Compare · 2 funds side by side · dividends reinvested

SDFI and NEAR

SDFIAlliance Bernstein×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

SDFI 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%$5.2B1.1

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.58%+1.3%+2.2%[…][…]−1.6%1.9%$192M1.8

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: SDFI 2024 · NEAR 2013

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$12,144

$10,000 five years ago, dividends reinvested

SDFIMeasureNEAR

+1.3%Year to dateJan 1 → Nov 3+1.3%

+2.2%1 yearTotal return+2.2%

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

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

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

4.58%Trailing 12-mo yield$458 · $452 a year on $10k4.52%

−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

1–3NEAR wins

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

SDFI vs NEAR Returns, Every Period

Alliance BernsteinSDFI

+2.2%

past year

NEARiShares

+2.2%

past year

SDFINEARFaded: behind in that period

0–0Level

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

SDFI vs NEAR

YTD

Alliance BernsteinSDFI

+1.3%

NEARiShares

+1.3%

+1.3%Year to date+1.3%

−1.6%Worst drop · 1Y−1.1%

1.9%Volatility · 1Y1.4%

4.6%Yield4.5%

$192MAssets$5.2B

2–1NEAR wins

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

Cost, Income and Risk

Fees: SDFI, NEAR

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

SDFI0.30%$30

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

Yields: SDFI, NEAR

4.58%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.58%$458

NEAR4.52%$452

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

Income After Fees on $10,000

$428most kept, SDFI

SDFI$458 − $30 = $428

NEAR$452 − $25 = $427

KeptFee

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

Overlap: SDFI, NEAR

Today

[…]holdings […]

SDFINEAR

SDFI—[…]

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

SDFIWorst drop−1.6%1.9% vol

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

Paid More vs Made More

YTD

SDFINEAR

+1.3%Year to date+1.3%

4.6%Yield4.5%

+2.2%Past year+2.2%

0.30%Fee0.25%

1–1level

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