BIV vs NEAR: Holdings Overlap
BIVVanguard Intermediate-term Bond Index Fund
Vanguard · 2340 holdings · $28.9B · as of 2026-03-31
NEARiShares Short Duration Bond Active ETF
iShares · 1581 holdings · $4.9B · as of 2026-04-30
Holdings snapshots are 30 days apart (BIV: 2026-03-31, NEAR: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are BIV and NEAR?
Vanguard Intermediate-term Bond Index Fund (BIV, by Vanguard) holds 2340 positions; iShares Short Duration Bond Active ETF (NEAR, by iShares) holds 1581. They have 11 holdings in common, and by portfolio weight the two funds are 0.2% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 11BIV holds 2340 · NEAR holds 1581
- Weight in Shared Holdings
- BIV 0%·NEAR 1%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in BIV
2329 of 2340 positions (98.6% of the fund) are not held by NEAR. Showing the top 30 by weight.
- U.S. Treasury Notes2.29%
- U.S. Treasury Notes2.20%
- U.S. Treasury Notes2.19%
- U.S. Treasury Notes2.18%
- U.S. Treasury Notes2.06%
- U.S. Treasury Notes2.06%
Only in NEAR
1570 of 1581 positions (98.5% of the fund) are not held by BIV. Showing the top 30 by weight.
- U.S. Treasury Notes14.14%
- U.S. Treasury Notes4.25%
- U.S. Treasury Notes3.73%
- U.S. Treasury Notes3.20%
- U.S. Treasury Notes1.60%
- U.S. Treasury Notes1.47%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| BIV | -0.2% | -0.3% | +2.0% | +4.6% | -0.1% | +1.7% | 4.31% |
| NEAR | +0.3% | +1.2% | +3.3% | +5.4% | +4.0% | +2.9% | 4.43% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in BIV vs NEAR →
Shared Holdings(11)
The top 10 shared positions account for 97% of the overlap, led by Bank of America Corp., Humana, Inc. and Fifth Third Bancorp.
| Bank of America Corp. | 0.08% | 0.11% | 0.08% |
|---|---|---|---|
| Humana, Inc. | 0.03% | 0.02% | 0.02% |
| Fifth Third Bancorp | 0.02% | 0.06% | 0.02% |
| Baker Hughes Holdings LLC / Baker Hughes Co-Obligor Inc | 0.01% | 0.12% | 0.01% |
| Merck & Co., Inc. | 0.01% | 0.06% | 0.01% |
| Cheniere Energy Partners LP | 0.03% | 0.01% | 0.01% |
| T-Mobile USA, Inc. | 0.01% | 0.07% | 0.01% |
| Bank of America Corp. | 0.01% | 0.03% | 0.01% |
| Pacific Gas and Electric Co | 0.00% | 0.11% | 0.00% |
| Paramount Global | 0.01% | 0.00% | 0.00% |
| Spire, Inc. | 0.00% | 0.08% | 0.00% |
Frequently Asked Questions
How much do BIV and NEAR overlap?
BIV and NEAR overlap by 0.2% of portfolio weight. They share 11 holdings (BIV holds 2340 positions and NEAR holds 1581), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BIV and NEAR?
The two portfolios are 0.2% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of BIV and NEAR?
The largest positions held by both funds are Bank of America Corp., Humana, Inc., Fifth Third Bancorp, Baker Hughes Holdings LLC / Baker Hughes Co-Obligor Inc and Merck & Co., Inc.. Together the top 10 shared positions account for 97% of the total overlap.
What does BIV own that NEAR doesn't?
2329 positions (98.6% of BIV) are unique to BIV, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 1570 positions (98.5% of NEAR) are unique to NEAR.