BIV vs SCHJ: Holdings Overlap
BIVVanguard Intermediate-term Bond Index Fund
Vanguard · 2340 holdings · $28.9B · as of 2026-03-31
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
How similar are BIV and SCHJ?
Vanguard Intermediate-term Bond Index Fund (BIV, by Vanguard) holds 2340 positions; Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201. They have 36 holdings in common, and by portfolio weight the two funds are 0.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 36BIV holds 2340 · SCHJ holds 3201
- Weight in Shared Holdings
- BIV 0%·SCHJ 1%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
2304 of 2340 positions (98.5% of the fund) are not held by SCHJ. 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 SCHJ
3165 of 3201 positions (97.6% of the fund) are not held by BIV. Showing the top 30 by weight.
- T-Mobile USA Inc0.23%
- Bank of America Corp0.19%
- AbbVie Inc0.16%
- CVS Health Corp0.16%
- Boeing Co/The0.15%
- JPMorgan Chase & Co0.14%
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% |
| SCHJ | +0.2% | +1.1% | +3.4% | +5.5% | +2.4% | — | 4.52% |
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 SCHJ →
Shared Holdings(36)
The top 10 shared positions account for 50% of the overlap, led by CVS Health Corp., Cummins, Inc. and AES Corp. (The).
| CVS Health Corp. | 0.03% | 0.03% | 0.03% |
|---|---|---|---|
| Cummins, Inc. | 0.02% | 0.02% | 0.02% |
| AES Corp. (The) | 0.02% | 0.03% | 0.02% |
| Ohio Power Co., Series Q | 0.02% | 0.02% | 0.02% |
| Yale University, Series 2020 | 0.02% | 0.02% | 0.02% |
| Banco Santander SA | 0.01% | 0.05% | 0.01% |
| Ameren Corp. | 0.01% | 0.02% | 0.01% |
| Royalty Pharma PLC | 0.01% | 0.03% | 0.01% |
| National Health Investors, Inc. | 0.01% | 0.01% | 0.01% |
| Dominion Energy, Inc. | 0.01% | 0.05% | 0.01% |
| American Assets Trust LP | 0.01% | 0.02% | 0.01% |
| Procter & Gamble Co. (The) | 0.01% | 0.04% | 0.01% |
| CenterPoint Energy Resources Corp. | 0.01% | 0.01% | 0.01% |
| Starbucks Corp. | 0.01% | 0.01% | 0.01% |
| National Rural Utilities Cooperative Finance Corp. | 0.01% | 0.02% | 0.01% |
| AEP Texas, Inc., Series I | 0.01% | 0.02% | 0.01% |
| FedEx Corp. | 0.01% | 0.01% | 0.01% |
| PepsiCo, Inc. | 0.01% | 0.03% | 0.01% |
| DR Horton, Inc. | 0.01% | 0.02% | 0.01% |
| Novartis Capital Corp. | 0.01% | 0.05% | 0.01% |
| Quanta Services, Inc. | 0.01% | 0.02% | 0.01% |
| CMS Energy Corp. | 0.01% | 0.01% | 0.01% |
| Banner Health | 0.01% | 0.01% | 0.01% |
| Sutter Health, Series 20A | 0.01% | 0.02% | 0.01% |
| Bon Secours Mercy Health, Inc., Series 2018 | 0.01% | 0.01% | 0.01% |
Frequently Asked Questions
How much do BIV and SCHJ overlap?
BIV and SCHJ overlap by 0.3% of portfolio weight. They share 36 holdings (BIV holds 2340 positions and SCHJ holds 3201), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BIV and SCHJ?
The two portfolios are 0.3% 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 SCHJ?
The largest positions held by both funds are CVS Health Corp., Cummins, Inc., AES Corp. (The), Ohio Power Co., Series Q and Yale University, Series 2020. Together the top 10 shared positions account for 50% of the total overlap.
What does BIV own that SCHJ doesn't?
2304 positions (98.5% 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, 3165 positions (97.6% of SCHJ) are unique to SCHJ.