NEAR vs ISTB: Holdings Overlap
NEARiShares Short Duration Bond Active ETF
iShares · 1581 holdings · $4.9B · as of 2026-04-30
ISTBiShares Core 1-5 Year USD Bond ETF
iShares · 7059 holdings · $5.1B · as of 2026-04-30
How similar are NEAR and ISTB?
iShares Short Duration Bond Active ETF (NEAR, by iShares) holds 1581 positions; iShares Core 1-5 Year USD Bond ETF (ISTB, by iShares) holds 7059. They have 619 holdings in common, and by portfolio weight the two funds are 6.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 619NEAR holds 1581 · ISTB holds 7059
- Weight in Shared Holdings
- NEAR 47%·ISTB 7%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
962 of 1581 positions (51.9% of the fund) are not held by ISTB. Showing the top 30 by weight.
- U.S. Treasury Notes14.14%
- Wells Fargo Commercial Mortgage Trust 2017-SMP0.37%
- Goldman Sachs Group Inc/The0.32%
- U.S. Treasury Notes0.27%
- SMB Private Education Loan Trust 2022-D0.26%
- Curzon Mortgages NO 2 PLC0.25%
Only in ISTB
6440 of 7059 positions (91.5% of the fund) are not held by NEAR. Showing the top 30 by weight.
- U.S. Treasury Notes0.99%
- U.S. Treasury Notes0.98%
- U.S. Treasury Notes0.96%
- U.S. Treasury Notes0.91%
- U.S. Treasury Notes0.89%
- U.S. Treasury Notes0.86%
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% |
| ISTB | +0.3% | +1.0% | +3.0% | +5.0% | +1.9% | +2.3% | 4.27% |
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 ISTB →
Shared Holdings(619)
The top 10 shared positions account for 33% of the overlap, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes.
| U.S. Treasury Notes | 1.60% | 0.49% | 0.49% |
|---|---|---|---|
| U.S. Treasury Notes | 0.35% | 0.32% | 0.32% |
| U.S. Treasury Notes | 1.47% | 0.31% | 0.31% |
| U.S. Treasury Notes | 0.78% | 0.30% | 0.30% |
| U.S. Treasury Notes | 4.25% | 0.24% | 0.24% |
| U.S. Treasury Notes | 0.43% | 0.16% | 0.16% |
| U.S. Treasury Notes | 3.73% | 0.16% | 0.16% |
| U.S. Treasury Notes | 3.20% | 0.05% | 0.05% |
| T-Mobile USA Inc | 0.15% | 0.04% | 0.04% |
| U.S. Treasury Notes | 1.04% | 0.04% | 0.04% |
| Bank of America Corp | 0.08% | 0.04% | 0.04% |
| Goldman Sachs Group Inc/The | 0.23% | 0.04% | 0.04% |
| AbbVie Inc | 0.04% | 0.04% | 0.04% |
| Wells Fargo & Co | 0.21% | 0.03% | 0.03% |
| Boeing Co/The | 0.07% | 0.03% | 0.03% |
| Bank of America Corp | 0.20% | 0.03% | 0.03% |
| T-Mobile USA Inc | 0.07% | 0.03% | 0.03% |
| Goldman Sachs Group Inc/The | 0.09% | 0.03% | 0.03% |
| Wells Fargo & Co | 0.07% | 0.02% | 0.02% |
| Cloud Software Group Inc | 0.05% | 0.02% | 0.02% |
| JPMorgan Chase & Co | 0.07% | 0.02% | 0.02% |
| Oracle Corp | 0.18% | 0.02% | 0.02% |
| Goldman Sachs Group Inc/The | 0.20% | 0.02% | 0.02% |
| JPMorgan Chase & Co | 0.09% | 0.02% | 0.02% |
| Bank of America Corp | 0.14% | 0.02% | 0.02% |
Showing the top 250 of 619 shared holdings by overlap weight.
Frequently Asked Questions
How much do NEAR and ISTB overlap?
NEAR and ISTB overlap by 6.3% of portfolio weight. They share 619 holdings (NEAR holds 1581 positions and ISTB holds 7059), based on each fund's latest SEC-reported holdings.
Is it redundant to own both NEAR and ISTB?
The two portfolios are 6.3% 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 ISTB?
The largest positions held by both funds are U.S. Treasury Notes, U.S. Treasury Notes, U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. Together the top 10 shared positions account for 33% of the total overlap.
What does NEAR own that ISTB doesn't?
962 positions (51.9% of NEAR) are unique to NEAR, led by U.S. Treasury Notes, Wells Fargo Commercial Mortgage Trust 2017-SMP and Goldman Sachs Group Inc/The. In the other direction, 6440 positions (91.5% of ISTB) are unique to ISTB.