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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
7.0 %

239 positions appear in both funds. Buying equal dollars of BSV and NEAR would leave roughly 7.0% of each dollar exposed to the same underlying securities.

BSV unmatched 91.6% Shared 7.0% NEAR unmatched 92.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In BSV only
2,946 positions
Shared
239 positions
In NEAR only
1,341 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
$69.54B
whole fund, 5 share classes
TTM yield
4.10%
Top-10 conc.
8.4%
NEAR

iShares Short Duration Bond Active ETF

iShares · US Aggregate Bond

73 composite / 100
Expense ratio
0.25%
Net assets
$5.13B
TTM yield
4.49%
Top-10 conc.
31.2%

Sub-score comparison

97
Cost
75
52
Tax efficiency
52
100
Liquidity
87
100
Concentration
70
—
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

239 shared in total
# Holding In BSV In NEAR Overlap
1 United States Treasury Note/Bond 0.48% 0.78% 0.48%
2 United States Treasury Note/Bond 0.46% 1.04% 0.46%
3 United States Treasury Note/Bond 0.42% 3.73% 0.42%
4 United States Treasury Note/Bond 0.42% 1.60% 0.42%
5 United States Treasury Note/Bond 0.41% 1.47% 0.41%
6 United States Treasury Note/Bond 0.36% 3.20% 0.36%
7 United States Treasury Note/Bond 0.36% 0.43% 0.36%
8 United States Treasury Note/Bond 0.46% 0.35% 0.35%
9 United States Treasury Note/Bond 0.38% 0.27% 0.27%
10 United States Treasury Note/Bond 0.20% 4.25% 0.20%
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

2,946 total
  • United States Treasury Note/Bond 1.12%
  • United States Treasury Note/Bond 0.89%
  • United States Treasury Note/Bond 0.88%
  • United States Treasury Note/Bond 0.81%
  • 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 0.77%
  • United States Treasury Note/Bond 0.77%
  • United States Treasury Note/Bond 0.75%

Only in NEAR

1,341 total
  • United States Treasury 14.14%
  • CITIGROUP INC 0.48%
  • 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%
  • Freddie Mac 0.25%
  • Vita Scientia 0.25%

Percentages are holdings overlap with the named fund.

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 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.