BIV vs UITB: Holdings Overlap
BIVVanguard Intermediate-term Bond Index Fund
Vanguard · 2340 holdings · $28.9B · as of 2026-03-31
UITBVictoryShares Core Intermediate Bond ETF
VictoryShares · 1162 holdings · $2.6B · as of 2026-03-31
How similar are BIV and UITB?
Vanguard Intermediate-term Bond Index Fund (BIV, by Vanguard) holds 2340 positions; VictoryShares Core Intermediate Bond ETF (UITB, by VictoryShares) holds 1162. They have 223 holdings in common, and by portfolio weight the two funds are 22.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 22.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 223BIV holds 2340 · UITB holds 1162
- Weight in Shared Holdings
- BIV 35%·UITB 32%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
2117 of 2340 positions (63.4% of the fund) are not held by UITB. Showing the top 30 by weight.
- U.S. Treasury Notes2.20%
- U.S. Treasury Notes2.18%
- U.S. Treasury Notes1.95%
- U.S. Treasury Notes1.72%
- U.S. Treasury Notes1.40%
- U.S. Treasury Notes1.25%
Only in UITB
939 of 1162 positions (67.6% of the fund) are not held by BIV. Showing the top 30 by weight.
- U.S. Treasury Notes1.50%
- U.S. Treasury Notes1.28%
- U.S. Treasury Bonds0.88%
- U.S. Treasury Bonds0.87%
- U.S. Treasury Bonds0.68%
- FEDERAL NATIONAL MORTGAGE ASSOCIATION0.65%
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% |
| UITB | -0.3% | +0.0% | +2.3% | +4.5% | +0.2% | — | 4.29% |
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 UITB →
Shared Holdings(223)
The top 10 shared positions account for 65% of the overlap, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes.
| U.S. Treasury Notes | 2.06% | 2.05% | 2.05% |
|---|---|---|---|
| U.S. Treasury Notes | 2.19% | 1.88% | 1.88% |
| U.S. Treasury Notes | 2.02% | 1.84% | 1.84% |
| U.S. Treasury Notes | 1.68% | 1.96% | 1.68% |
| U.S. Treasury Notes | 1.67% | 1.73% | 1.67% |
| U.S. Treasury Notes | 1.88% | 1.35% | 1.35% |
| U.S. Treasury Notes | 1.20% | 2.16% | 1.20% |
| U.S. Treasury Notes | 2.03% | 1.08% | 1.08% |
| U.S. Treasury Notes | 1.55% | 1.02% | 1.02% |
| U.S. Treasury Notes | 1.61% | 0.68% | 0.68% |
| U.S. Treasury Notes | 1.99% | 0.66% | 0.66% |
| U.S. Treasury Notes | 1.75% | 0.61% | 0.61% |
| U.S. Treasury Notes | 2.06% | 0.58% | 0.58% |
| U.S. Treasury Notes | 1.77% | 0.56% | 0.56% |
| U.S. Treasury Notes | 0.56% | 1.12% | 0.56% |
| U.S. Treasury Notes | 1.64% | 0.43% | 0.43% |
| U.S. Treasury Notes | 2.29% | 0.41% | 0.41% |
| U.S. Treasury Notes | 0.29% | 0.47% | 0.29% |
| U.S. Treasury Notes | 0.86% | 0.26% | 0.26% |
| U.S. Treasury Notes | 0.81% | 0.18% | 0.18% |
| Salesforce, Inc. | 0.06% | 0.24% | 0.06% |
| Broadcom, Inc. | 0.06% | 0.07% | 0.06% |
| Alphabet, Inc. | 0.06% | 0.05% | 0.05% |
| Amazon.com, Inc. | 0.05% | 0.07% | 0.05% |
| Morgan Stanley | 0.05% | 0.07% | 0.05% |
Frequently Asked Questions
How much do BIV and UITB overlap?
BIV and UITB overlap by 22.4% of portfolio weight. They share 223 holdings (BIV holds 2340 positions and UITB holds 1162), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BIV and UITB?
The two portfolios are 22.4% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of BIV and UITB?
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 U.S. Treasury Notes. Together the top 10 shared positions account for 65% of the total overlap.
What does BIV own that UITB doesn't?
2117 positions (63.4% 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, 939 positions (67.6% of UITB) are unique to UITB.