Compare · 2 funds side by side · dividends reinvested

SDSI and NEAR

SDSIAmerican Century×NEARiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,167NEAR · best of the two

02 / 04

SDSI and NEAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.1%+4.0%−1.1%1.4%$5.2B1.4

American Century Short Duration Strategic Income ETFBonds & Cash · Short-term0.32%4.35%+2.1%+3.1%+5.8%[…]−1.2%1.7%$345M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SDSI 2022 · NEAR 2013

Head to Head

Swap sides Versus in desk

Head to Head

American Century Short Duration Strategic Income ETF · $345M[…]

SDSI

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,167

$10,000 five years ago, dividends reinvested

SDSIMeasureNEAR

+2.1%Year to dateJan 1 → Nov 4+1.5%

+3.1%1 yearTotal return+2.4%

+5.8%3 years · per year$10,000 became $11,833 · $11,605+5.1%

[…]5 years · per year$10,000 became […] · $12,167+4.0%

0.32%Expense ratio$32 · $25 a year on $10k · lower is better0.25%

4.35%Trailing 12-mo yield$435 · $451 a year on $10k4.51%

−1.2%Worst dropSmaller is better−1.1%

1.7%VolatilityLower is calmer1.4%

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

3–4NEAR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDSI vs NEAR: Top 5 Holdings

Today

SDSI

[…]in top 5

NEAR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SDSI vs NEAR Returns, Every Period

American CenturySDSI

+3.1%

past year

NEARiShares

+2.4%

past year

SDSINEARFaded: behind in that period

3–0SDSI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SDSI vs NEAR

YTD

American CenturySDSI

+2.1%

NEARiShares

+1.5%

+2.1%Year to date+1.5%

−1.2%Worst drop · 1Y−1.1%

1.7%Volatility · 1Y1.4%

4.3%Yield4.5%

$345MAssets$5.2B

3–1NEAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDSI, NEAR

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

SDSI0.32%$32

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SDSI, NEAR

4.51%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.51%$451

SDSI4.35%$435

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$426most kept, NEAR

NEAR$451 − $25 = $426

SDSI$435 − $32 = $403

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SDSI, NEAR

Today

[…]holdings […]

SDSINEAR

SDSI—[…]

NEAR[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.1%SDSI, at 1.7% volatility

NEARWorst drop−1.1%1.4% vol

SDSIWorst drop−1.2%1.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NEARSDSI

+1.5%Year to date+2.1%

4.5%Yield4.3%

+2.4%Past year+3.1%

0.25%Fee0.32%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026