Data as of Oct 28, 2026.
NEAR vs SUSB: Differences, Returns & Fees
NEAR's duration was 2.1 years on Jul 31, 2026 and SUSB's 2.7 on Aug 31, 2026; SUSB charges 0.12% to NEAR's 0.25%.
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Net assets on Oct 28, 2026: $5.2bn for iShares Short Duration Bond Active ETF and $1.3bn for iShares ESG Aware 1-5 Year USD Corporate Bond ETF.
Pair scorecard
SUSB costs 0.13 points a year less; their one-year returns differ by 0.6 points; NEAR is 4.0 times larger.
| Measure | NEAR | SUSB |
|---|---|---|
| Return | ||
| Total return, 1 year | +1.8% | +1.2% |
| Benchmark | ||
| What it tracks | No index, actively managed | Bloomberg MSCI US Corporate 1-5 Year ESG Focus Index |
| Cost and size | ||
| Expense ratio | 0.25% | 0.12% |
| Net assets | $5.2bn | $1.3bn |
| Holdings | ||
| Holdings in common | 6% | |
Holdings in common uses holdings dated Jul 31, 2026 and Aug 31, 2026. Method
Risk and return
Jul 28, 2017 to Oct 23, 2026 · 482 weekly returns · each against IUSBNEAR returned more: +30.5% to +26.5%. NEAR swung less: 2.6% to 4.7%. NEAR fell less at its worst: −7.5% to −11.4%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | NEAR | SUSB | IUSB | Edge | How it is measured |
|---|---|---|---|---|---|
| Return | |||||
| Total return | +30.5% | +26.5% | NEAR | Price change plus distributions, reinvested. | |
| Annualized | +2.9% | +2.6% | NEAR | Total return as a yearly rate. | |
| Price return | −0.5% | −2.3% | NEAR | Price change alone, distributions left out. | |
| Risk | |||||
| Volatility | 2.6% | 4.7% | NEAR | Spread of weekly returns, annualized. Lower is steadier. | |
| Downside deviation | 2.2% | 3.3% | NEAR | Like volatility, counting only weeks below the Treasury bill rate. | |
| Max drawdown | −7.5% | −11.4% | NEAR | Deepest fall from a high to the low after it. | |
| Upside capture | 25.6% | 52.4% | 100.0% | SUSB | Share of its benchmark's rise caught in the weeks it rose. |
| Downside capture | 9.9% | 46.0% | 100.0% | NEAR | Share of its benchmark's fall taken in the weeks it fell. Lower is better. |
| Beta | 0.31 | 0.70 | 1.00 | NEAR lower | How far it moves for each 1% its benchmark moves. |
| R squared | 0.41 | 0.68 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | |||||
| Sharpe | 0.09 | 0.00 | NEAR | Return above Treasury bills per unit of volatility. | |
| Sortino | 0.11 | −0.01 | NEAR | Return above Treasury bills per unit of downside deviation. | |
| Treynor | 0.008 | 0.000 | −0.008 | NEAR | Return above Treasury bills per unit of beta. |
| Calmar | 0.39 | 0.22 | NEAR | Annualized return divided by the max drawdown. | |
| Against the benchmark | |||||
| Benchmark | IUSB | IUSB | IUSB | The ETF each fund is measured against. | |
| Alpha | +0.5% a year | +0.6% a year | 0.0% | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.75 | 0.64 | Not an edge | How sure the alpha is. Below 2, it could be chance. | |
| Alpha range | −0.8% to +1.8% | −1.1% to +2.2% | Both include zero | The 95% range for the yearly alpha. | |
| Information ratio | 0.25 | 0.26 | SUSB (slight) | Return against its benchmark per unit of tracking error. | |
| Tracking error | 4.3% | 3.1% | 0.0% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 482 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, NEAR and SUSB hold 6% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.
half
6% in common
Only in one fund ↓
Side by side
NEAR and SUSB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
NEAR and SUSB are built for the same job. How do they differ in cost, holdings and results?
- What each follows. NEAR follows No index, actively managed and SUSB follows Bloomberg MSCI US Corporate 1-5 Year ESG Focus Index.
- Holdings in common. 6% of the weight is in the same securities (holdings dated Jul 31, 2026 and Aug 31, 2026).
- Cost. NEAR charges 0.25% of assets a year and SUSB 0.12%, a gap of 0.13 points.
Data as of Oct 28, 2026.
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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.
SUSB
SUSB tracks an index. Over the year to Oct 28, 2026 it returned +1.2% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.12% a year.
Questions people ask
- Which returned more over the last year, NEAR or SUSB?
- In the year to Oct 28, 2026, with distributions reinvested, NEAR returned +1.8% and SUSB +1.2%.
- Which is cheaper, NEAR or SUSB?
- SUSB is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
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, NEAR against SUSB, data as of Oct 28, 2026. https://etfiq.com/compare/any/near-vs-susb
ETFIQ. (Oct 28, 2026). NEAR against SUSB. Retrieved from https://etfiq.com/compare/any/near-vs-susb
[NEAR against SUSB (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/near-vs-susb)
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