ETF comparison
NEAR vs SCHZ
Both US Aggregate Bond.
iShares Short Duration Bond Active ETF · Schwab U.S. Aggregate Bond ETF
Holdings overlap
249 positions appear in both funds. Buying equal dollars of NEAR and SCHZ would leave roughly 3.3% 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
SCHZ 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 NEAR vs SCHZ.
Top shared holdings
249 shared in total| # | Holding | In NEAR | In SCHZ | Overlap |
|---|---|---|---|---|
| 1 | United States Treasury | 0.47% | 0.28% | 0.28% |
| 2 | United States Treasury | 0.25% | 0.23% | 0.23% |
| 3 | United States Treasury | 2.83% | 0.21% | 0.21% |
| 4 | United States Treasury | 3.76% | 0.21% | 0.21% |
| 5 | United States Treasury | 1.83% | 0.20% | 0.20% |
| 6 | United States Treasury | 0.31% | 0.19% | 0.19% |
| 7 | United States Treasury | 0.70% | 0.17% | 0.17% |
| 8 | United States Treasury | 3.32% | 0.17% | 0.17% |
| 9 | United States Treasury | 1.42% | 0.15% | 0.15% |
| 10 | United States Treasury | 1.30% | 0.14% | 0.14% |
| 11 | United States Treasury | 1.08% | 0.12% | 0.12% |
| 12 | CFCRE Commercial Mortgage Trust | 0.05% | 0.03% | 0.03% |
Only in NEAR
1,575 total- United States Treasury 12.04%
- ECMC Group Student Loan Trust 0.44%
- CITIGROUP INC 0.43%
- AMAZON.COM INC 0.38%
- Wells Fargo Commercial Mortgage Trust 0.33%
- GOLDMAN SACHS GROUP INC 0.29%
- REGIONS BANKS/BIRMGHM AL 0.25%
- EQUINIX EU 2 FINANCING C 0.24%
- NVIDIA CORP 0.23%
- UBER TECHNOLOGIES INC 0.23%
Only in SCHZ
12,077 total- United States Treasury 0.39%
- United States Treasury 0.39%
- United States Treasury 0.39%
- United States Treasury 0.37%
- United States Treasury 0.37%
- United States Treasury 0.37%
- United States Treasury 0.36%
- United States Treasury 0.36%
- United States Treasury 0.36%
- United States Treasury 0.36%
Related comparisons
More comparisons with NEAR
- NEAR vs FBND · Fidelity Total Bond ETF 3.2%
- NEAR vs BND · Vanguard Total Bond Market Index Fund ETF Shares 3.1%
- NEAR vs SPAB · State Street SPDR Portfolio Aggregate Bond Index ETF 3.0%
- NEAR vs AGG · iShares Core U.S. Aggregate Bond ETF 3.0%
- NEAR vs VCRB · Vanguard Core Bond ETF 2.9%
- NEAR vs PYLD · PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 2.8%
More comparisons with SCHZ
- SCHZ vs BOND · PIMCO Active Bond Exchange-Traded Fund 2.7%
- SCHZ vs PYLD · PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 2.0%
- SCHZ vs VUSB · Vanguard Ultra-Short Bond ETF 1.8%
- SCHZ vs JPST · JPMorgan Ultra-Short Income ETF 1.0%
- SCHZ vs VWOB · Vanguard Emerging Markets Government Bond Index Fund ETF Shares 1.0%
- SCHZ vs EMB · iShares J.P. Morgan USD Emerging Markets Bond ETF 0.9%
Percentages are holdings overlap with the named fund.
Open NEAR or SCHZ 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.