NEAR vs VOO
NEAR vs VOO
iShares Short Duration Bond Active ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. NEAR offers more diversification with 580 holdings.
Side-by-Side Comparison
| Metric | NEAR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $4.8B | $979.0B | |
| Dividend Yield | 4.43% | 1.09% | |
| Holdings | 1,622 | 509 | |
| YTD Return | -1.26% | +13.80% | |
| 1Y Return | +0.30% | +23.71% | |
| 3Y Return (annualized) | +4.38% | +21.50% | |
| 5Y Return (annualized) | +3.33% | +13.44% | |
| Volatility (annualized) | 1.6% | 14.1% | |
| Max Drawdown | -9.6% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 25, 2013 | Sep 7, 2010 |
NEAR vs VOO Performance
iShares Short Duration Bond Active ETF (NEAR) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NEAR returned +0.30% while VOO returned +23.71%. Year to date, NEAR is down 1.26% versus a gain of 13.80% for VOO.
Over three years, NEAR compounded at +4.38% per year against +21.50% for VOO; over five years the annualized figures are +3.33% and +13.44% respectively. Across the full 13-year window we track, VOO has the edge at +13.58% annualized vs +2.19%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.6% for NEAR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.6% for NEAR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NEAR charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, NEAR currently yields 4.43% against 1.09% for VOO.
Holdings Overlap
NEAR and VOO share 0 holdings out of 1085 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NEAR or VOO?
NEAR has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, NEAR or VOO?
Over the past year NEAR returned +0.30% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), NEAR annualized +2.19% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, NEAR or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.6% for NEAR. Worst drawdown: NEAR -9.6% vs VOO -34.3%.
Should I hold both NEAR and VOO?
NEAR and VOO have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NEAR and VOO?
NEAR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1085 unique securities.
Which pays a higher dividend, NEAR or VOO?
NEAR yields 4.43% while VOO yields 1.09%, so NEAR currently pays the higher dividend yield.
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