Which returned more over the last year, IGSB or NEAR?

In the year to Oct 28, 2026, with distributions reinvested, IGSB returned +1.3% and NEAR +1.8%.

Which is cheaper, IGSB or NEAR?

IGSB is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IGSB vs NEAR: Differences, Returns & Fees

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IGSB's duration was 2.7 years on Aug 31, 2026 and NEAR's 2.1 on Jul 31, 2026; IGSB charges 0.04% to NEAR's 0.25%.

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Net assets on Oct 28, 2026: $23.7bn for iShares 1-5 Year Investment Grade Corporate Bond ETF and $5.2bn for iShares Short Duration Bond Active ETF.

IGSB on its own →NEAR on its own →

At a glance

+1.3%

IGSB total return, 1 year

+1.8%

NEAR total return, 1 year

0.04%

IGSB expense ratio

0.25%

NEAR expense ratio

Pair scorecard

IGSB costs 0.21 points a year less; their one-year returns differ by 0.5 points; IGSB is 4.6 times larger.

IGSB vs NEAR: Differences, Returns & Fees
Measure	IGSB	NEAR
Return
Measure	IGSB	NEAR
Total return, 1 year	+1.3%	+1.8%
Benchmark
Measure	IGSB	NEAR
What it tracks	ICE BofA 1-5 Year US Corporate Index	No index, actively managed
Cost and size
Measure	IGSB	NEAR
Expense ratio	0.04%	0.25%
Net assets	$23.7bn	$5.2bn
Holdings
Measure	IGSB	NEAR
Holdings in common	9%

Holdings in common uses holdings dated Jul 31, 2026 and Aug 31, 2026. Method

Risk and return

Oct 4, 2013 to Oct 23, 2026 · 681 weekly returns

IGSB NEAR

Return

Total return edge NEAR (slight) +35.4% +36.2%

Annualized edge Tie +2.3% +2.4%

Price return edge NEAR −2.1% +0.1%

Risk

Volatility edge NEAR 3.8% 2.2%

Max drawdown edge NEAR −11.6% −7.5%

Risk-adjusted

Sharpe edge NEAR 0.11 0.19

Sortino edge NEAR 0.16 0.24

Calmar edge NEAR 0.20 0.32

Reading

NEAR returned slightly more: +36.2% to +35.4%. NEAR swung less: 2.2% to 3.8%. NEAR fell less at its worst: −7.5% to −11.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IGSB vs NEAR: Differences, Returns & Fees
Measure	IGSB	NEAR	Edge	How it is measured
Return
Total return	+35.4%	+36.2%	NEAR (slight)	Price change plus distributions, reinvested.
Annualized	+2.3%	+2.4%	Tie	Total return as a yearly rate.
Price return	−2.1%	+0.1%	NEAR	Price change alone, distributions left out.
Risk
Volatility	3.8%	2.2%	NEAR	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	2.7%	1.8%	NEAR	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−11.6%	−7.5%	NEAR	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.11	0.19	NEAR	Return above Treasury bills per unit of volatility.
Sortino	0.16	0.24	NEAR	Return above Treasury bills per unit of downside deviation.
Calmar	0.20	0.32	NEAR	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 681 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IGSB and NEAR hold 9% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.

50%

0 half 100%

half

9% in common

Positions both hold · largest shared weight first IGSB NEAR

T-Mobile USA Inc, due Apr 15, 2030 0.17% 0.13%

NVIDIA Corp, due Jun 15, 2031 0.11% 0.23%

Goldman Sachs Group Inc/The, due Jan 21, 2032 0.11% 0.20%

Wells Fargo & Co, due Jul 25, 2029 0.11% 0.19%

Bank of America Corp, due Apr 22, 2032 0.11% 0.10%

Bank of America Corp, due Apr 25, 2029 0.10% 0.18%

Bank of America Corp, due Apr 23, 2032 0.09% 0.20%

Oracle Corp, due Feb 4, 2031 0.09% 0.38%

Morgan Stanley Private Bank NA, due Jul 18, 2031 0.09% 0.28%

Morgan Stanley, due Jan 16, 2032 0.08% 0.16%

Goldman Sachs Group Inc/The, due Oct 21, 2031 0.08% 0.19%

Morgan Stanley, due Mar 12, 2032 0.08% 0.09%

Only in one fund ↓

Only in IGSB

Eagle Funding Luxco Sarl, due Aug 17, 2030 0.29%

Space Exploration Technologies Corp, due Jul 15, 2031 0.15%

Amazon.com Inc, due Mar 13, 2031 0.13%

AbbVie Inc, due Nov 21, 2029 0.13%

Mars Inc, due Mar 1, 2030 0.12%

CVS Health Corp, due Mar 25, 2028 0.12%

Amazon.com Inc, due Jul 9, 2031 0.12%

Salesforce Inc, due Mar 15, 2029 0.11%

Only in NEAR

U.S. Treasury Notes, due Apr 30, 2027 12.04%

U.S. Treasury Notes, due Jan 15, 2029 3.76%

U.S. Treasury Notes, due Jun 30, 2028 3.32%

U.S. Treasury Notes, due Feb 15, 2029 2.83%

U.S. Treasury Notes, due Apr 15, 2029 1.83%

U.S. Treasury Notes, due Jan 31, 2029 1.42%

U.S. Treasury Notes, due Aug 31, 2028 1.30%

U.S. Treasury Notes, due Jul 31, 2027 1.08%

Check overlap with more funds →

Side by side

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF NEAR iShares Short Duration Bond Active ETF

Where it sits Bond ETF Bond ETF

Issuer iShares iShares

What it is Tracks an index of 1-5 Year Investment Grade Corporate Bond Actively managed

Total return, 1 year +1.3% +1.8%

Its benchmark over the same days not measured −1.2% (IUSB)

Gap to its benchmark not measured +3.0 pts vs IUSB

Expense ratio 0.04% 0.25%

Holdings 4781 1965

Net assets $23.7bn $5.2bn

IGSB and NEAR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-E22930D80D

IGSB and NEAR are built for the same job. How do they differ in cost, holdings and results?

What each follows. IGSB follows ICE BofA 1-5 Year US Corporate Index and NEAR follows No index, actively managed.
Holdings in common. 9% of the weight is in the same securities (holdings dated Aug 31, 2026 and Jul 31, 2026).
Cost. IGSB charges 0.04% of assets a year and NEAR 0.25%, a gap of 0.21 points.

Data as of Oct 28, 2026.

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About each fund

IGSB

IGSB tracks an index of 1-5 Year Investment Grade Corporate Bond. Over the year to Oct 28, 2026 it returned +1.3% with distributions reinvested. The prospectus expense ratio is 0.04% a year.

NEAR

NEAR is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +1.8% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.25% a year.

Questions people ask

Which returned more over the last year, IGSB or NEAR?: In the year to Oct 28, 2026, with distributions reinvested, IGSB returned +1.3% and NEAR +1.8%.
Which is cheaper, IGSB or NEAR?: IGSB is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

DFSD vs IGSB BSCS vs IGSB BSCT vs IGSB CGSD vs IGSB BSV vs NEAR NEAR vs VCSH NEAR vs SPIB NEAR vs SPSB

Where to next

IGSB on its own →NEAR on its own →Hold both: look the portfolio through →Rankings →IGSB dividend history →IGSB holdings →NEAR dividend history →NEAR holdings →Standards and sources →

Sources and dates

IGSB filings on SEC EDGAR ↗

IGSB prospectus with the expense ratio (SEC) ↗

iShares page for IGSB ↗

NEAR filings on SEC EDGAR ↗

NEAR prospectus with the expense ratio (SEC) ↗

iShares page for NEAR ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IGSB against NEAR, data as of Oct 28, 2026. https://etfiq.com/compare/any/igsb-vs-near

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.