PULS vs NEAR: Holdings Overlap
PGIM · 553 holdings · $18.3B · as of 2026-05-29
NEARiShares Short Duration Bond Active ETF
iShares · 1581 holdings · $4.9B · as of 2026-04-30
How similar are PULS and NEAR?
PGIM Ultra Short Bond ETF (PULS, by PGIM) holds 553 positions; iShares Short Duration Bond Active ETF (NEAR, by iShares) holds 1581. They have 25 holdings in common, and by portfolio weight the two funds are 1.9% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 25PULS holds 553 · NEAR holds 1581
- Weight in Shared Holdings
- PULS 3%·NEAR 2%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 PULS
528 of 553 positions (72.9% of the fund) are not held by NEAR. Showing the top 30 by weight.
- PGIM AAA CLO ETF1.81%
- GLENCORE FUNDING LLC 0% CP 17/06/20260.74%
- Alexandria Real Estate Equities, Inc. 0% CP 01/06/20260.66%
- ABNANV 4.718 01/22/27 144A0.57%
- BX 2022-LBA6 A0.51%
- Federation des Caisses Desjardins du Quebec0.51%
Only in NEAR
1556 of 1581 positions (96.9% of the fund) are not held by PULS. 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 |
|---|---|---|---|---|---|---|---|
| PULS | +0.0% | +2.1% | +4.1% | +5.3% | +4.2% | — | 4.12% |
| 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 PULS vs NEAR →
Shared Holdings(25)
The top 10 shared positions account for 70% of the overlap, led by Amazon.com, Inc., Alphabet, Inc. and Fidelity National Information Services, Inc..
| Amazon.com, Inc. | 0.24% | 0.33% | 0.24% |
|---|---|---|---|
| Alphabet, Inc. | 0.19% | 0.20% | 0.19% |
| Fidelity National Information Services, Inc. | 0.19% | 0.25% | 0.19% |
| Goldman Sachs Group, Inc. (The) | 0.17% | 0.17% | 0.17% |
| NextEra Energy Capital Holdings, Inc. | 0.12% | 0.11% | 0.11% |
| JPMorgan Chase & Co. | 0.31% | 0.10% | 0.10% |
| Wells Fargo & Co. | 0.09% | 0.10% | 0.09% |
| Verus Securitization Trust 2026-1 | 0.08% | 0.08% | 0.08% |
| BBCMS Mortgage Trust, Series 2024-5C29, Class A3 | 0.07% | 0.15% | 0.07% |
| Glencore Funding LLC | 0.07% | 0.09% | 0.07% |
| T-Mobile USA, Inc. | 0.31% | 0.07% | 0.07% |
| Battalion CLO XI Ltd | 0.30% | 0.06% | 0.06% |
| BANK5 2024-5YR10 A3 | 0.06% | 0.18% | 0.06% |
| BMO Mortgage Trust, Series 2024-5C6, Class A3 | 0.08% | 0.06% | 0.06% |
| Ryder System Inc | 0.06% | 0.08% | 0.06% |
| Verus Securitization Trust 2025-9 | 0.06% | 0.06% | 0.06% |
| BRAVO Residential Funding Trust 2025-NQM2 | 0.13% | 0.05% | 0.05% |
| OBX 2025-NQM4 Trust | 0.08% | 0.05% | 0.05% |
| NextEra Energy Capital Holdings, Inc. | 0.07% | 0.03% | 0.03% |
| BMO 2023-5C2 Mortgage Trust | 0.14% | 0.02% | 0.02% |
| RCKT Mortgage Trust 2024-CES1 | 0.02% | 0.05% | 0.02% |
| Citibank NA | 0.06% | 0.01% | 0.01% |
| RTX Corp | 0.07% | 0.01% | 0.01% |
| Enbridge, Inc. | 0.12% | 0.01% | 0.01% |
| Cbam 2018-7 Ltd | 0.01% | 0.00% | 0.00% |
Frequently Asked Questions
How much do PULS and NEAR overlap?
PULS and NEAR overlap by 1.9% of portfolio weight. They share 25 holdings (PULS holds 553 positions and NEAR holds 1581), based on each fund's latest SEC-reported holdings.
Is it redundant to own both PULS and NEAR?
The two portfolios are 1.9% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of PULS and NEAR?
The largest positions held by both funds are Amazon.com, Inc., Alphabet, Inc., Fidelity National Information Services, Inc., Goldman Sachs Group, Inc. (The) and NextEra Energy Capital Holdings, Inc.. Together the top 10 shared positions account for 70% of the total overlap.
What does PULS own that NEAR doesn't?
528 positions (72.9% of PULS) are unique to PULS, led by PGIM AAA CLO ETF, GLENCORE FUNDING LLC 0% CP 17/06/2026 and Alexandria Real Estate Equities, Inc. 0% CP 01/06/2026. In the other direction, 1556 positions (96.9% of NEAR) are unique to NEAR.