Compare · 2 funds side by side · dividends reinvested

NEAR and CGSD

NEARiShares×CGSDCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,144NEAR · best of the two

02 / 04

NEAR and CGSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.52%+1.3%+2.2%+5.0%+4.0%−1.1%1.4%$5.2B1.3

Capital Group Short Duration Income ETFBonds & Cash · Short-term0.25%4.43%+1.3%+2.3%+5.2%[…]−1.3%1.7%$2.9B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: NEAR 2013 · CGSD 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Short Duration Bond Active ETF · $5.2B$12,144

NEAR

CGSD

Capital Group Short Duration Income ETF · $2.9B[…]

$10,000 five years ago, dividends reinvested

NEARMeasureCGSD

+1.3%Year to dateJan 1 → Nov 3+1.3%

+2.2%1 yearTotal return+2.3%

+5.0%3 years · per year$10,000 became $11,587 · $11,635+5.2%

+4.0%5 years · per year$10,000 became $12,144 · […][…]

0.25%Expense ratio$25 · $25 a year on $10k · lower is better0.25%

4.52%Trailing 12-mo yield$452 · $443 a year on $10k4.43%

−1.1%Worst dropSmaller is better−1.3%

1.4%VolatilityLower is calmer1.7%

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

3–2NEAR wins

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

More Ways to See the Pairs

NEAR vs CGSD: Top 5 Holdings

Today

NEAR

[…]in top 5

CGSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

NEAR vs CGSD Returns, Every Period

iSharesNEAR

+2.2%

past year

CGSDCapital Group

+2.3%

past year

NEARCGSDFaded: behind in that period

0–2CGSD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

NEAR vs CGSD

YTD

iSharesNEAR

+1.3%

CGSDCapital Group

+1.3%

+1.3%Year to date+1.3%

−1.1%Worst drop · 1Y−1.3%

1.4%Volatility · 1Y1.7%

4.5%Yield4.4%

$5.2BAssets$2.9B

3–0NEAR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NEAR, CGSD

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

CGSD0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NEAR, CGSD

4.52%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.52%$452

CGSD4.43%$443

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, NEAR

NEAR$452 − $25 = $427

CGSD$443 − $25 = $418

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NEAR, CGSD

Today

[…]holdings […]

NEARCGSD

NEAR—[…]

CGSD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.3%CGSD, at 1.7% volatility

NEARWorst drop−1.1%1.4% vol

CGSDWorst drop−1.3%1.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

NEARCGSD

+1.3%Year to date+1.3%

4.5%Yield4.4%

+2.2%Past year+2.3%

0.25%Fee0.25%

1–1level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026