct 2, 2015
#11	-0.34% Oct 15, 2014 - Feb 25, 2015	-1.13% Aug 6, 2020 - Dec 11, 2020
#12	-0.30% Nov 3, 2023 - Nov 14, 2023	-1.00% Oct 22, 2025 - Nov 25, 2025
#13	-0.29% May 15, 2024 - Jun 3, 2024	-0.94% Jun 26, 2017 - Aug 1, 2017
#14	-0.25% Dec 7, 2023 - Dec 13, 2023	-0.80% Feb 24, 2015 - Mar 23, 2015
#15	-0.25% Jan 8, 2025 - Jan 15, 2025	-0.77% Nov 26, 2025 - Dec 29, 2025

Correlation

Correlation between NEAR and TOTL is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2013 - 2026)

NEAR vs TOTL dividend yield comparison.

Year	NEAR	TOTL
2026	1.40%	1.65%
2025	4.54%	5.23%
2024	5.00%	5.35%
2023	4.59%	4.85%
2022	1.78%	4.68%
2021	0.76%	3.07%
2020	1.53%	2.91%
2019	2.69%	3.31%
2018	2.25%	3.41%
2017	1.52%	3.00%
2016	1.07%	3.25%
2015	0.85%	2.67%
2014	0.85%	0.00%
2013	0.15%	0.00%