ETF comparison
CGCP vs NEAR
Both US Aggregate Bond.
Capital Group Core Plus Income ETF · iShares Short Duration Bond Active ETF
Holdings overlap
132 positions appear in both funds. Buying equal dollars of CGCP and NEAR would leave roughly 1.1% 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 9 bps cheaper than CGCP. On a $100,000 position that's about $90/yr more in fees for CGCP.
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 CGCP vs NEAR.
Top shared holdings
132 shared in total| # | Holding | In CGCP | In NEAR | Overlap |
|---|---|---|---|---|
| 1 | United States Treasury | 0.14% | 0.47% | 0.14% |
| 2 | SYNCHRONY FINANCIAL | 0.08% | 0.12% | 0.08% |
| 3 | Extended Stay America Trust | 0.06% | 0.03% | 0.03% |
| 4 | Barclays Commercial Mortgage Securities LLC | 0.03% | 0.17% | 0.03% |
| 5 | BX Trust | 0.12% | 0.03% | 0.03% |
| 6 | HOUSTON GALLERIA MALL TRUST | 0.07% | 0.03% | 0.03% |
| 7 | ALLO Issuer, LLC | 0.03% | 0.04% | 0.03% |
| 8 | 1261229 BC LTD | 0.04% | 0.03% | 0.03% |
| 9 | EQT CORP | 0.02% | 0.22% | 0.02% |
| 10 | CCO HLDGS LLC/CAP CORP | 0.06% | 0.02% | 0.02% |
| 11 | ALLIED UNIVERSAL | 0.06% | 0.02% | 0.02% |
| 12 | ION PLATFORM FINANCE US | 0.02% | 0.02% | 0.02% |
Only in CGCP
1,327 total- United States Treasury 4.35%
- United States Treasury 3.27%
- UMBS, TBA 2.01%
- United States Treasury 1.73%
- United States Treasury 1.63%
- United States Treasury 1.59%
- United States Treasury 1.58%
- United States Treasury 1.48%
- Fannie Mae 1.45%
- UMBS, TBA 1.40%
Only in NEAR
1,692 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%
- ECMC Group Student Loan Trust 0.44%
Related comparisons
More comparisons with CGCP
- CGCP vs MBB · iShares MBS ETF 0.9%
- CGCP vs SCHP · Schwab U.S. TIPS ETF 0.2%
- CGCP vs TIP · iShares TIPS Bond ETF 0.2%
- CGCP vs VTIP · Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares 0.2%
- CGCP vs VUSB · Vanguard Ultra-Short Bond ETF 0.2%
- CGCP vs PULS · PGIM Ultra Short Bond ETF 0.1%
More comparisons with NEAR
- NEAR vs PAAA · PGIM AAA CLO ETF 0.7%
- NEAR vs JAAA · Janus Henderson AAA CLO ETF 0.4%
- NEAR vs DFCF · Dimensional Core Fixed Income ETF 0.2%
- NEAR vs BIV · Vanguard Intermediate-Term Bond Index Fund ETF Shares 0.1%
- NEAR vs VMBS · Vanguard Mortgage-Backed Securities Index Fund ETF Shares 0.0%
- NEAR vs BLV · Vanguard Long-Term Bond Index Fund ETF Shares 0.0%
Percentages are holdings overlap with the named fund.
Open CGCP 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.