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ETF comparison

BIV vs NEAR

Both US Aggregate Bond.

Vanguard Intermediate-Term Bond Index Fund ETF Shares · iShares Short Duration Bond Active ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.1 %

8 positions appear in both funds. Buying equal dollars of BIV and NEAR would leave roughly 0.1% of each dollar exposed to the same underlying securities.

BIV unmatched 98.8% Shared 0.1% NEAR unmatched 97.7%

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 BIV only
2,347 positions
Shared
8 positions
In NEAR only
1,816 positions

Side by side

BIV

Vanguard Intermediate-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

87 composite / 100
Expense ratio
0.030%
Net assets
$51.77B
whole fund, 5 share classes
TTM yield
4.49%
Top-10 conc.
20.9%
NEAR

iShares Short Duration Bond Active ETF

iShares · US Aggregate Bond

73 composite / 100
Expense ratio
0.25%
Net assets
$5.22B
TTM yield
4.14%
Top-10 conc.
28.7%

Sub-score comparison

97
Cost
75
52
Tax efficiency
52
100
Liquidity
88
84
Concentration
73
—
Tracking quality
—
BIV sub-score NEAR

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

BIV 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 BIV vs NEAR.

Top shared holdings

8 shared in total
# Holding In BIV In NEAR Overlap
1 Veralto Corp 0.01% 0.11% 0.01%
2 Pacific Gas and Electric Co 0.01% 0.16% 0.01%
3 Cheniere Energy Partners LP 0.03% 0.01% 0.01%
4 Bank of America Corp 0.01% 0.03% 0.01%
5 Pilgrim's Pride Corp 0.01% 0.00% 0.00%
6 Bank of America Corp 0.00% 0.10% 0.00%
7 Spire Inc 0.00% 0.07% 0.00%
8 Pilgrim's Pride Corp 0.01% 0.00% 0.00%

Only in BIV

2,347 total
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.13%
  • United States Treasury Note/Bond 2.10%
  • United States Treasury Note/Bond 2.10%
  • United States Treasury Note/Bond 2.08%
  • United States Treasury Note/Bond 2.08%
  • United States Treasury Note/Bond 2.04%
  • United States Treasury Note/Bond 2.04%
  • United States Treasury Note/Bond 2.02%

Only in NEAR

1,816 total
  • United States Treasury 12.04%
  • United States Treasury 3.76%
  • United States Treasury 3.32%
  • United States Treasury 2.83%
  • United States Treasury 1.83%
  • United States Treasury 1.42%
  • United States Treasury 1.30%
  • United States Treasury 1.08%
  • United States Treasury 0.70%
  • United States Treasury 0.47%

Percentages are holdings overlap with the named fund.

Open BIV 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.