Compare · 2 funds side by side · dividends reinvested

NBSD and NEAR

NBSDNeuberger Berman×NEARiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,167NEAR · best of the two

02 / 04

NBSD and NEAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Neuberger Berman Short Duration Income ETFBonds & Cash · Short-term0.42%4.75%+1.7%+2.8%[…][…]−1.2%1.4%$1.8B1.3

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.1%+4.0%−1.1%1.4%$5.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: NBSD 2024 · NEAR 2013

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Berman Short Duration Income ETF · $1.8B[…]

NBSD

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,167

$10,000 five years ago, dividends reinvested

NBSDMeasureNEAR

+1.7%Year to dateJan 1 → Nov 4+1.5%

+2.8%1 yearTotal return+2.4%

[…]3 years · per year$10,000 became […] · $11,605+5.1%

[…]5 years · per year$10,000 became […] · $12,167+4.0%

0.42%Expense ratio$42 · $25 a year on $10k · lower is better0.25%

4.75%Trailing 12-mo yield$475 · $451 a year on $10k4.51%

−1.2%Worst dropSmaller is better−1.1%

1.4%VolatilityLower is calmer1.4%

NBSDNEAR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–2NBSD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NBSD vs NEAR: Top 5 Holdings

Today

NBSD

[…]in top 5

NEAR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

NBSD vs NEAR Returns, Every Period

Neuberger BermanNBSD

+2.8%

past year

NEARiShares

+2.4%

past year

NBSDNEARFaded: behind in that period

2–0NBSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

NBSD vs NEAR

YTD

Neuberger BermanNBSD

+1.7%

NEARiShares

+1.5%

+1.7%Year to date+1.5%

−1.2%Worst drop · 1Y−1.1%

1.4%Volatility · 1Y1.4%

4.8%Yield4.5%

$1.8BAssets$5.2B

2–1NBSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NBSD, NEAR

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

NBSD0.42%$42

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NBSD, NEAR

4.75%highest, NBSD

FundTrailing yieldYield$10k

NBSD4.75%$475

NEAR4.51%$451

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$433most kept, NBSD

NBSD$475 − $42 = $433

NEAR$451 − $25 = $426

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NBSD, NEAR

Today

[…]holdings […]

NBSDNEAR

NBSD—[…]

NEAR[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.8%NBSD, at 1.4% volatility

NBSDWorst drop−1.2%1.4% vol

NEARWorst drop−1.1%1.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NBSDNEAR

+1.7%Year to date+1.5%

4.8%Yield4.5%

+2.8%Past year+2.4%

0.42%Fee0.25%

3–1NBSD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026