ETF comparison

BSVvsNEAR

Both US Aggregate Bond.

Vanguard Short-Term Bond Index Fund ETF Shares · iShares Short Duration Bond Active ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.0%

239 positions appear in both funds. Buying equal dollars of BSV and NEAR would leave roughly7.0%of each dollar exposed to the same underlying securities.

BSV only 91.6%Shared 7.0%NEAR only 94.9%
In BSV only
2,946 positions
Shared
239 positions
In NEAR only
1,342 positions

Side by side

BSV

Vanguard Short-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

89composite / 100
Expense ratio
0.030%
Net assets
$71.04B
TTM yield
4.08%
Top-10 conc.
8.4%
NEAR

iShares Short Duration Bond Active ETF

iShares · US Aggregate Bond

72composite / 100
Expense ratio
0.25%
Net assets
$5.11B
TTM yield
4.46%
Top-10 conc.
33.4%

Sub-score comparison

97
Cost
75
52
Tax efficiency
52
100
Liquidity
87
100
Concentration
67
Tracking quality
BSVsub-scoreNEAR

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

BSV is 22 bps cheaper than NEAR. On a $100,000 position that's about $220/yr more in fees for NEAR.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with BSV vs NEAR.

Top shared holdings

239 shared in total
#HoldingIn BSVIn NEAROverlap
1United States Treasury Note/Bond0.48%0.78%0.48%
2United States Treasury Note/Bond0.46%1.04%0.46%
3United States Treasury Note/Bond0.42%3.73%0.42%
4United States Treasury Note/Bond0.42%1.60%0.42%
5United States Treasury Note/Bond0.41%1.47%0.41%
6United States Treasury Note/Bond0.36%3.20%0.36%
7United States Treasury Note/Bond0.36%0.43%0.36%
8United States Treasury Note/Bond0.46%0.35%0.35%
9United States Treasury Note/Bond0.38%0.27%0.27%
10United States Treasury Note/Bond0.20%4.25%0.20%
11Goldman Sachs Group Inc/The0.08%0.20%0.08%
12Bank of America Corp0.06%0.13%0.06%

Only in BSV

2,946 total
  • United States Treasury Note/Bond1.12%
  • United States Treasury Note/Bond0.89%
  • United States Treasury Note/Bond0.88%
  • United States Treasury Note/Bond0.81%
  • United States Treasury Note/Bond0.80%
  • United States Treasury Note/Bond0.79%
  • United States Treasury Note/Bond0.78%
  • United States Treasury Note/Bond0.77%
  • United States Treasury Note/Bond0.77%
  • United States Treasury Note/Bond0.75%

Only in NEAR

1,342 total
  • United States Treasury14.14%
  • BlackRock Funds III2.74%
  • CITIGROUP INC0.48%
  • Wells Fargo Commercial Mortgage Trust0.37%
  • GOLDMAN SACHS GROUP INC0.32%
  • UBER TECHNOLOGIES INC0.26%
  • SMB Private Education Loan Trust0.26%
  • Curzon Mortgages PLC0.25%
  • CAISSE D'AMORT DETTE SOC0.25%
  • Freddie Mac0.25%

Open BSV or NEAR at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.