Compare · 2 funds side by side · dividends reinvested

SBND and NEAR

SBNDColumbia Threadneedle×NEARiShares×

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

SBND and NEAR, 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

Columbia Short Duration Bond ETFBonds & Cash · Short-term0.26%4.68%+0.5%+1.4%+6.0%+2.4%−2.1%2.3%$215M1.8

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: SBND 2021 · NEAR 2013

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Short Duration Bond ETF · $215M$11,281

SBND

NEAR

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

$10,000 five years ago, dividends reinvested

SBNDMeasureNEAR

+0.5%Year to dateJan 1 → Nov 3+1.3%

+1.4%1 yearTotal return+2.2%

+6.0%3 years · per year$10,000 became $11,904 · $11,587+5.0%

+2.4%5 years · per year$10,000 became $11,281 · $12,144+4.0%

0.26%Expense ratio$26 · $25 a year on $10k · lower is better0.25%

4.68%Trailing 12-mo yield$468 · $452 a year on $10k4.52%

−2.1%Worst dropSmaller is better−1.1%

2.3%VolatilityLower is calmer1.4%

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

2–6NEAR wins

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

More Ways to See the Pairs

SBND vs NEAR: Top 5 Holdings

Today

SBND

[…]in top 5

NEAR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SBND vs NEAR Returns, Every Period

Columbia ThreadneedleSBND

+2.4%

5 years, per year

NEARiShares

+4.0%

5 years, per year

SBNDNEARFaded: behind in that period

1–3NEAR wins

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

SBND vs NEAR

YTD

Columbia ThreadneedleSBND

+0.5%

NEARiShares

+1.3%

+0.5%Year to date+1.3%

−2.1%Worst drop · 1Y−1.1%

2.3%Volatility · 1Y1.4%

4.7%Yield4.5%

$215MAssets$5.2B

3–1NEAR wins

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

Cost, Income and Risk

Fees: SBND, NEAR

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

SBND0.26%$26

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

Yields: SBND, NEAR

4.68%highest, SBND

FundTrailing yieldYield$10k

SBND4.68%$468

NEAR4.52%$452

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

Income After Fees on $10,000

$442most kept, SBND

SBND$468 − $26 = $442

NEAR$452 − $25 = $427

KeptFee

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

Overlap: SBND, NEAR

Today

[…]holdings […]

SBNDNEAR

SBND—[…]

NEAR[…]—

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

Return vs Bumpiness: 2 ETFs

+2.2%NEAR, at 1.4% volatility

NEARWorst drop−1.1%1.4% vol

SBNDWorst drop−2.1%2.3% vol

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

Paid More vs Made More

YTD

SBNDNEAR

+0.5%Year to date+1.3%

4.7%Yield4.5%

+1.4%Past year+2.2%

0.26%Fee0.25%

3–1NEAR 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