SLYV vs NEAR

Comparison between SPDR(R) S & P 600 SMALL CAP VALUE ETF (SLYV, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

5-Year PerformanceSLYV has outperformed NEAR, delivering a return of +5.8% compared to +3.9%

SLYV vs NEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLYV(ETF)	NEAR(ETF)
Net Assets	$4.10B	$4.20B
Expense Ratio	0.15%	0.25%
Max Drawdown	63.11%	9.68%
Sharpe Ratio	1.78	0.54
5Y Beta	1.00	0.00
P/E Ratio	80.78	N/A
Forward P/E	13.14	N/A
5Y Dividends CAGR	12.15%	32.72%
5Y EPS CAGR	5.82%	N/A
Debt to Equity	49.67%	N/A
P/S Ratio	0.85	N/A
P/B Ratio	1.51	N/A

Net Assets

SLYV

$4.10B

Winner

NEAR

$4.20B

Expense Ratio

Winner

SLYV

0.15%

NEAR

0.25%

Max Drawdown

SLYV

63.11%

Winner

NEAR

9.68%

Sharpe Ratio

Winner

SLYV

1.78

NEAR

0.54

5Y Beta

SLYV

1.00

Winner

NEAR

0.00

P/E Ratio

SLYV

80.78

NEAR

N/A

Forward P/E

SLYV

13.14

NEAR

N/A

5Y Dividends CAGR

SLYV

12.15%

Winner

NEAR

32.72%

5Y EPS CAGR

SLYV

5.82%

NEAR

N/A

Debt to Equity

SLYV

49.67%

NEAR

N/A

P/S Ratio

SLYV

0.85

NEAR

N/A

P/B Ratio

SLYV

1.51

NEAR

N/A

SLYV vs NEAR - Historical Returns

Returns include dividend reinvestment.

Period	SLYV	NEAR
1 month	+6.05%	+0.34%
3 months	+3.17%	+0.23%
6 months	+18.38%	+1.48%
1 year	+39.46%	+4.55%
5 years(CAGR)	+5.83%	+3.87%
10 years(CAGR)	+10.42%	+2.86%
Max(CAGR)	+10.62%	+2.44%

Winner

SLYV

+6.05%

NEAR

+0.34%

Winner

SLYV

+3.17%

NEAR

+0.23%

Winner

SLYV

+18.38%

NEAR

+1.48%

Winner

SLYV

+39.46%

NEAR

+4.55%

5Y(CAGR)

Winner

SLYV

+5.83%

NEAR

+3.87%

10Y(CAGR)

Winner

SLYV

+10.42%

NEAR

+2.86%

Max(CAGR)

Winner

SLYV

+10.62%

NEAR

+2.44%

SLYV vs NEAR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLYV	NEAR
2026	+13.37%	+0.68%
2025	+6.95%	+5.96%
2024	+7.71%	+5.16%
2023	+14.75%	+7.44%
2022	-12.49%	+0.43%
2021	+32.09%	+0.34%
2020	+2.89%	+1.39%
2019	+22.93%	+3.53%
2018	-13.66%	+1.67%
2017	+10.65%	+1.43%
2016	+33.70%	+1.58%
2015	-6.11%	+0.85%
2014	+8.03%	+0.59%
2013	+36.44%	+0.35%
2012	+14.72%	N/A
2011	-3.60%	N/A
2010	+22.52%	N/A
2009	+34.31%	N/A
2008	-32.98%	N/A
2007	-4.23%	N/A
2006	+17.84%	N/A
2005	+7.43%	N/A
2004	+17.66%	N/A
2003	+40.39%	N/A
2002	-2.12%	N/A
2001	+15.20%	N/A
2000	+12.56%	N/A

SLYV vs NEAR Drawdown Comparison

The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.

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

The current SLYV drawdown is -0.26%. The current NEAR drawdown is -0.11%.

Rank	SLYV	NEAR
#1	-61.18% Jun 4, 2007 - Feb 7, 2011	-9.61% Mar 5, 2020 - Jul 24, 2020
#2	-47.71% Aug 22, 2018 - Jan 6, 2021	-1.32% Oct 5, 2021 - Dec 19, 2022
#3	-28.68% Nov 25, 2024 - Dec 10, 2025	-1.16% Apr 3, 2025 - Apr 29, 2025
#4	-27.05% May 3, 2002 - Jul 7, 2003	-1.13% Feb 27, 2026 - Mar 26, 2026
#5	-26.79% Jul 7, 2011 - Feb 1, 2012	-0.76% Sep 24, 2024 - Dec 4, 2024
#6	-24.16% Nov 5, 2021 - Jul 16, 2024	-0.61% Apr 30, 2025 - Jun 11, 2025
#7	-20.29% Jun 23, 2015 - Jul 11, 2016	-0.58% Mar 27, 2024 - May 3, 2024
#8	-18.33% Aug 21, 2001 - Dec 27, 2001	-0.56% Feb 1, 2024 - Mar 7, 2024
#9	-13.92% Mar 26, 2012 - Sep 7, 2012	-0.46% Mar 8, 2024 - Mar 27, 2024
#10	-12.61% Jun 8, 2021 - Nov 5, 2021	-0.46% Dec 6, 2024 - Jan 8, 2025
#11	-12.54% Apr 2, 2004 - Nov 4, 2004	-0.34% Oct 15, 2014 - Feb 25, 2015
#12	-11.21% Jul 3, 2014 - Nov 12, 2014	-0.30% Nov 3, 2023 - Nov 14, 2023
#13	-10.95% Dec 31, 2004 - Jun 17, 2005	-0.29% May 15, 2024 - Jun 3, 2024
#14	-10.41% Sep 14, 2012 - Jan 2, 2013	-0.25% Dec 7, 2023 - Dec 13, 2023
#15	-10.20% Mar 12, 2021 - Jun 1, 2021	-0.25% Jan 8, 2025 - Jan 15, 2025

Correlation

Correlation between SLYV and NEAR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2000 - 2026)

SLYV vs NEAR dividend yield comparison.

Year	SLYV	NEAR
2026	0.40%	1.40%
2025	2.02%	4.54%
2024	2.30%	5.00%
2023	2.11%	4.59%
2022	1.47%	1.78%
2021	1.94%	0.76%
2020	1.40%	1.53%
2019	1.67%	2.69%
2018	2.14%	2.25%
2017	5.53%	1.52%
2016	2.18%	1.07%
2015	6.55%	0.85%
2014	7.50%	0.85%
2013	1.58%	0.15%
2012	2.01%	0.00%
2011	1.19%	0.00%
2010	1.99%	0.00%
2009	2.05%	0.00%
2008	3.74%	0.00%
2007	2.83%	0.00%
2006	2.22%	0.00%
2005	5.00%	0.00%
2004	5.85%	0.00%
2003	4.07%	0.00%
2002	3.55%	0.00%
2001	5.65%	0.00%
2000	0.79%	0.00%