Compare · 2 funds side by side · dividends reinvested

NEAR and SDFI

NEARiShares×SDFIAlliance Bernstein×

Versus in desk

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

02 / 04

NEAR and SDFI, 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%$5.2B1.3

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.57%+1.5%+2.5%[…][…]−1.6%1.9%$192M1.7

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

NEAR

SDFI

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

$10,000 five years ago, dividends reinvested

NEARMeasureSDFI

+1.6%Year to dateJan 1 → Nov 6+1.5%

+2.5%1 yearTotal return+2.5%

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

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

0.25%Expense ratio$25 · $30 a year on $10k · lower is better0.30%

4.51%Trailing 12-mo yield$451 · $457 a year on $10k4.57%

−1.1%Worst dropSmaller is better−1.6%

1.4%VolatilityLower is calmer1.9%

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

4–1NEAR wins

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

More Ways to See the Pairs

NEAR vs SDFI: Top 5 Holdings

Today

NEAR

[…]in top 5

SDFI

in top 50.0%

NEARStockSDFI

not top 5NFEGP0.0%

not top 5NFE0.0%

Held in common[…]

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

NEAR vs SDFI Returns, Every Period

iSharesNEAR

+2.5%

past year

SDFIAlliance Bernstein

+2.5%

past year

NEARSDFIFaded: behind in that period

1–0NEAR wins

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

NEAR vs SDFI

YTD

iSharesNEAR

+1.6%

SDFIAlliance Bernstein

+1.5%

+1.6%Year to date+1.5%

−1.1%Worst drop · 1Y−1.6%

1.4%Volatility · 1Y1.9%

4.5%Yield4.6%

$5.2BAssets$192M

3–1NEAR wins

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

Cost, Income and Risk

Fees: NEAR, SDFI

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

SDFI0.30%$30

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

Yields: NEAR, SDFI

4.57%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.57%$457

NEAR4.51%$451

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

KeptFee

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

Overlap: NEAR, SDFI

Today

[…]holdings […]

NEARSDFI

NEAR—[…]

SDFI[…]—

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

Return vs Bumpiness: 2 ETFs

+2.5%SDFI, at 1.9% volatility

NEARWorst drop−1.1%1.4% vol

SDFIWorst drop−1.6%1.9% 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 Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026