IEF vs UITB: Holdings Overlap
IEFiShares 7-10 Year Treasury Bond ETF
iShares · 15 holdings · $47.3B · as of 2026-05-31
UITBVictoryShares Core Intermediate Bond ETF
VictoryShares · 1162 holdings · $2.6B · as of 2026-03-31
Holdings snapshots are 61 days apart (IEF: 2026-05-31, UITB: 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 UITB?
iShares 7-10 Year Treasury Bond ETF (IEF, by iShares) holds 15 positions; VictoryShares Core Intermediate Bond ETF (UITB, by VictoryShares) holds 1162. They have 9 holdings in common, and by portfolio weight the two funds are 11.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 11.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 9IEF holds 15 · UITB holds 1162
- Weight in Shared Holdings
- IEF 70%·UITB 12%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
6 of 15 positions (28.5% of the fund) are not held by UITB.
- U.S. Treasury Notes9.54%
- U.S. Treasury Notes8.53%
- U.S. Treasury Notes8.31%
- U.S. Treasury Notes1.47%
- U.S. Treasury Notes0.38%
- U.S. Treasury Notes0.30%
Only in UITB
1153 of 1162 positions (88.0% of the fund) are not held by IEF. Showing the top 30 by weight.
- U.S. Treasury Notes2.16%
- U.S. Treasury Notes1.96%
- U.S. Treasury Notes1.50%
- U.S. Treasury Notes1.28%
- U.S. Treasury Notes1.12%
- U.S. Treasury Notes1.02%
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% |
| 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 IEF vs UITB →
Shared Holdings(9)
The top 9 shared positions account for 100% of the overlap, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes.
| U.S. Treasury Notes | 6.73% | 2.05% | 2.05% |
|---|---|---|---|
| U.S. Treasury Notes | 8.73% | 1.88% | 1.88% |
| U.S. Treasury Notes | 8.22% | 1.84% | 1.84% |
| U.S. Treasury Notes | 5.32% | 1.73% | 1.73% |
| U.S. Treasury Notes | 5.81% | 1.35% | 1.35% |
| U.S. Treasury Notes | 8.63% | 1.08% | 1.08% |
| U.S. Treasury Notes | 8.71% | 0.66% | 0.66% |
| U.S. Treasury Notes | 8.75% | 0.58% | 0.58% |
| U.S. Treasury Notes | 8.78% | 0.41% | 0.41% |
Frequently Asked Questions
How much do IEF and UITB overlap?
IEF and UITB overlap by 11.6% of portfolio weight. They share 9 holdings (IEF holds 15 positions and UITB holds 1162), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IEF and UITB?
The two portfolios are 11.6% 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 IEF 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 9 shared positions account for 100% of the total overlap.
What does IEF own that UITB doesn't?
6 positions (28.5% 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, 1153 positions (88.0% of UITB) are unique to UITB.