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NEAR vs VAW

Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and VANGUARD MATERIALS INDEX FUND ETF SHARES (VAW, ETF).

5-Year PerformanceVAW has outperformed NEAR, delivering a return of +5.7% compared to +3.9%

NEAR vs VAW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NEAR
$4.20B
Winner
VAW
$4.30B
Expense Ratio
NEAR
0.25%
Winner
VAW
0.09%
Max Drawdown
Winner
NEAR
9.68%
VAW
63.47%
Sharpe Ratio
NEAR
0.54
Winner
VAW
1.33
5Y Beta
Winner
NEAR
0.00
VAW
0.85
P/E Ratio
NEAR
N/A
VAW
33.83
Forward P/E
NEAR
N/A
VAW
18.45
5Y Dividends CAGR
Winner
NEAR
32.72%
VAW
14.00%
5Y EPS CAGR
NEAR
N/A
VAW
19.68%
Debt to Equity
NEAR
N/A
VAW
53.11%
P/S Ratio
NEAR
N/A
VAW
2.09
P/B Ratio
NEAR
N/A
VAW
3.04

NEAR vs VAW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NEAR
+0.34%
VAW
-0.60%
3M
Winner
NEAR
+0.23%
VAW
-1.58%
6M
NEAR
+1.48%
Winner
VAW
+20.78%
1Y
NEAR
+4.55%
Winner
VAW
+26.93%
5Y(CAGR)
NEAR
+3.87%
Winner
VAW
+5.67%
10Y(CAGR)
NEAR
+2.86%
Winner
VAW
+10.80%
Max(CAGR)
NEAR
+2.44%
Winner
VAW
+9.27%

NEAR vs VAW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearNEARVAW
2026+0.68%+10.98%
2025+5.96%+13.45%
2024+5.16%+0.72%
2023+7.44%+13.72%
2022+0.43%-10.82%
2021+0.34%+28.37%
2020+1.39%+20.65%
2019+3.53%+22.95%
2018+1.67%-18.75%
2017+1.43%+22.77%
2016+1.58%+23.44%
2015+0.85%-10.48%
2014+0.59%+6.67%
2013+0.35%+21.70%
2012N/A+14.15%
2011N/A-10.25%
2010N/A+20.83%
2009N/A+45.94%
2008N/A-46.00%
2007N/A+26.82%
2006N/A+17.74%
2005N/A+4.50%
2004N/A+21.63%

NEAR vs VAW Drawdown Comparison

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

The maximum drawdown for VAW was -62.12%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.

The current NEAR drawdown is -0.11%. The current VAW drawdown is -4.11%.

RankNEARVAW
#1-9.61%
Mar 5, 2020 - Jul 24, 2020
-62.12%
May 16, 2008 - Jan 9, 2013
#2-1.32%
Oct 5, 2021 - Dec 19, 2022
-41.14%
Jan 26, 2018 - Sep 1, 2020
#3-1.16%
Apr 3, 2025 - Apr 29, 2025
-27.23%
Feb 24, 2015 - Nov 15, 2016
#4-1.13%
Feb 27, 2026 - Mar 26, 2026
-25.49%
Apr 20, 2022 - Feb 29, 2024
#5-0.76%
Sep 24, 2024 - Dec 4, 2024
-23.20%
Oct 18, 2024 - Dec 26, 2025
#6-0.61%
Apr 30, 2025 - Jun 11, 2025
-16.60%
May 9, 2006 - Nov 22, 2006
#7-0.58%
Mar 27, 2024 - May 3, 2024
-16.36%
Mar 4, 2005 - Jan 26, 2006
#8-0.56%
Feb 1, 2024 - Mar 7, 2024
-15.95%
Jul 19, 2007 - Oct 9, 2007
#9-0.46%
Mar 8, 2024 - Mar 27, 2024
-15.12%
Dec 10, 2007 - Apr 4, 2008
#10-0.46%
Dec 6, 2024 - Jan 8, 2025
-13.42%
Feb 27, 2026 - Mar 20, 2026
#11-0.34%
Oct 15, 2014 - Feb 25, 2015
-12.15%
Sep 5, 2014 - Feb 13, 2015
#12-0.30%
Nov 3, 2023 - Nov 14, 2023
-12.02%
Mar 1, 2004 - Sep 2, 2004
#13-0.29%
May 15, 2024 - Jun 3, 2024
-11.29%
Oct 31, 2007 - Dec 10, 2007
#14-0.25%
Dec 7, 2023 - Dec 13, 2023
-10.81%
Jan 4, 2022 - Mar 25, 2022
#15-0.25%
Jan 8, 2025 - Jan 15, 2025
-10.71%
May 17, 2021 - Nov 8, 2021

Correlation

Correlation between NEAR and VAW is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2004 - 2026)

NEAR vs VAW dividend yield comparison.

YearNEARVAW
20261.40%0.34%
20254.54%1.55%
20245.00%1.70%
20234.59%1.72%
20221.78%1.98%
20210.76%1.44%
20201.53%1.67%
20192.69%1.94%
20182.25%2.03%
20171.52%1.63%
20161.07%1.67%
20150.85%2.30%
20140.85%1.76%
20130.15%1.84%
20120.00%1.87%
20110.00%2.16%
20100.00%2.18%
20090.00%1.36%
20080.00%3.52%
20070.00%1.45%
20060.00%1.61%
20050.00%1.61%
20040.00%1.66%

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