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

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

SDFI

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,184

$10,000 five years ago, dividends reinvested

SDFIMeasureNEAR

+1.5%Year to dateJan 1 → Nov 6+1.6%

+2.5%1 yearTotal return+2.5%

[…]3 years · per year$10,000 became […] · $11,595+5.1%

[…]5 years · per year$10,000 became […] · $12,184+4.0%

0.30%Expense ratio$30 · $25 a year on $10k · lower is better0.25%

4.57%Trailing 12-mo yield$457 · $451 a year on $10k4.51%

−1.6%Worst dropSmaller is better−1.1%

1.9%VolatilityLower is calmer1.4%

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

1–4NEAR wins

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

More Ways to See the Pairs

SDFI vs NEAR: Top 5 Holdings

Today

SDFI

0.0%in top 5

NEAR

in top 5[…]

SDFIStockNEAR

0.0%NFEGPnot top 5

0.0%NFEnot top 5

Held in common[…]

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

SDFI vs NEAR Returns, Every Period

Alliance BernsteinSDFI

+2.5%

past year

NEARiShares

+2.5%

past year

SDFINEARFaded: behind in that period

0–1NEAR wins

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

SDFI vs NEAR

YTD

Alliance BernsteinSDFI

+1.5%

NEARiShares

+1.6%

+1.5%Year to date+1.6%

−1.6%Worst drop · 1Y−1.1%

1.9%Volatility · 1Y1.4%

4.6%Yield4.5%

$192MAssets$5.2B

3–1NEAR 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