BSV vs SHYG: Holdings Overlap
BSVVanguard Short-term Bond Index Fund
Vanguard · 3156 holdings · $45.6B · 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 (BSV: 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 BSV and SHYG?
Vanguard Short-term Bond Index Fund (BSV, by Vanguard) holds 3156 positions; iShares 0-5 Year High Yield Corporate Bond ETF (SHYG, by iShares) holds 1154. They have 7 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
- 7BSV holds 3156 · SHYG holds 1154
- Weight in Shared Holdings
- BSV 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 BSV
3149 of 3156 positions (98.2% of the fund) are not held by SHYG. 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 SHYG
1147 of 1154 positions (96.8% of the fund) are not held by BSV. 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 |
|---|---|---|---|---|---|---|---|
| BSV | +0.3% | +0.7% | +2.7% | +4.5% | +1.7% | +1.9% | 4.03% |
| 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 BSV vs SHYG →
Shared Holdings(7)
The top 7 shared positions account for 100% of the overlap, led by Centene Corp., Paramount Global and FS KKR Capital Corp..
| Centene Corp. | 0.02% | 0.07% | 0.02% |
|---|---|---|---|
| Paramount Global | 0.01% | 0.03% | 0.01% |
| FS KKR Capital Corp. | 0.01% | 0.04% | 0.01% |
| FS KKR Capital Corp. | 0.00% | 0.04% | 0.00% |
| Paramount Global | 0.00% | 0.03% | 0.00% |
| FS KKR Capital Corp. | 0.00% | 0.03% | 0.00% |
| Paramount Global | 0.00% | 0.03% | 0.00% |
Frequently Asked Questions
How much do BSV and SHYG overlap?
BSV and SHYG overlap by 0.0% of portfolio weight. They share 7 holdings (BSV holds 3156 positions and SHYG holds 1154), based on each fund's latest SEC-reported holdings.
Is it redundant to own both BSV 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 BSV and SHYG?
The largest positions held by both funds are Centene Corp., Paramount Global, FS KKR Capital Corp., FS KKR Capital Corp. and Paramount Global. Together the top 7 shared positions account for 100% of the total overlap.
What does BSV own that SHYG doesn't?
3149 positions (98.2% 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, 1147 positions (96.8% of SHYG) are unique to SHYG.