NEAR vs SDFI

ANEAR

BSDFI

Measures won3–1NEAR wins · of 6 · 5Y

$10,000 · 5Y$12,167NEAR

Lowest cost0.25%NEAR · $25 on $10k

Most income4.57%SDFI · $457 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]NEAR and SDFI

NEAR

SDFI

iShares Short Duration Bond Active ETF · $5.2BAlliance Bernstein - AB Short Duration Income ETF · $192M

+5.1%3 years · per year$11,605 · […][…]

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

0.25%Expense ratio$25 · $30 on $10k · lower wins0.30%

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

−1.1%Worst dropSmaller wins−1.6%

1.4%VolatilityLower wins1.9%

3–1NEAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsNEAR · SDFI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk		0.30%	4.57%	+0.3%	+1.4%	+2.4%	new	new	−1.6%	$192M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk		0.30%	4.57%	+0.3%	+1.4%	+2.4%	new	new	−1.6%	$192M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NEAR vs SDFI

NEAR

iShares Short Duration Bond Active

$12,167

SDFI

Alliance Bernstein - AB Short Duration Income

[…]

MeasureNEARSDFI

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield4.51%4.57%

5 years, per year+4.0%[…]

3 years, per year+5.1%[…]

Worst drop · 1Y−1.1%−1.6%

Volatility · 1Y1.4%1.9%

3–1measures won
NEAR first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NEAR, SDFI

Today

[…]holdings […]

NEARSDFI

NEAR—[…]

SDFI[…]—

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

Income After Fees on $10,000

$427most kept, SDFI

SDFI$457 − $30 = $427

NEAR$451 − $25 = $426

KeptFee

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