NEAR: iShares Short Duration Bond Active ETF
About
NEAR was created on 2013-09-25 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2902.78m in AUM and 918 holdings. NEAR provides active management to a portfolio of USD-denominated fixed- and floating-rate debt securities with investment grade rating and of varying maturities. It aims for a three years or less effective duration while seeking total return.
Current Value
$50.601 Year Return
Current Value
$50.601 Year Return
Key Details
Assets Under Management
$2.91B
Div Yield %
5.16%
P/E Ratio
-
Net Asset Value
$50.61
Expense Ratio
0.25%
1Y ETF Return
0.06%
Strategies that include NEAR
Stock's related to NEAR
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DK | <0.01% | $1.14B | -34.04% | 5.64% |
| SLB | 0.02% | $60.86B | -18.25% | 2.49% |
| RDDT | 0.06% | $24.08B | +303.41% | 0.00% |
| TAL | 0.06% | $4.54B | +2.16% | 0.00% |
| CTRA | -0.08% | $19.37B | -0.90% | 3.20% |
| CVS | 0.08% | $70.18B | -18.08% | 4.72% |
| MTDR | 0.11% | $7.21B | -1.21% | 1.47% |
| AMPH | -0.11% | $2.10B | -23.00% | 0.00% |
| CPSH | 0.15% | $20.70M | -40.13% | 0.00% |
| TSM | -0.15% | $983.61B | +92.73% | 1.17% |
| HPE | 0.16% | $27.96B | +37.84% | 2.42% |
| XPO | 0.16% | $16.97B | +63.79% | 0.00% |
| VHC | 0.17% | $19.06M | -38.36% | 0.00% |
| ARCC | 0.17% | $13.45B | - | 8.81% |
| XNET | 0.26% | $123.61M | +26.62% | 0.00% |
| JXN | -0.27% | $7.35B | +117.92% | 2.75% |
| TPST | -0.27% | $37.75M | -77.59% | 0.00% |
| MET | -0.29% | $57.21B | +32.74% | 2.60% |
| SGC | 0.30% | $261.95M | +41.61% | 4.32% |
| OBDC | 0.31% | $5.86B | +4.58% | 10.23% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| IBKR | -36.57% | $20.20B | +131.83% | 0.37% |
| LPLA | -31.53% | $23.55B | +38.13% | 0.38% |
| HQY | -25.62% | $8.97B | +52.15% | 0.00% |
| PGR | -16.71% | $149.10B | +57.29% | 0.45% |
| ACGL | -15.96% | $36.00B | +16.84% | 0.00% |
| UNM | -15.95% | $13.16B | +69.20% | 2.16% |
| FCNCA | -15.69% | $31.02B | +54.47% | 0.30% |
| PRPO | -15.68% | $9.10M | -13.65% | 0.00% |
| LPTH | -15.28% | $62.27M | +33.05% | 0.00% |
| ALAR | -14.37% | $89.09M | +158.08% | 0.00% |
| RGA | -13.51% | $14.97B | +41.90% | 1.52% |
| EG | -13.45% | $15.92B | -8.98% | 2.02% |
| MCK | -12.88% | $78.15B | +35.51% | 0.42% |
| AIG | -12.67% | $46.97B | +15.90% | 2.01% |
| CAMT | -12.33% | $3.40B | +16.39% | 0.00% |
| FUN | -12.08% | $4.60B | -16.51% | 0.00% |
| RNR | -11.03% | $13.74B | +23.09% | 0.58% |
| CI | -10.81% | $89.70B | +12.57% | 1.68% |
| GBDC | -10.36% | - | - | 10.14% |
| SE | -10.35% | $60.12B | +197.12% | 0.00% |
ETF's related to NEAR
News
Yahoo
BlackRock's Euro unveiling of its SP20 ETF goes against the tide of S&P 500 equal weight inflows this year.
SeekingAlpha
Retail money funds are reported at a new high. The last 30mos, from June 2022, while retail money funds soared more than 100%, T-Bill rates have also risen from the 1% range to more than 5%.
SeekingAlpha
iShares Short Duration Bond Active provides an attractive risk-reward balance. Discover how the NEAR ETF focuses on Treasuries for a strong yield.
SeekingAlpha
With the Fed managing a soft landing, interest rates may come back down just as quickly as they went up. Read more here.
SeekingAlpha
The recent U.S. Treasury rally has reversed sharply, as stronger-than-expected labor data and a potential inflation setback have altered market expectations for Fed rate cuts.
SeekingAlpha
Read here for an update of the active management approach of BlackRock Short Duration Bond ETF and how it navigates market and macro conditions.
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.