Data as of Oct 28, 2026.
BSV vs NEAR: Differences, Returns & Fees
BSV's duration was 2.5 years on Jun 30, 2026 and NEAR's 2.1 on Jul 31, 2026; BSV charges 0.03% to NEAR's 0.25%.
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Net assets: $45.4bn on Sep 30, 2026 for Vanguard Short-Term Bond ETF, and $5.2bn on Oct 28, 2026 for iShares Short Duration Bond Active ETF.
Pair scorecard
BSV costs 0.22 points a year less; their one-year returns differ by 0.8 points; BSV is 8.9 times larger.
| Measure | BSV | NEAR |
|---|---|---|
| Return | ||
| Total return, 1 year | +1.0% | +1.8% |
| Benchmark | ||
| What it tracks | Bloomberg U.S. 1-5 Year Government/Credit Float Adjusted Index | No index, actively managed |
| Cost and size | ||
| Expense ratio | 0.03% | 0.25% |
| Net assets, as of Sep 30, 2026 | $45.4bn | $5.1bn |
| Holdings | ||
| Holdings in common | 7% | |
Holdings in common uses holdings dated Jun 30, 2026 and Jul 31, 2026. Method
Risk and return
Oct 4, 2013 to Oct 23, 2026 · 681 weekly returnsNEAR returned more: +36.2% to +26.5%. BSV swung slightly less: 2.1% to 2.2%. NEAR fell slightly less at its worst: −7.5% to −8.1%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | BSV | NEAR | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +26.5% | +36.2% | NEAR | Price change plus distributions, reinvested. |
| Annualized | +1.8% | +2.4% | NEAR | Total return as a yearly rate. |
| Price return | −4.4% | +0.1% | NEAR | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 2.1% | 2.2% | BSV (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 1.5% | 1.8% | BSV | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −8.1% | −7.5% | NEAR (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | −0.06 | 0.19 | NEAR | Return above Treasury bills per unit of volatility. |
| Sortino | −0.09 | 0.24 | NEAR | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.22 | 0.32 | NEAR | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 681 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, BSV and NEAR hold 7% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Jul 31, 2026.
half
7% in common
Only in one fund ↓
Side by side
BSV and NEAR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BSV and NEAR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. BSV follows Bloomberg U.S. 1-5 Year Government/Credit Float Adjusted Index and NEAR follows No index, actively managed.
- Holdings in common. 7% of the weight is in the same securities (holdings dated Jun 30, 2026 and Jul 31, 2026).
- Cost. BSV charges 0.03% of assets a year and NEAR 0.25%, a gap of 0.22 points.
Data as of Oct 28, 2026.
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BSV
BSV tracks an index of Short-Term Bond. Over the year to Oct 28, 2026 it returned +1.0% with distributions reinvested. The prospectus expense ratio is 0.03% a year.
NEAR
NEAR is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +1.8% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.25% a year.
Questions people ask
- Which returned more over the last year, BSV or NEAR?
- In the year to Oct 28, 2026, with distributions reinvested, BSV returned +1.0% and NEAR +1.8%.
- Which is cheaper, BSV or NEAR?
- BSV is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, BSV against NEAR, data as of Oct 28, 2026. https://etfiq.com/compare/any/bsv-vs-near
ETFIQ. (Oct 28, 2026). BSV against NEAR. Retrieved from https://etfiq.com/compare/any/bsv-vs-near
[BSV against NEAR (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/bsv-vs-near)
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