BSV vs SCHI: Holdings Overlap
BSVVanguard Short-term Bond Index Fund
Vanguard · 3156 holdings · $45.6B · as of 2026-03-31
SCHISchwab 5-10 Year Corporate Bond ETF
Schwab · 2327 holdings · $11.4B · as of 2026-03-31
How similar are BSV and SCHI?
Vanguard Short-term Bond Index Fund (BSV, by Vanguard) holds 3156 positions; Schwab 5-10 Year Corporate Bond ETF (SCHI, by Schwab) holds 2327. They have 45 holdings in common, and by portfolio weight the two funds are 0.4% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 45BSV holds 3156 · SCHI holds 2327
- Weight in Shared Holdings
- BSV 0%·SCHI 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 BSV
3111 of 3156 positions (97.8% of the fund) are not held by SCHI. Showing the top 30 by weight.
- U.S. Treasury Notes1.16%
- U.S. Treasury Notes0.92%
- U.S. Treasury Notes0.91%
- U.S. Treasury Notes0.82%
- U.S. Treasury Notes0.80%
- U.S. Treasury Notes0.80%
Only in SCHI
2282 of 2327 positions (96.3% of the fund) are not held by BSV. Showing the top 30 by weight.
- Meta Platforms Inc0.30%
- Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc0.24%
- Bank of America Corp0.24%
- Bank of America Corp0.24%
- Bank of America Corp0.23%
- Pfizer Investment Enterprises Pte Ltd0.23%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| BSV | +0.3% | +0.7% | +2.7% | +4.5% | +1.7% | +1.9% | 4.03% |
| SCHI | -0.2% | +0.1% | +2.9% | +6.1% | +0.9% | — | 5.10% |
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 BSV vs SCHI →
Shared Holdings(45)
The top 10 shared positions account for 48% of the overlap, led by Abbott Laboratories, Orange SA and Oracle Corp..
| Abbott Laboratories | 0.03% | 0.11% | 0.03% |
|---|---|---|---|
| Orange SA | 0.02% | 0.13% | 0.02% |
| Oracle Corp. | 0.02% | 0.13% | 0.02% |
| Fifth Third Bancorp | 0.02% | 0.05% | 0.02% |
| Walt Disney Co. (The) | 0.02% | 0.07% | 0.02% |
| Morgan Stanley | 0.02% | 0.10% | 0.02% |
| AbbVie, Inc. | 0.02% | 0.06% | 0.02% |
| Merck & Co., Inc. | 0.02% | 0.05% | 0.02% |
| Amazon.com, Inc. | 0.01% | 0.13% | 0.01% |
| Lowe's Cos., Inc. | 0.01% | 0.05% | 0.01% |
| BAT Capital Corp. | 0.01% | 0.05% | 0.01% |
| Cheniere Energy Partners LP | 0.01% | 0.07% | 0.01% |
| DTE Electric Co., Series C | 0.01% | 0.02% | 0.01% |
| AT and T INC 4.4% 04/30/2031 | 0.01% | 0.07% | 0.01% |
| NextEra Energy Capital Holdings, Inc. | 0.01% | 0.03% | 0.01% |
| Edison International | 0.01% | 0.02% | 0.01% |
| Mizuho Financial Group, Inc. | 0.01% | 0.03% | 0.01% |
| Home Depot, Inc. (The) | 0.01% | 0.05% | 0.01% |
| General Motors Financial Co., Inc. | 0.01% | 0.05% | 0.01% |
| Intercontinental Exchange, Inc. | 0.01% | 0.03% | 0.01% |
| Equinix Asia Financing Corp. Pte. Ltd. | 0.01% | 0.03% | 0.01% |
| HPS Corporate Lending Fund | 0.01% | 0.02% | 0.01% |
| AbbVie, Inc. | 0.01% | 0.10% | 0.01% |
| Jacobs Solutions, Inc. | 0.01% | 0.04% | 0.01% |
| Cencora, Inc. | 0.01% | 0.04% | 0.01% |
Frequently Asked Questions
How much do BSV and SCHI overlap?
BSV and SCHI overlap by 0.4% of portfolio weight. They share 45 holdings (BSV holds 3156 positions and SCHI holds 2327), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BSV and SCHI?
The two portfolios are 0.4% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of BSV and SCHI?
The largest positions held by both funds are Abbott Laboratories, Orange SA, Oracle Corp., Fifth Third Bancorp and Walt Disney Co. (The). Together the top 10 shared positions account for 48% of the total overlap.
What does BSV own that SCHI doesn't?
3111 positions (97.8% of BSV) are unique to BSV, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 2282 positions (96.3% of SCHI) are unique to SCHI.