IEF vs SCHJ: Holdings Overlap
IEFiShares 7-10 Year Treasury Bond ETF
iShares · 15 holdings · $47.3B · as of 2026-05-31
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
Holdings snapshots are 61 days apart (IEF: 2026-05-31, SCHJ: 2026-03-31). 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 IEF and SCHJ?
iShares 7-10 Year Treasury Bond ETF (IEF, by iShares) holds 15 positions; Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201. They have 0 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
- 0IEF holds 15 · SCHJ holds 3201
- Weight in Shared Holdings
- IEF 0%·SCHJ 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 IEF
15 of 15 positions (98.2% of the fund) are not held by SCHJ.
- U.S. Treasury Notes9.54%
- U.S. Treasury Notes8.78%
- U.S. Treasury Notes8.75%
- U.S. Treasury Notes8.73%
- U.S. Treasury Notes8.71%
- U.S. Treasury Notes8.63%
Only in SCHJ
3201 of 3201 positions (98.4% of the fund) are not held by IEF. Showing the top 30 by weight.
- T-Mobile USA Inc0.23%
- Bank of America Corp0.19%
- AbbVie Inc0.16%
- CVS Health Corp0.16%
- Boeing Co/The0.15%
- JPMorgan Chase & Co0.14%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IEF | -0.2% | -0.9% | +1.3% | +3.1% | -1.6% | +0.5% | 3.95% |
| 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 IEF vs SCHJ →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do IEF and SCHJ overlap?
IEF and SCHJ overlap by 0.0% of portfolio weight. They share 0 holdings (IEF holds 15 positions and SCHJ holds 3201), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IEF and SCHJ?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does IEF own that SCHJ doesn't?
15 positions (98.2% of IEF) are unique to IEF, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 3201 positions (98.4% of SCHJ) are unique to SCHJ.