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DFSD and NEAR · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return0.0%+0.4%−0.1%+1.3%+2.1%+15.4%+21.5%+36.3%
Peer average0.0%+0.6%−0.2%+1.5%+2.2%+16.2%+16.8%—
S&P 500 · VOO+1.3%−2.4%−2.1%+12.3%+12.8%+81.3%+75.3%+822.8%
iShares NEAR and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
TREASURY NOTE Treasury Note 0.50% 04/30/2027 (tnote)7.5%
TREASURY NOT4.1%
TREASURY NOT3.1%
TREASURY NOT2.9%
TREASURY NOT1.7%
TREASURY NOT1.7%
TREASURY NOT1.7%
TREASURY NOT1.4%
BLK CSH FND 1.3%
UMBS 30YR TB0.9%
TREASURY NOT0.9%
TREASURY NOT0.8%
CITIGROUP IN0.5%
EQT CORP 4.70.5%
VIPER ENERGY0.5%
COMPUTE FINA0.4%
ECMC_26-2 A 0.4%
CITIGROUP IN0.4%
AMAZON.COM I0.3%
PACIFIC GAS
JPMORGAN CHA
ORACLE CORPO
TREASURY NOTE Treasury Note 0.50% 04/30/2027 (tnote)7.5%TREASURY NOT4.1%TREASURY NOT3.1%TREASURY NOT2.9%TREASURY NOT1.7%TREASURY NOT1.7%TREASURY NOT1.7%TREASURY NOT1.4%BLK CSH FND 1.3%UMBS TREASURY NOT0.9%TREASURY NOT0.8%
iShares NEAR · 1,985 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
+2.9%
+2.9%
$3.7B
Capital Group Short Duration Income
+1.1%
+1.1%
$2.9B
Neuberger Berman Short Duration Income
+1.6%
+1.6%
$1.8B
Eaton Vance Short Duration Income
+1.1%
+1.1%
$1.6B
Short Duration Bond
+1.1%
+1.1%
$1.0B
Avantis Short-Term Fixed Income
+0.7%
+0.7%
$638M
SLW Short Duration Income
+2.9%
+2.9%
$400M
American Century Short Duration Strategic Income
+1.8%
+1.8%
$353M
Columbia Short Duration Bond
+0.9%
+0.9%
$298M
PGIM Short Duration Multi-Secto
+1.2%
+1.2%
$277M
BondBloxx IR+M Tax-Aware Short Duration
+1.9%
+1.9%
$271M
Alliance Bernstein - AB Short Duration Income
+1.1%
+1.1%
$191M
Cohen & Steers Short Duration Preferred and Income Active
+3.0%
+3.0%
$69.6M
MFS Active Short Duration Income
new
new
$35.2M
Short-Term · current AUM · as of Nov 11, 2026
0.0%
+2.9%
+3.6%
$3.7B
Capital Group Short Duration Income ETF
−0.1%
+1.1%
+2.0%
$2.9B
Neuberger Berman Short Duration Income ETF
0.0%
+1.6%
+2.5%
$1.8B
Eaton Vance Short Duration Income ETF
−0.1%
+1.1%
+2.0%
$1.6B
#7 of 16 this year · #6 cheapest of 20 · sorted by assets
NEAR and its peer group · total return · as of Nov 11, 2026
Treasury Note 3.75% 08/15/2027 (tnote)
4.10%
3TREASUTreasury Note (old) 4.88% 10/15/2029 (tnote)3.06%
4TREASUTreasury Note 0.63% 11/30/2027 (tnote)2.93%
5TREASUTreasury Note 3.88% 10/15/2027 (tnote)1.75%
6TREASUTreasury Note 3.50% 02/15/2029 (tnote)1.69%
7TREASUTreasury Note 3.88% 04/15/2029 (tnote)1.68%
8TREASUTreasury Note 4.25% 08/15/2029 (tnote)1.42%
9BLK CSBlk Csh Fnd Treasury Sl Agency1.27%
10UMBS 3Umbs 30yr Tba(reg A) 3.50% 12/10/2026 (um30)0.91%
iShares NEAR · weight in the fund · as of Nov 11, 2026
TREASURY NOTE Treasury Note 0.50% 04/30/2027 (tnote)7.5%TREASURY NOT4.1%TREASURY NOT3.1%TREASURY NOT2.9%TREASURY NOT1.7%TREASURY NOT1.7%TREASURY NOT1.7%TREASURY NOT1.4%BLK CSH FND 1.3%UMBS 30YR TB0.9%TREASURY NOT0.9%TREASURY NOT0.8%CITIGROUP IN0.5%EQT CORP 4.70.5%VIPER ENERGY0.5%COMPUTE FINA0.4%ECMC_26-2 A 0.4%CITIGROUP IN0.4%AMAZON.COM I0.3%PACIFIC GAS JPMORGAN CHAORACLE CORPO
TREASURY NOTE Treasury Note 0.50% 04/30/2027 (tnote)7.5%TREASURY NOT4.1%TREASURY NOT3.1%TREASURY NOT2.9%TREASURY NOT1.7%TREASURY NOT1.7%
iShares NEAR · 1,985 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
DFSD and NEAR · year-to-date · as of Nov 11, 2026 · AUM not scored
NEARAvsBPeer average
1D0.0%0.0%
1M+0.4%+0.6%
3M−0.1%−0.2%
YTD+1.3%+1.5%
1Y+2.1%+2.2%
3Y+15.4%+16.2%
5Y+21.5%+16.8%
2–5Peer average wins
19 Short-term peers · each row scaled to its leader
TREASURY NOT1.7%
TREASURY NOT1.4%
BLK CSH FND 1.3%
UMBS
TREASURY NOT0.9%
TREASURY NOT0.8%