NEAR vs IGSB: Holdings Overlap
NEARiShares Short Duration Bond Active ETF
iShares · 1581 holdings · $4.9B · as of 2026-04-30
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
iShares · 4605 holdings · $23.2B · as of 2026-05-31
Holdings snapshots are 31 days apart (NEAR: 2026-04-30, IGSB: 2026-05-31). 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 NEAR and IGSB?
iShares Short Duration Bond Active ETF (NEAR, by iShares) holds 1581 positions; iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB, by iShares) holds 4605. They have 289 holdings in common, and by portfolio weight the two funds are 9.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 9.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 289NEAR holds 1581 · IGSB holds 4605
- Weight in Shared Holdings
- NEAR 27%·IGSB 12%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 NEAR
1292 of 1581 positions (72.0% of the fund) are not held by IGSB. 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%
Only in IGSB
4316 of 4605 positions (87.6% of the fund) are not held by NEAR. Showing the top 30 by weight.
- Eagle Funding Luxco Sarl0.31%
- Amazon.com Inc0.13%
- CVS Health Corp0.13%
- Mars Inc0.12%
- Pfizer Investment Enterprises Pte Ltd0.11%
- Salesforce Inc0.11%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| NEAR | +0.3% | +1.2% | +3.3% | +5.4% | +4.0% | +2.9% | 4.43% |
| IGSB | +0.3% | +1.2% | +3.5% | +5.6% | +2.5% | +2.7% | 4.61% |
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 NEAR vs IGSB →
Shared Holdings(289)
The top 10 shared positions account for 10% of the overlap, led by T-Mobile USA Inc, Goldman Sachs Group Inc/The and Wells Fargo & Co.
| T-Mobile USA Inc | 0.15% | 0.18% | 0.15% |
|---|---|---|---|
| Goldman Sachs Group Inc/The | 0.23% | 0.12% | 0.12% |
| Wells Fargo & Co | 0.21% | 0.11% | 0.11% |
| Bank of America Corp | 0.11% | 0.11% | 0.11% |
| Bank of America Corp | 0.20% | 0.10% | 0.10% |
| Bank of America Corp | 0.14% | 0.09% | 0.09% |
| Oracle Corp | 0.18% | 0.09% | 0.09% |
| JPMorgan Chase & Co | 0.09% | 0.10% | 0.09% |
| Morgan Stanley Private Bank NA | 0.32% | 0.09% | 0.09% |
| Morgan Stanley | 0.18% | 0.09% | 0.09% |
| Goldman Sachs Group Inc/The | 0.21% | 0.09% | 0.09% |
| Goldman Sachs Group Inc/The | 0.09% | 0.09% | 0.09% |
| Morgan Stanley | 0.10% | 0.09% | 0.09% |
| Pacific Gas and Electric Co | 0.45% | 0.08% | 0.08% |
| Oracle Corp | 0.09% | 0.08% | 0.08% |
| Goldman Sachs Group Inc/The | 0.13% | 0.08% | 0.08% |
| Bank of America Corp | 0.13% | 0.08% | 0.08% |
| Goldman Sachs Group Inc/The | 0.20% | 0.08% | 0.08% |
| Bank of America Corp | 0.08% | 0.16% | 0.08% |
| Citigroup Inc | 0.15% | 0.08% | 0.08% |
| Morgan Stanley | 0.08% | 0.08% | 0.08% |
| Citigroup Inc | 0.09% | 0.08% | 0.08% |
| Bank of America Corp | 0.12% | 0.08% | 0.08% |
| JPMorgan Chase & Co | 0.24% | 0.08% | 0.08% |
| Amazon.com Inc | 0.33% | 0.07% | 0.07% |
Showing the top 250 of 289 shared holdings by overlap weight.
Frequently Asked Questions
How much do NEAR and IGSB overlap?
NEAR and IGSB overlap by 9.9% of portfolio weight. They share 289 holdings (NEAR holds 1581 positions and IGSB holds 4605), based on each fund's latest SEC-reported holdings.
Is it redundant to own both NEAR and IGSB?
The two portfolios are 9.9% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of NEAR and IGSB?
The largest positions held by both funds are T-Mobile USA Inc, Goldman Sachs Group Inc/The, Wells Fargo & Co, Bank of America Corp and Bank of America Corp. Together the top 10 shared positions account for 10% of the total overlap.
What does NEAR own that IGSB doesn't?
1292 positions (72.0% of NEAR) are unique to NEAR, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 4316 positions (87.6% of IGSB) are unique to IGSB.