BIV vs ISTB: Holdings Overlap
BIVVanguard Intermediate-term Bond Index Fund
Vanguard · 2340 holdings · $28.9B · as of 2026-03-31
ISTBiShares Core 1-5 Year USD Bond ETF
iShares · 7059 holdings · $5.1B · as of 2026-04-30
Holdings snapshots are 30 days apart (BIV: 2026-03-31, ISTB: 2026-04-30). 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 BIV and ISTB?
Vanguard Intermediate-term Bond Index Fund (BIV, by Vanguard) holds 2340 positions; iShares Core 1-5 Year USD Bond ETF (ISTB, by iShares) holds 7059. They have 56 holdings in common, and by portfolio weight the two funds are 0.8% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 56BIV holds 2340 · ISTB holds 7059
- Weight in Shared Holdings
- BIV 2%·ISTB 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 BIV
2284 of 2340 positions (97.1% of the fund) are not held by ISTB. Showing the top 30 by weight.
- U.S. Treasury Notes2.29%
- U.S. Treasury Notes2.20%
- U.S. Treasury Notes2.19%
- U.S. Treasury Notes2.18%
- U.S. Treasury Notes2.06%
- U.S. Treasury Notes2.06%
Only in ISTB
7003 of 7059 positions (96.2% of the fund) are not held by BIV. 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 Notes0.86%
- U.S. Treasury Notes0.83%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| BIV | -0.2% | -0.3% | +2.0% | +4.6% | -0.1% | +1.7% | 4.31% |
| 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 BIV vs ISTB →
Shared Holdings(56)
The top 10 shared positions account for 82% of the overlap, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes.
| U.S. Treasury Notes | 0.71% | 0.26% | 0.26% |
|---|---|---|---|
| U.S. Treasury Notes | 0.20% | 0.46% | 0.20% |
| U.S. Treasury Notes | 0.09% | 0.54% | 0.09% |
| U.S. Treasury Notes | 0.06% | 0.89% | 0.06% |
| Verizon Communications, Inc. | 0.06% | 0.02% | 0.02% |
| Oracle Corp. | 0.04% | 0.01% | 0.01% |
| American Electric Power Co., Inc., Series C | 0.02% | 0.01% | 0.01% |
| Dominion Energy, Inc. | 0.01% | 0.01% | 0.01% |
| Royalty Pharma PLC | 0.01% | 0.01% | 0.01% |
| Novartis Capital Corp. | 0.01% | 0.01% | 0.01% |
| Banco Santander SA | 0.01% | 0.01% | 0.01% |
| Banco Santander SA | 0.01% | 0.01% | 0.01% |
| Cigna Group (The) | 0.02% | 0.01% | 0.01% |
| Centene Corp. | 0.02% | 0.01% | 0.01% |
| Ford Motor Credit Co. LLC | 0.02% | 0.01% | 0.01% |
| Lowe's Cos., Inc. | 0.03% | 0.01% | 0.01% |
| Quanta Services, Inc. | 0.01% | 0.01% | 0.01% |
| PepsiCo, Inc. | 0.01% | 0.01% | 0.01% |
| CVS Health Corp. | 0.03% | 0.01% | 0.01% |
| AES Corp. (The) | 0.02% | 0.01% | 0.01% |
| Procter & Gamble Co. (The) | 0.01% | 0.01% | 0.01% |
| Ameren Corp. | 0.01% | 0.01% | 0.01% |
| NextEra Energy Capital Holdings, Inc. | 0.00% | 0.01% | 0.00% |
| Pacific Gas and Electric Co | 0.00% | 0.01% | 0.00% |
| Starbucks Corp. | 0.01% | 0.00% | 0.00% |
Frequently Asked Questions
How much do BIV and ISTB overlap?
BIV and ISTB overlap by 0.8% of portfolio weight. They share 56 holdings (BIV holds 2340 positions and ISTB holds 7059), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BIV and ISTB?
The two portfolios are 0.8% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of BIV 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 Verizon Communications, Inc.. Together the top 10 shared positions account for 82% of the total overlap.
What does BIV own that ISTB doesn't?
2284 positions (97.1% of BIV) are unique to BIV, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 7003 positions (96.2% of ISTB) are unique to ISTB.