Compare · 3 funds side by side · dividends reinvested

NEAR, SDFI and BND

NEARiShares×SDFIAlliance Bernstein×BNDVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,184NEAR · best of the three

02 / 04

NEAR, SDFI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.6%+2.5%+5.1%+4.0%−1.1%1.4%$5.2B1.5

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.57%+1.5%+2.5%[…][…]−1.6%1.9%$192M1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: NEAR 2013 · SDFI 2024 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,974

BND

SDFI

Alliance Bernstein - AB Short Duration Income ETF · $192M[…]

$10,000 five years ago, dividends reinvested

BNDMeasureSDFI

−0.0%Year to dateJan 1 → Nov 6+1.5%

+0.6%1 yearTotal return+2.5%

+5.2%3 years · per year$10,000 became $11,637 · […][…]

−0.1%5 years · per year$10,000 became $9,974 · […][…]

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

4.12%Trailing 12-mo yield$412 · $457 a year on $10k4.57%

−4.5%Worst dropSmaller is better−1.6%

4.0%VolatilityLower is calmer1.9%

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

1–5SDFI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs SDFI: Top 5 Holdings

Today

BND

[…]in top 5

SDFI

in top 50.0%

BNDStockSDFI

not top 5NFEGP0.0%

not top 5NFE0.0%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BND vs SDFI Returns, Every Period

VanguardBND

+0.6%

past year

SDFIAlliance Bernstein

+2.5%

past year

BNDSDFIFaded: behind in that period

0–2SDFI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BND vs SDFI

YTD

VanguardBND

−0.0%

SDFIAlliance Bernstein

+1.5%

−0.0%Year to date+1.5%

−4.5%Worst drop · 1Y−1.6%

4.0%Volatility · 1Y1.9%

4.1%Yield4.6%

$161BAssets$192M

4–0SDFI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NEAR, SDFI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

NEAR0.25%$25

SDFI0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NEAR, SDFI, BND

4.57%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.57%$457

NEAR4.51%$451

BND4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, SDFI

SDFI$457 − $30 = $427

NEAR$451 − $25 = $426

BND$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NEAR, SDFI, BND

Today

[…]holdings […]

NEARSDFIBND

NEAR—[…][…]

SDFI[…]—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+2.5%SDFI, at 1.9% volatility

NEARWorst drop−1.1%1.4% vol

SDFIWorst drop−1.6%1.9% vol

BNDWorst drop−4.5%4.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SDFINEAR

+1.5%Year to date+1.6%

4.6%Yield4.5%

+2.5%Past year+2.5%

0.30%Fee0.25%

2–1NEAR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026