ETF comparison
JPST vs NEAR
Both US Aggregate Bond.
JPMorgan Ultra-Short Income ETF · iShares Short Duration Bond Active ETF
Holdings overlap
38 positions appear in both funds. Buying equal dollars of JPST and NEAR would leave roughly 2.4% 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
JPST is 7 bps cheaper than NEAR. On a $100,000 position that's about $70/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 JPST vs NEAR.
Top shared holdings
38 shared in total| # | Holding | In JPST | In NEAR | Overlap |
|---|---|---|---|---|
| 1 | Citigroup, Inc. | 0.24% | 0.43% | 0.24% |
| 2 | Morgan Stanley Bank NA | 0.31% | 0.17% | 0.17% |
| 3 | Goldman Sachs Group, Inc. (The) | 0.16% | 0.18% | 0.16% |
| 4 | RTX Corp. | 0.16% | 0.16% | 0.16% |
| 5 | Goldman Sachs Group, Inc. (The) | 0.14% | 0.15% | 0.14% |
| 6 | Goldman Sachs Group, Inc. (The) | 0.23% | 0.12% | 0.12% |
| 7 | Goldman Sachs Group, Inc. (The) | 0.10% | 0.29% | 0.10% |
| 8 | RR 20 Ltd. | 0.10% | 0.13% | 0.10% |
| 9 | Bank of America Corp. | 0.20% | 0.10% | 0.10% |
| 10 | KKR CLO 27 Ltd. | 0.12% | 0.09% | 0.09% |
| 11 | Capital One Financial Corp. | 0.55% | 0.08% | 0.08% |
| 12 | Wells Fargo & Co. | 0.15% | 0.08% | 0.08% |
Only in JPST
751 total- United States of America 2.15%
- United States of America 0.65%
- National Bank of Canada 0.56%
- First Abu Dhabi Bank PJSC 0.55%
- Svenska Handelsbanken AB 0.51%
- DNB Bank ASA 0.51%
- Royal Bank of Canada 0.51%
- AbbVie, Inc. 0.48%
- FHLMC 0.47%
- Bank of Nova Scotia 0.46%
Only in NEAR
1,786 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%
Related comparisons
More comparisons with JPST
- JPST vs BSV · Vanguard Short-Term Bond Index Fund ETF Shares 2.2%
- JPST vs VGSH · Vanguard Short-Term Treasury Index Fund ETF Shares 1.9%
- JPST vs GVI · iShares Intermediate Government/Credit Bond ETF 1.5%
- JPST vs VCRB · Vanguard Core Bond ETF 1.3%
- JPST vs SPAB · State Street SPDR Portfolio Aggregate Bond Index ETF 1.3%
- JPST vs AGG · iShares Core U.S. Aggregate Bond ETF 1.1%
More comparisons with NEAR
- NEAR vs MINT · PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 2.4%
- NEAR vs AGGY · WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 2.0%
- NEAR vs PULS · PGIM Ultra Short Bond ETF 1.9%
- NEAR vs BOND · PIMCO Active Bond Exchange-Traded Fund 1.5%
- NEAR vs GOVT · iShares U.S. Treasury Bond ETF 1.5%
- NEAR vs ICSH · iShares Ultra Short Duration Bond Active ETF 1.4%
Percentages are holdings overlap with the named fund.
Open JPST 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.