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ETF comparison

BSV vs NEAR

Both US Aggregate Bond.

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

Holdings overlap

Weighted by ISIN/CUSIP
6.9 %

247 positions appear in both funds. Buying equal dollars of BSV and NEAR would leave roughly 6.9% of each dollar exposed to the same underlying securities.

BSV only 91.4% Shared 6.9% NEAR only 95.0%
In BSV only
2,909 positions
Shared
247 positions
In NEAR only
1,334 positions

Side by side

BSV

Vanguard Short-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

89 composite / 100
Expense ratio
0.030%
Net assets
$69.83B
TTM yield
4.01%
Top-10 conc.
8.5%
NEAR

iShares Short Duration Bond Active ETF

iShares · US Aggregate Bond

72 composite / 100
Expense ratio
0.25%
Net assets
$4.77B
TTM yield
4.43%
Top-10 conc.
33.4%

Sub-score comparison

97
Cost
75
52
Tax efficiency
52
100
Liquidity
86
100
Concentration
67
—
Tracking quality
—
BSV sub-score NEAR

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with BSV vs NEAR.

Top shared holdings

247 shared in total
# Holding In BSV In NEAR Overlap
1 United States Treasury Note/Bond 0.49% 0.78% 0.49%
2 United States Treasury Note/Bond 0.43% 3.73% 0.43%
3 United States Treasury Note/Bond 0.42% 1.60% 0.42%
4 United States Treasury Note/Bond 0.42% 1.47% 0.42%
5 United States Treasury Note/Bond 0.45% 0.35% 0.35%
6 United States Treasury Note/Bond 0.31% 0.43% 0.31%
7 United States Treasury Note/Bond 0.29% 14.14% 0.29%
8 United States Treasury Note/Bond 0.29% 3.20% 0.29%
9 United States Treasury Note/Bond 0.38% 0.27% 0.27%
10 United States Treasury Note/Bond 0.21% 4.25% 0.21%
11 Goldman Sachs Group Inc/The 0.08% 0.20% 0.08%
12 Bank of America Corp 0.06% 0.13% 0.06%

Only in BSV

2,909 total
  • United States Treasury Note/Bond 1.16%
  • United States Treasury Note/Bond 0.92%
  • United States Treasury Note/Bond 0.91%
  • United States Treasury Note/Bond 0.82%
  • United States Treasury Note/Bond 0.80%
  • United States Treasury Note/Bond 0.80%
  • United States Treasury Note/Bond 0.79%
  • United States Treasury Note/Bond 0.78%
  • United States Treasury Note/Bond 0.78%
  • United States Treasury Note/Bond 0.78%

Only in NEAR

1,334 total
  • BlackRock Funds III 2.74%
  • United States Treasury 1.04%
  • Wells Fargo Commercial Mortgage Trust 0.37%
  • GOLDMAN SACHS GROUP INC 0.32%
  • UBER TECHNOLOGIES INC 0.26%
  • SMB Private Education Loan Trust 0.26%
  • Curzon Mortgages PLC 0.25%
  • CAISSE D'AMORT DETTE SOC 0.25%
  • FIDELITY NATL INFO SERV 0.25%
  • Freddie Mac 0.25%

Open BSV or NEAR at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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