BIV vs SHYG: Holdings Overlap
BIVVanguard Intermediate-term Bond Index Fund
Vanguard · 2340 holdings · $28.9B · as of 2026-03-31
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
iShares · 1154 holdings · $7.6B · as of 2026-04-30
Holdings snapshots are 30 days apart (BIV: 2026-03-31, SHYG: 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 SHYG?
Vanguard Intermediate-term Bond Index Fund (BIV, by Vanguard) holds 2340 positions; iShares 0-5 Year High Yield Corporate Bond ETF (SHYG, by iShares) holds 1154. They have 1 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1BIV holds 2340 · SHYG holds 1154
- Weight in Shared Holdings
- BIV 0%·SHYG 0%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
2339 of 2340 positions (98.8% of the fund) are not held by SHYG. 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 SHYG
1153 of 1154 positions (97.0% of the fund) are not held by BIV. Showing the top 30 by weight.
- EchoStar Corp0.53%
- Cloud Software Group Inc0.46%
- Cloud Software Group Inc0.44%
- WULF Compute LLC0.39%
- HUB International Ltd0.39%
- Venture Global LNG Inc0.38%
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% |
| SHYG | +0.3% | +2.4% | +5.3% | +7.9% | +5.0% | +5.0% | 7.01% |
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 SHYG →
Shared Holdings(1)
| Centene Corp. | 0.02% | 0.08% | 0.02% |
|---|
Frequently Asked Questions
How much do BIV and SHYG overlap?
BIV and SHYG overlap by 0.0% of portfolio weight. They share 1 holdings (BIV holds 2340 positions and SHYG holds 1154), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BIV and SHYG?
The two portfolios are 0.0% 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 SHYG?
The largest positions held by both funds are Centene Corp.. Together the top 1 shared positions account for 100% of the total overlap.
What does BIV own that SHYG doesn't?
2339 positions (98.8% 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, 1153 positions (97.0% of SHYG) are unique to SHYG.