BSV vs SCHJ: Holdings Overlap
BSVVanguard Short-term Bond Index Fund
Vanguard · 3156 holdings · $45.6B · as of 2026-03-31
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
How similar are BSV and SCHJ?
Vanguard Short-term Bond Index Fund (BSV, by Vanguard) holds 3156 positions; Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201. They have 2591 holdings in common, and by portfolio weight the two funds are 23.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 23.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2591BSV holds 3156 · SCHJ holds 3201
- Weight in Shared Holdings
- BSV 23%·SCHJ 85%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
565 of 3156 positions (75.0% of the fund) are not held by SCHJ. 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 SCHJ
610 of 3201 positions (13.9% of the fund) are not held by BSV. Showing the top 30 by weight.
- Wells Fargo & Co0.13%
- Goldman Sachs Group Inc/The0.11%
- Bank of America Corp0.09%
- Morgan Stanley0.09%
- Morgan Stanley Private Bank NA0.08%
- Bank of America Corp0.08%
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% |
| 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 BSV vs SCHJ →
Shared Holdings(2591)
The top 10 shared positions account for 3% of the overlap, led by Goldman Sachs Group, Inc. (The), Bank of America Corp., Series FIX and JPMorgan Chase & Co..
| Goldman Sachs Group, Inc. (The) | 0.08% | 0.09% | 0.08% |
|---|---|---|---|
| Bank of America Corp., Series FIX | 0.06% | 0.09% | 0.06% |
| JPMorgan Chase & Co. | 0.06% | 0.08% | 0.06% |
| Bank of America Corp. | 0.06% | 0.11% | 0.06% |
| AbbVie, Inc. | 0.06% | 0.16% | 0.06% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust | 0.06% | 0.10% | 0.06% |
| Anheuser-Busch InBev Worldwide, Inc. | 0.06% | 0.11% | 0.06% |
| Morgan Stanley | 0.05% | 0.08% | 0.05% |
| Morgan Stanley | 0.05% | 0.09% | 0.05% |
| Morgan Stanley | 0.05% | 0.12% | 0.05% |
| WELLS FARGO and CO NEW 5.574%/VAR 07/25/2029 | 0.05% | 0.14% | 0.05% |
| Wells Fargo & Co. | 0.05% | 0.09% | 0.05% |
| Wells Fargo & Co. | 0.05% | 0.10% | 0.05% |
| JPMorgan Chase & Co. | 0.05% | 0.11% | 0.05% |
| Morgan Stanley | 0.05% | 0.09% | 0.05% |
| Bank of America Corp. | 0.05% | 0.13% | 0.05% |
| JPMorgan Chase & Co. | 0.05% | 0.09% | 0.05% |
| Morgan Stanley | 0.05% | 0.11% | 0.05% |
| Pfizer Investment Enterprises Pte. Ltd. | 0.05% | 0.13% | 0.05% |
| Sprint Capital Corp. | 0.05% | 0.09% | 0.05% |
| Verizon Communications, Inc. | 0.05% | 0.07% | 0.05% |
| T-Mobile USA, Inc. | 0.05% | 0.23% | 0.05% |
| CVS Health Corp. | 0.04% | 0.16% | 0.04% |
| Meta Platforms, Inc. | 0.04% | 0.13% | 0.04% |
| Amazon.com, Inc. | 0.04% | 0.06% | 0.04% |
Showing the top 250 of 2591 shared holdings by overlap weight.
Frequently Asked Questions
How much do BSV and SCHJ overlap?
BSV and SCHJ overlap by 23.2% of portfolio weight. They share 2591 holdings (BSV holds 3156 positions and SCHJ holds 3201), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BSV and SCHJ?
The two portfolios are 23.2% 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 BSV and SCHJ?
The largest positions held by both funds are Goldman Sachs Group, Inc. (The), Bank of America Corp., Series FIX, JPMorgan Chase & Co., Bank of America Corp. and AbbVie, Inc.. Together the top 10 shared positions account for 3% of the total overlap.
What does BSV own that SCHJ doesn't?
565 positions (75.0% 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, 610 positions (13.9% of SCHJ) are unique to SCHJ.