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

In the year to Oct 28, 2026, with distributions reinvested, NEAR returned +1.8% and USTB +2.7%.

Which is cheaper, NEAR or USTB?

NEAR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

NEAR vs USTB: Differences, Returns & Fees

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NEAR's duration was 2.1 years on Jul 31, 2026 and USTB's 1.9 on Jun 30, 2026; NEAR charges 0.25% to USTB's 0.34%.

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Net assets: $5.2bn on Oct 28, 2026 for iShares Short Duration Bond Active ETF, and $2.2bn on Jun 30, 2026 for VictoryShares Short-Term Bond ETF.

NEAR on its own →USTB on its own →

At a glance

+1.8%

NEAR total return, 1 year

+2.7%

USTB total return, 1 year

0.25%

NEAR expense ratio

0.34%

USTB expense ratio

Pair scorecard

NEAR costs 0.09 points a year less; their one-year returns differ by 0.9 points.

NEAR vs USTB: Differences, Returns & Fees
Measure	NEAR	USTB
Return
Measure	NEAR	USTB
Total return, 1 year	+1.8%	+2.7%
Benchmark
Measure	NEAR	USTB
What it tracks	No index, actively managed	No index, actively managed
Cost and size
Measure	NEAR	USTB
Expense ratio	0.25%	0.34%
Net assets, NEAR as of Oct 28, 2026 and USTB as of Jun 30, 2026	$5.2bn	$2.2bn
Holdings
Measure	NEAR	USTB
Holdings in common	2%

Holdings in common uses holdings dated Jun 30, 2026 and Jul 31, 2026. Method

Risk and return

Nov 3, 2017 to Oct 23, 2026 · 468 weekly returns

NEAR USTB

Return

Total return edge USTB +30.0% +34.8%

Annualized edge USTB +3.0% +3.4%

Price return edge USTB −0.4% −0.3%

Risk

Volatility edge USTB 2.7% 2.2%

Max drawdown edge USTB −7.5% −5.2%

Risk-adjusted

Sharpe edge USTB 0.09 0.29

Sortino edge USTB 0.11 0.37

Calmar edge USTB 0.39 0.65

Reading

USTB returned more: +34.8% to +30.0%. USTB swung less: 2.2% to 2.7%. USTB fell less at its worst: −5.2% to −7.5%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: NEAR vs USTB: Differences, Returns & Fees
Measure	NEAR	USTB	Edge	How it is measured
Return
Total return	+30.0%	+34.8%	USTB	Price change plus distributions, reinvested.
Annualized	+3.0%	+3.4%	USTB	Total return as a yearly rate.
Price return	−0.4%	−0.3%	USTB	Price change alone, distributions left out.
Risk
Volatility	2.7%	2.2%	USTB	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	2.2%	1.7%	USTB	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−7.5%	−5.2%	USTB	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.09	0.29	USTB	Return above Treasury bills per unit of volatility.
Sortino	0.11	0.37	USTB	Return above Treasury bills per unit of downside deviation.
Calmar	0.39	0.65	USTB	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 468 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, NEAR and USTB hold 2% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Jul 31, 2026.

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first NEAR USTB

JPMorgan Chase & Co, due Jan 22, 2032 0.19% 0.22%

Regions Bank/Birmingham AL, due Jul 27, 2029 0.25% 0.13%

JPMorgan Chase & Co, due Apr 23, 2030 0.21% 0.13%

AS Mileage Plan IP Ltd, due Oct 20, 2029 0.09% 0.17%

Discovery Global Holdings Inc 2026 USD Term Loan B, due Jun 3, 2033 0.18% 0.09%

LYB International Finance III LLC, due Jan 15, 2031 0.12% 0.09%

Dell International LLC / EMC Corp, due Jul 15, 2031 0.11% 0.09%

HCA Inc, due Nov 15, 2030 0.11% 0.09%

Oracle Corp, due Sep 26, 2030 0.08% 0.17%

T-Mobile USA Inc, due Apr 15, 2031 0.08% 0.25%

Morgan Stanley Bank NA, due Jul 14, 2028 0.17% 0.07%

ALA Trust 2025-OANA, due Jun 15, 2040 0.06% 0.07%

Only in one fund ↓

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%

Only in USTB

U S TREASURY NOTE, due Nov 15, 2027 1.75%

U S TREASURY NOTE, due Aug 31, 2030 1.57%

U S TREASURY NOTE, due Dec 31, 2028 1.38%

U S TREASURY NOTE, due Jan 31, 2031 1.25%

U S TREASURY NOTE, due Aug 15, 2029 1.00%

ANTERO RESOURCES CORP 0.98%

U S TREASURY NOTE, due Aug 31, 2027 0.75%

U S TREASURY NOTE, due Dec 15, 2026 0.68%

Check overlap with more funds →

Side by side

NEAR iShares Short Duration Bond Active ETF USTB VictoryShares Short-Term Bond ETF

Where it sits Bond ETF Bond ETF

Issuer iShares VictoryShares

What it is Actively managed Actively managed

Total return, 1 year +1.8% +2.7%

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

Gap to its benchmark +3.0 pts vs IUSB not measured

Expense ratio 0.25% 0.34%

Holdings 1965 1034

Net assets, NEAR as of Oct 28, 2026 and USTB as of Jun 30, 2026 $5.2bn $2.2bn

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

Client brief · page 1 of 2 Report BR-333BCB7AB6

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

Holdings in common. 2% of the weight is in the same securities (holdings dated Jul 31, 2026 and Jun 30, 2026).
What each follows (similar). Both follow No index, actively managed.
One-year total return (similar). Over 1 year to Oct 28, 2026 NEAR returned +1.8% and USTB +2.7% with distributions reinvested, a gap of 0.9 points.

Data as of Oct 28, 2026.

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About each fund

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.

USTB

USTB is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +2.7% with distributions reinvested. The prospectus expense ratio is 0.34% a year.

Questions people ask

Which returned more over the last year, NEAR or USTB?: In the year to Oct 28, 2026, with distributions reinvested, NEAR returned +1.8% and USTB +2.7%.
Which is cheaper, NEAR or USTB?: NEAR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

NEAR vs SLQD BSCU vs NEAR CGSD vs NEAR BSCT vs NEAR IBDT vs USTB IBDU vs USTB DFSD vs USTB BSCS vs USTB

Where to next

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

Sources and dates

NEAR filings on SEC EDGAR ↗

NEAR prospectus with the expense ratio (SEC) ↗

iShares page for NEAR ↗

USTB filings on SEC EDGAR ↗

USTB prospectus with the expense ratio (SEC) ↗

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 USTB, data as of Oct 28, 2026. https://etfiq.com/compare/any/near-vs-ustb

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