NEAR vs USRT
Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
5-Year PerformanceUSRT has outperformed NEAR, delivering a return of +5.0% compared to +3.9%
NEAR vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEAR vs USRT - Historical Returns
Returns include dividend reinvestment.
NEAR vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NEAR | USRT |
|---|---|---|
| 2026 | +1.20% | +19.14% |
| 2025 | +5.96% | +3.39% |
| 2024 | +5.16% | +7.56% |
| 2023 | +7.44% | +14.00% |
| 2022 | +0.43% | -24.01% |
| 2021 | +0.34% | +48.36% |
| 2020 | +1.39% | -6.52% |
| 2019 | +3.53% | +28.98% |
| 2018 | +1.67% | -4.39% |
| 2017 | +1.43% | +4.73% |
| 2016 | +1.58% | +9.79% |
| 2015 | +0.85% | +3.17% |
| 2014 | +0.59% | +29.43% |
| 2013 | +0.35% | -2.53% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | +7.48% |
| 2010 | N/A | +27.25% |
| 2009 | N/A | +30.21% |
| 2008 | N/A | -37.20% |
| 2007 | N/A | -18.58% |
NEAR vs USRT Drawdown Comparison
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current USRT drawdown is -3.49%.
| Rank | NEAR | USRT |
|---|---|---|
| #1 | -9.61% Mar 5, 2020 - Jul 24, 2020 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -1.32% Oct 5, 2021 - Dec 19, 2022 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -1.16% Apr 3, 2025 - Apr 29, 2025 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -1.13% Feb 27, 2026 - Jun 15, 2026 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -0.76% Sep 24, 2024 - Dec 4, 2024 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -0.61% Apr 30, 2025 - Jun 11, 2025 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -0.58% Mar 27, 2024 - May 3, 2024 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -0.56% Feb 1, 2024 - Mar 7, 2024 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -0.46% Mar 8, 2024 - Mar 27, 2024 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -0.46% Dec 6, 2024 - Jan 8, 2025 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -0.34% Oct 15, 2014 - Feb 25, 2015 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -0.32% Jul 6, 2026 - Aug 3, 2026 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -0.30% Nov 3, 2023 - Nov 14, 2023 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -0.29% May 15, 2024 - Jun 3, 2024 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -0.26% Jun 16, 2026 - Jun 26, 2026 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between NEAR and USRT is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
NEAR vs USRT dividend yield comparison.
| Year | NEAR | USRT |
|---|---|---|
| 2026 | 2.48% | 0.87% |
| 2025 | 4.54% | 3.07% |
| 2024 | 5.00% | 2.85% |
| 2023 | 4.59% | 3.18% |
| 2022 | 1.78% | 3.46% |
| 2021 | 0.76% | 2.27% |
| 2020 | 1.53% | 3.12% |
| 2019 | 2.69% | 3.34% |
| 2018 | 2.25% | 5.66% |
| 2017 | 1.52% | 3.43% |
| 2016 | 1.07% | 3.98% |
| 2015 | 0.85% | 3.59% |
| 2014 | 0.85% | 3.46% |
| 2013 | 0.15% | 3.84% |
| 2012 | 0.00% | 3.48% |
| 2011 | 0.00% | 3.95% |
| 2010 | 0.00% | 3.56% |
| 2009 | 0.00% | 3.52% |
| 2008 | 0.00% | 9.54% |
| 2007 | 0.00% | 3.51% |
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