ETF comparison
JCPB vs NEAR
Both US Aggregate Bond.
JPMorgan Core Plus Bond ETF · iShares Short Duration Bond Active ETF
Holdings overlap
252 positions appear in both funds. Buying equal dollars of JCPB and NEAR would leave roughly 3.9% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
NEAR is 12 bps cheaper than JCPB. On a $100,000 position that's about $120/yr more in fees for JCPB.
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 JCPB vs NEAR.
Top shared holdings
252 shared in total| # | Holding | In JCPB | In NEAR | Overlap |
|---|---|---|---|---|
| 1 | Citigroup, Inc. | 0.16% | 0.19% | 0.16% |
| 2 | Bank of America Corp. | 0.24% | 0.14% | 0.14% |
| 3 | Morgan Stanley | 0.13% | 0.18% | 0.13% |
| 4 | Goldman Sachs Group, Inc. (The) | 0.12% | 0.23% | 0.12% |
| 5 | Bank of America Corp. | 0.14% | 0.12% | 0.12% |
| 6 | Beignet Investor LLC | 0.11% | 0.15% | 0.11% |
| 7 | Honeywell Aerospace, Inc. | 0.12% | 0.11% | 0.11% |
| 8 | Morgan Stanley | 0.14% | 0.10% | 0.10% |
| 9 | Goldman Sachs Group, Inc. (The) | 0.09% | 0.20% | 0.09% |
| 10 | Vistra Operations Co. LLC | 0.11% | 0.09% | 0.09% |
| 11 | Citigroup, Inc. | 0.16% | 0.09% | 0.09% |
| 12 | Morgan Stanley | 0.14% | 0.08% | 0.08% |
Only in JCPB
2,373 total- United States of America 3.17%
- FNMA/FHLMC 1.78%
- FNMA/FHLMC 1.36%
- FNMA/FHLMC 1.24%
- United States of America 1.15%
- United States of America 0.88%
- United States of America 0.79%
- United States of America 0.73%
- United States of America 0.65%
- United States of America 0.58%
Only in NEAR
1,328 total- United States Treasury 14.14%
- United States Treasury 4.25%
- United States Treasury 3.73%
- United States Treasury 3.20%
- United States Treasury 1.60%
- United States Treasury 1.47%
- United States Treasury 1.04%
- United States Treasury 0.78%
- CITIGROUP INC 0.48%
- APPLOVIN CORP 0.47%
Related comparisons
More comparisons with JCPB
- JCPB vs AGGY · WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 3.7%
- JCPB vs TLT · iShares 20+ Year Treasury Bond ETF 3.3%
- JCPB vs BINC · iShares Flexible Income Active ETF 3.1%
- JCPB vs PYLD · PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 2.3%
- JCPB vs MBB · iShares MBS ETF 2.3%
- JCPB vs DFCF · Dimensional Core Fixed Income ETF 1.8%
More comparisons with NEAR
- NEAR vs JPST · JPMorgan Ultra-Short Income ETF 3.1%
- NEAR vs SCHZ · Schwab U.S. Aggregate Bond ETF 3.1%
- NEAR vs FBND · Fidelity Total Bond ETF 3.0%
- NEAR vs SPAB · State Street SPDR Portfolio Aggregate Bond ETF 3.0%
- NEAR vs BND · Vanguard Total Bond Market Index Fund ETF Shares 3.0%
- NEAR vs AGG · iShares Core U.S. Aggregate Bond ETF 2.9%
Percentages are holdings overlap with the named fund.
Open JCPB 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.