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VAW vs NEAR

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

5-Year PerformanceVAW has outperformed NEAR, delivering a return of +6.8% compared to +3.9%

VAW vs NEAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VAW
$4.50B
Winner
NEAR
$4.60B
Expense Ratio
Winner
VAW
0.09%
NEAR
0.25%
Max Drawdown
VAW
63.47%
Winner
NEAR
9.68%
Sharpe Ratio
Winner
VAW
0.98
NEAR
0.07
5Y Beta
VAW
0.87
Winner
NEAR
0.01
P/E Ratio
VAW
33.54
NEAR
N/A
Forward P/E
VAW
17.59
NEAR
N/A
5Y Dividends CAGR
VAW
14.00%
Winner
NEAR
33.34%
5Y EPS CAGR
VAW
19.62%
NEAR
N/A
Debt to Equity
VAW
50.63%
NEAR
N/A
P/S Ratio
VAW
2.04
NEAR
N/A
P/B Ratio
VAW
3.03
NEAR
N/A

VAW vs NEAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VAW
+0.83%
NEAR
+0.21%
3M
Winner
VAW
+7.09%
NEAR
+0.74%
6M
Winner
VAW
+9.67%
NEAR
+0.97%
1Y
Winner
VAW
+20.67%
NEAR
+3.77%
5Y(CAGR)
Winner
VAW
+6.80%
NEAR
+3.86%
10Y(CAGR)
Winner
VAW
+9.94%
NEAR
+2.84%
Max(CAGR)
Winner
VAW
+9.14%
NEAR
+2.42%

VAW vs NEAR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVAWNEAR
2026+9.28%+0.70%
2025+13.45%+5.96%
2024+0.72%+5.16%
2023+13.72%+7.44%
2022-10.82%+0.43%
2021+28.37%+0.34%
2020+20.65%+1.39%
2019+22.95%+3.53%
2018-18.75%+1.67%
2017+22.77%+1.43%
2016+23.44%+1.58%
2015-10.48%+0.85%
2014+6.67%+0.59%
2013+21.70%+0.35%
2012+14.15%N/A
2011-10.25%N/A
2010+20.83%N/A
2009+45.94%N/A
2008-46.00%N/A
2007+26.82%N/A
2006+17.74%N/A
2005+4.50%N/A
2004+21.63%N/A

VAW vs NEAR Drawdown Comparison

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

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

The current VAW drawdown is -5.58%. The current NEAR drawdown is -0.14%.

RankVAWNEAR
#1-62.12%
May 16, 2008 - Jan 9, 2013
-9.61%
Mar 5, 2020 - Jul 24, 2020
#2-41.14%
Jan 26, 2018 - Sep 1, 2020
-1.32%
Oct 5, 2021 - Dec 19, 2022
#3-27.23%
Feb 24, 2015 - Nov 15, 2016
-1.16%
Apr 3, 2025 - Apr 29, 2025
#4-25.49%
Apr 20, 2022 - Feb 29, 2024
-1.13%
Feb 27, 2026 - Jun 15, 2026
#5-23.20%
Oct 18, 2024 - Dec 26, 2025
-0.76%
Sep 24, 2024 - Dec 4, 2024
#6-16.60%
May 9, 2006 - Nov 22, 2006
-0.61%
Apr 30, 2025 - Jun 11, 2025
#7-16.36%
Mar 4, 2005 - Jan 26, 2006
-0.58%
Mar 27, 2024 - May 3, 2024
#8-15.95%
Jul 19, 2007 - Oct 9, 2007
-0.56%
Feb 1, 2024 - Mar 7, 2024
#9-15.12%
Dec 10, 2007 - Apr 4, 2008
-0.46%
Mar 8, 2024 - Mar 27, 2024
#10-13.42%
Feb 27, 2026 - Mar 20, 2026
-0.46%
Dec 6, 2024 - Jan 8, 2025
#11-12.15%
Sep 5, 2014 - Feb 13, 2015
-0.34%
Oct 15, 2014 - Feb 25, 2015
#12-12.02%
Mar 1, 2004 - Sep 2, 2004
-0.30%
Nov 3, 2023 - Nov 14, 2023
#13-11.29%
Oct 31, 2007 - Dec 10, 2007
-0.29%
May 15, 2024 - Jun 3, 2024
#14-10.81%
Jan 4, 2022 - Mar 25, 2022
-0.26%
Jun 16, 2026 - Jun 17, 2026
#15-10.71%
May 17, 2021 - Nov 8, 2021
-0.25%
Dec 7, 2023 - Dec 13, 2023

Correlation

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

0.92
-101

Dividend Comparison (2004 - 2026)

VAW vs NEAR dividend yield comparison.

YearVAWNEAR
20260.34%1.76%
20251.55%4.54%
20241.70%5.00%
20231.72%4.59%
20221.98%1.78%
20211.44%0.76%
20201.67%1.53%
20191.94%2.69%
20182.03%2.25%
20171.63%1.52%
20161.67%1.07%
20152.30%0.85%
20141.76%0.85%
20131.84%0.15%
20121.87%0.00%
20112.16%0.00%
20102.18%0.00%
20091.36%0.00%
20083.52%0.00%
20071.45%0.00%
20061.61%0.00%
20051.61%0.00%
20041.66%0.00%

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