NEAR vs SLWS

ANEAR

BSLWS

Measures won1–2SLWS wins · of 6 · 5Y

$10,000 · 5Y$12,184NEAR · SGOV $12,090

Lowest cost0.09%SGOV · $9 on $10k

Most income4.93%SLWS · $493 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]NEAR and SLWS

NEAR

SLWS

iShares Short Duration Bond Active ETF · $5.2BSLW Short Duration Income ETF · $400M

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

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

0.25%Expense ratio$25 · $42 on $10k · lower wins0.42%

4.51%12-mo yield$451 · $493 on $10k4.93%

−1.1%Worst dropSmaller wins−0.8%

1.4%VolatilityLower wins1.4%

1–2SLWS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNEAR · SLWS

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ANEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	BSLWS	SLW Short Duration Income ETFRead Desk	0.42%	4.93%	0.0%	+3.0%	new	new	new	−0.8%	$400M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ANEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	BSLWS	SLW Short Duration Income ETFRead Desk	0.42%	4.93%	0.0%	+3.0%	new	new	new	−0.8%	$400M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NEAR vs SLWS

NEAR

iShares Short Duration Bond Active

$12,184

SLWS

SLW Short Duration Income

[…]

MeasureNEARSLWS

Fee0.25%0.42%

Cost on $10k a year$25$42

Yield4.51%4.93%

5 years, per year+4.0%[…]

3 years, per year+5.1%[…]

Worst drop · 1Y−1.1%−0.8%

Volatility · 1Y1.4%1.4%

2–1measures won
SLWS first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NEAR, SLWS, SGOV

Today

[…]holdings […]

NEARSLWSSGOV

NEAR—[…][…]

SLWS[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$451most kept, SLWS

SLWS$493 − $42 = $451

NEAR$451 − $25 = $426

SGOV$363 − $9 = $354

KeptFee

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