Compare · 2 funds side by side · dividends reinvested

NEAR and NBSD

NEARiShares×NBSDNeuberger Berman×

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 NBSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Neuberger Berman Short Duration Income ETFBonds & Cash · Short-term0.42%4.76%+1.5%+2.5%[…][…]−1.2%1.4%$1.8B1.3

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.52%+1.3%+2.2%+5.0%+4.0%−1.1%1.4%$5.2B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: NEAR 2013 · NBSD 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

NEAR

NBSD

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

$10,000 five years ago, dividends reinvested

NEARMeasureNBSD

+1.3%Year to dateJan 1 → Nov 3+1.5%

+2.2%1 yearTotal return+2.5%

+5.0%3 years · per year$10,000 became $11,587 · […][…]

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

0.25%Expense ratio$25 · $42 a year on $10k · lower is better0.42%

4.52%Trailing 12-mo yield$452 · $476 a year on $10k4.76%

−1.1%Worst dropSmaller is better−1.2%

1.4%VolatilityLower is calmer1.4%

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

2–3NBSD 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 NBSD: Top 5 Holdings

Today

NEAR

[…]in top 5

NBSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

NEAR vs NBSD Returns, Every Period

iSharesNEAR

+2.2%

past year

NBSDNeuberger Berman

+2.5%

past year

NEARNBSDFaded: behind in that period

0–2NBSD wins

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

NEAR vs NBSD

YTD

iSharesNEAR

+1.3%

NBSDNeuberger Berman

+1.5%

+1.3%Year to date+1.5%

−1.1%Worst drop · 1Y−1.2%

1.4%Volatility · 1Y1.4%

4.5%Yield4.8%

$5.2BAssets$1.8B

2–1NBSD wins

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

Cost, Income and Risk

Fees: NEAR, NBSD

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

NBSD0.42%$42

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

Yields: NEAR, NBSD

4.76%highest, NBSD

FundTrailing yieldYield$10k

NBSD4.76%$476

NEAR4.52%$452

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

Income After Fees on $10,000

$434most kept, NBSD

NBSD$476 − $42 = $434

NEAR$452 − $25 = $427

KeptFee

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

Overlap: NEAR, NBSD

Today

[…]holdings […]

NEARNBSD

NEAR—[…]

NBSD[…]—

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

Return vs Bumpiness: 2 ETFs

+2.5%NBSD, at 1.4% volatility

NBSDWorst drop−1.2%1.4% vol

NEARWorst drop−1.1%1.4% vol

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

Paid More vs Made More

YTD

NBSDNEAR

+1.5%Year to date+1.3%

4.8%Yield4.5%

+2.5%Past year+2.2%

0.42%Fee0.25%

3–1NBSD wins

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