NEAR vs VCSH: Holdings Overlap
NEARiShares Short Duration Bond Active ETF
iShares · 1581 holdings · $4.9B · as of 2026-04-30
VCSHVanguard Short-term Corporate Bond Index Fund
Vanguard · 3000 holdings · $45.0B · as of 2026-05-31
Holdings snapshots are 31 days apart (NEAR: 2026-04-30, VCSH: 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 VCSH?
iShares Short Duration Bond Active ETF (NEAR, by iShares) holds 1581 positions; Vanguard Short-term Corporate Bond Index Fund (VCSH, by Vanguard) holds 3000. They have 248 holdings in common, and by portfolio weight the two funds are 10.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 248NEAR holds 1581 · VCSH holds 3000
- Weight in Shared Holdings
- NEAR 24%·VCSH 14%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
1333 of 1581 positions (75.5% of the fund) are not held by VCSH. 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 VCSH
2752 of 3000 positions (83.8% of the fund) are not held by NEAR. Showing the top 30 by weight.
- US TREASURY N/B0.83%
- CVS Health Corp.0.20%
- JPMorgan Chase & Co.0.18%
- Pfizer Investment Enterprises Pte. Ltd.0.17%
- Cigna Group (The)0.16%
- AerCap Ireland Capital DAC / AerCap Global Aviation Trust0.16%
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% |
| VCSH | +0.3% | +1.2% | +3.4% | +5.5% | +2.4% | +2.7% | 4.46% |
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 VCSH →
Shared Holdings(248)
The top 10 shared positions account for 14% of the overlap, led by WELLS FARGO and CO NEW 5.574%/VAR 07/25/2029, Bank of America Corp. and Oracle Corp..
| WELLS FARGO and CO NEW 5.574%/VAR 07/25/2029 | 0.21% | 0.18% | 0.18% |
|---|---|---|---|
| Bank of America Corp. | 0.20% | 0.16% | 0.16% |
| Oracle Corp. | 0.18% | 0.16% | 0.16% |
| T-Mobile USA, Inc. | 0.15% | 0.19% | 0.15% |
| Citigroup, Inc. | 0.15% | 0.14% | 0.14% |
| Goldman Sachs Group, Inc. (The) | 0.20% | 0.14% | 0.14% |
| Goldman Sachs Group, Inc. (The) | 0.23% | 0.13% | 0.13% |
| Goldman Sachs Group, Inc. (The) | 0.13% | 0.15% | 0.13% |
| Bank of America Corp., Series FIX | 0.13% | 0.13% | 0.13% |
| JPMorgan Chase & Co. | 0.21% | 0.12% | 0.12% |
| Morgan Stanley Private Bank NA | 0.32% | 0.12% | 0.12% |
| JPMorgan Chase & Co. | 0.13% | 0.12% | 0.12% |
| Goldman Sachs Group, Inc. (The) | 0.18% | 0.12% | 0.12% |
| Morgan Stanley | 0.24% | 0.11% | 0.11% |
| Broadcom, Inc. | 0.17% | 0.11% | 0.11% |
| Bank of America Corp. | 0.11% | 0.16% | 0.11% |
| Bank of America Corp. | 0.14% | 0.11% | 0.11% |
| HCA, Inc. | 0.19% | 0.11% | 0.11% |
| Sabine Pass Liquefaction LLC | 0.13% | 0.10% | 0.10% |
| HCA, Inc. | 0.13% | 0.10% | 0.10% |
| JPMorgan Chase & Co. | 0.11% | 0.10% | 0.10% |
| Honeywell Aerospace, Inc. | 0.11% | 0.10% | 0.10% |
| JPMorgan Chase & Co. | 0.24% | 0.10% | 0.10% |
| JPMorgan Chase & Co. | 0.41% | 0.10% | 0.10% |
| Cheniere Energy Partners LP | 0.32% | 0.09% | 0.09% |
Frequently Asked Questions
How much do NEAR and VCSH overlap?
NEAR and VCSH overlap by 10.5% of portfolio weight. They share 248 holdings (NEAR holds 1581 positions and VCSH holds 3000), based on each fund's latest SEC-reported holdings.
Is it redundant to own both NEAR and VCSH?
The two portfolios are 10.5% 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 VCSH?
The largest positions held by both funds are WELLS FARGO and CO NEW 5.574%/VAR 07/25/2029, Bank of America Corp., Oracle Corp., T-Mobile USA, Inc. and Citigroup, Inc.. Together the top 10 shared positions account for 14% of the total overlap.
What does NEAR own that VCSH doesn't?
1333 positions (75.5% 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, 2752 positions (83.8% of VCSH) are unique to VCSH.