QTUM vs NEAR

Comparison between DEFIANCE QUANTUM ETF (QTUM, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

5-Year PerformanceQTUM has outperformed NEAR, delivering a return of +28.0% compared to +3.8%

QTUM vs NEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QTUM(ETF)	NEAR(ETF)
Net Assets	$4.30B	$4.30B
Expense Ratio	0.40%	0.25%
Max Drawdown	39.25%	9.68%
Sharpe Ratio	2.33	0.47
5Y Beta	1.42	0.00
P/E Ratio	80.89	N/A
Forward P/E	25.96	N/A
PEG Ratio	0.55	N/A
5Y Dividends CAGR	51.02%	32.72%
5Y EPS CAGR	13.90%	N/A
P/S Ratio	1.44	N/A
P/B Ratio	6.11	N/A

Net Assets

QTUM

$4.30B

NEAR

$4.30B

Expense Ratio

QTUM

0.40%

Winner

NEAR

0.25%

Max Drawdown

QTUM

39.25%

Winner

NEAR

9.68%

Sharpe Ratio

Winner

QTUM

2.33

NEAR

0.47

5Y Beta

QTUM

1.42

Winner

NEAR

0.00

P/E Ratio

QTUM

80.89

NEAR

N/A

Forward P/E

QTUM

25.96

NEAR

N/A

PEG Ratio

QTUM

0.55

NEAR

N/A

5Y Dividends CAGR

Winner

QTUM

51.02%

NEAR

32.72%

5Y EPS CAGR

QTUM

13.90%

NEAR

N/A

P/S Ratio

QTUM

1.44

NEAR

N/A

P/B Ratio

QTUM

6.11

NEAR

N/A

QTUM vs NEAR - Historical Returns

Returns include dividend reinvestment.

Period	QTUM	NEAR
1 month	+20.64%	+0.09%
3 months	+24.59%	+0.02%
6 months	+30.81%	+1.34%
1 year	+75.39%	+4.50%
5 years(CAGR)	+27.97%	+3.84%
10 years(CAGR)	N/A	+2.85%
Max(CAGR)	+26.81%	+2.43%

Winner

QTUM

+20.64%

NEAR

+0.09%

Winner

QTUM

+24.59%

NEAR

+0.02%

Winner

QTUM

+30.81%

NEAR

+1.34%

Winner

QTUM

+75.39%

NEAR

+4.50%

5Y(CAGR)

Winner

QTUM

+27.97%

NEAR

+3.84%

10Y(CAGR)

QTUM

N/A

NEAR

+2.85%

Max(CAGR)

Winner

QTUM

+26.81%

NEAR

+2.43%

QTUM vs NEAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	QTUM	NEAR
2026	+28.38%	+0.55%
2025	+34.57%	+5.96%
2024	+53.69%	+5.16%
2023	+39.72%	+7.44%
2022	-29.51%	+0.43%
2021	+34.23%	+0.34%
2020	+39.47%	+1.39%
2019	+47.21%	+3.53%
2018	-19.02%	+1.67%
2017	N/A	+1.43%
2016	N/A	+1.58%
2015	N/A	+0.85%
2014	N/A	+0.59%
2013	N/A	+0.35%

QTUM vs NEAR Drawdown Comparison

The maximum drawdown for QTUM was -38.44%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

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

The current QTUM drawdown is -2.60%. The current NEAR drawdown is -0.23%.

Rank	QTUM	NEAR
#1	-38.44% Nov 16, 2021 - Jan 23, 2024	-9.61% Mar 5, 2020 - Jul 24, 2020
#2	-35.49% Feb 12, 2020 - Jul 6, 2020	-1.32% Oct 5, 2021 - Dec 19, 2022
#3	-25.38% Dec 17, 2024 - May 20, 2025	-1.16% Apr 3, 2025 - Apr 29, 2025
#4	-24.32% Sep 25, 2018 - Apr 12, 2019	-1.13% Feb 27, 2026 - Mar 26, 2026
#5	-17.17% Jul 16, 2024 - Nov 11, 2024	-0.76% Sep 24, 2024 - Dec 4, 2024
#6	-15.26% Jan 28, 2026 - Apr 14, 2026	-0.61% Apr 30, 2025 - Jun 11, 2025
#7	-13.03% Feb 12, 2021 - Jun 29, 2021	-0.58% Mar 27, 2024 - May 3, 2024
#8	-12.81% Oct 31, 2025 - Dec 10, 2025	-0.56% Feb 1, 2024 - Mar 7, 2024
#9	-11.92% Mar 7, 2024 - May 24, 2024	-0.46% Mar 8, 2024 - Mar 27, 2024
#10	-10.74% May 3, 2019 - Jul 23, 2019	-0.46% Dec 6, 2024 - Jan 8, 2025
#11	-8.55% Sep 2, 2020 - Oct 9, 2020	-0.34% Oct 15, 2014 - Feb 25, 2015
#12	-8.50% Jul 24, 2019 - Sep 11, 2019	-0.30% Nov 3, 2023 - Nov 14, 2023
#13	-8.06% Oct 12, 2020 - Nov 5, 2020	-0.29% May 15, 2024 - Jun 3, 2024
#14	-7.22% Dec 10, 2025 - Jan 6, 2026	-0.25% Dec 7, 2023 - Dec 13, 2023
#15	-6.48% Sep 23, 2021 - Oct 25, 2021	-0.25% Jan 8, 2025 - Jan 15, 2025

Correlation

Correlation between QTUM and NEAR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

QTUM vs NEAR dividend yield comparison.

Year	QTUM	NEAR
2026	0.16%	1.40%
2025	1.01%	4.54%
2024	0.61%	5.00%
2023	0.81%	4.59%
2022	1.46%	1.78%
2021	0.48%	0.76%
2020	0.42%	1.53%
2019	0.61%	2.69%
2018	0.21%	2.25%
2017	0.00%	1.52%
2016	0.00%	1.07%
2015	0.00%	0.85%
2014	0.00%	0.85%
2013	0.00%	0.15%