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ETF comparison

NEAR vs SHY

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 roughly 8.2% of each dollar exposed to the same underlying securities.

NEAR unmatched 90.9% Shared 8.2% SHY unmatched 90.8%

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 NEAR only
1,570 positions
Shared
10 positions
In SHY only
79 positions

Side by side

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%
SHY

iShares 1-3 Year Treasury Bond ETF

iShares · US Treasury (Short)

83 composite / 100
Expense ratio
0.15%
Net assets
$26.28B
TTM yield
3.62%
Top-10 conc.
16.0%

Sub-score comparison

75
Cost
85
52
Tax efficiency
58
87
Liquidity
100
70
Concentration
N/A
—
Tracking quality
—
NEAR sub-score SHY

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

Top shared holdings

10 shared in total
# Holding In NEAR In SHY Overlap
1 United States Treasury 3.73% 1.60% 1.60%
2 United States Treasury 1.60% 1.02% 1.02%
3 United States Treasury 1.04% 0.99% 0.99%
4 United States Treasury 1.47% 0.99% 0.99%
5 United States Treasury 4.25% 0.96% 0.96%
6 United States Treasury 3.20% 0.84% 0.84%
7 United States Treasury 0.78% 1.25% 0.78%
8 United States Treasury 0.43% 0.89% 0.43%
9 United States Treasury 0.35% 1.12% 0.35%
10 United States Treasury 0.27% 1.18% 0.27%

Only in NEAR

1,570 total
  • United States Treasury 14.14%
  • CITIGROUP INC 0.48%
  • APPLOVIN CORP 0.47%
  • PACIFIC GAS & ELECTRIC 0.45%
  • JPMORGAN CHASE & CO 0.41%
  • Wells Fargo Commercial Mortgage Trust 0.37%
  • EQT CORP 0.36%
  • AMAZON.COM INC 0.33%
  • GOLDMAN SACHS GROUP INC 0.32%
  • VIPER ENERGY PARTNERS LL 0.32%

Only in SHY

79 total
  • United States of America 1.96%
  • United States of America 1.84%
  • United States of America 1.71%
  • United States of America 1.60%
  • United States of America 1.52%
  • United States of America 1.48%
  • United States of America 1.45%
  • United States of America 1.43%
  • United States of America 1.40%
  • United States of America 1.39%

Percentages are holdings overlap with the named fund.

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 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.