ETF comparison

NEARvsSHY

US Aggregate Bond vs US Treasury (Short).

iShares Short Duration Bond Active ETF · iShares 1-3 Year Treasury Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
8.2%

10 positions appear in both funds. Buying equal dollars of NEAR and SHY would leave roughly8.2%of each dollar exposed to the same underlying securities.

NEAR only 93.7%Shared 8.2%SHY only 91.0%
In NEAR only
1,571 positions
Shared
10 positions
In SHY only
80 positions

Side by side

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%
SHY

iShares 1-3 Year Treasury Bond ETF

iShares · US Treasury (Short)

84composite / 100
Expense ratio
0.15%
Net assets
$25.91B
TTM yield
3.64%
Top-10 conc.
16.2%

Sub-score comparison

75
Cost
85
52
Tax efficiency
58
87
Liquidity
100
67
Concentration
91
Tracking quality
NEARsub-scoreSHY

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

Cost difference

SHY is 10 bps cheaper than NEAR. On a $100,000 position that's about $100/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 NEAR vs SHY.

Top shared holdings

10 shared in total
#HoldingIn NEARIn SHYOverlap
1United States Treasury3.73%1.60%1.60%
2United States Treasury1.60%1.02%1.02%
3United States Treasury1.04%0.99%0.99%
4United States Treasury1.47%0.99%0.99%
5United States Treasury4.25%0.96%0.96%
6United States Treasury3.20%0.84%0.84%
7United States Treasury0.78%1.25%0.78%
8United States Treasury0.43%0.89%0.43%
9United States Treasury0.35%1.12%0.35%
10United States Treasury0.27%1.18%0.27%

Only in NEAR

1,571 total
  • United States Treasury14.14%
  • BlackRock Funds III2.74%
  • CITIGROUP INC0.48%
  • APPLOVIN CORP0.47%
  • PACIFIC GAS & ELECTRIC0.45%
  • JPMORGAN CHASE & CO0.41%
  • Wells Fargo Commercial Mortgage Trust0.37%
  • EQT CORP0.36%
  • AMAZON.COM INC0.33%
  • GOLDMAN SACHS GROUP INC0.32%

Only in SHY

80 total
  • United States of America1.96%
  • United States of America1.84%
  • United States of America1.71%
  • United States of America1.60%
  • United States of America1.52%
  • United States of America1.48%
  • United States of America1.45%
  • United States of America1.43%
  • United States of America1.40%
  • United States of America1.39%

Open NEAR or SHY 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.