NEAR
US Aggregate BondiShares Short Duration Bond Active ETF
iShares · Tracks (actively managed — no index) · Inception Sep 25, 2013
Trailing returns
through Oct 23, 2026- 1 year
- +1.9%
- 3 year
- +4.9%
- annualized
- 5 year
- +3.9%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.25% expense ratio.
Based on $5.13B in net assets.
Top-10 holdings represent 31.2% of net assets.
US Aggregate Bond base · ETF wrapper · 4.49% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through NEAR, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare NEAR's fee against another fund
Compounds the 0.25% expense ratio against a peer over decades.
Tool · Overlap
Compare NEAR's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Aggregate Bond funds.
Tool · TLH
Find a tax-loss harvesting partner for NEAR
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for NEAR across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | United States Treasury | 14.14% |
| 2 | United States Treasury | 4.25% |
| 3 | United States Treasury | 3.73% |
| 4 | United States Treasury | 3.20% |
| 5 | United States Treasury | 1.60% |
| 6 | United States Treasury | 1.47% |
| 7 | United States Treasury | 1.04% |
| 8 | United States Treasury | 0.78% |
| 9 | CITIGROUP INC | 0.48% |
| 10 | APPLOVIN CORP | 0.47% |
Compare NEAR with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
- SHY iShares 1-3 Year Treasury Bond ETF 8.2% overlap
- VGSH Vanguard Short-Term Treasury Index Fund ETF Shares 8.2% overlap
- BINC iShares Flexible Income Active ETF 7.6% overlap
- BSV Vanguard Short-Term Bond Index Fund ETF Shares 7.0% overlap
- GVI iShares Intermediate Government/Credit Bond ETF 5.0% overlap
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