IGIB vs BIV: Holdings Overlap
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
iShares · 2988 holdings · $18.6B · as of 2026-05-31
BIVVanguard Intermediate-term Bond Index Fund
Vanguard · 2340 holdings · $28.9B · as of 2026-03-31
Holdings snapshots are 61 days apart (IGIB: 2026-05-31, BIV: 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 IGIB and BIV?
iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB, by iShares) holds 2988 positions; Vanguard Intermediate-term Bond Index Fund (BIV, by Vanguard) holds 2340. They have 1946 holdings in common, and by portfolio weight the two funds are 34.2% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 34.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1946IGIB holds 2988 · BIV holds 2340
- Weight in Shared Holdings
- IGIB 72%·BIV 35%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 IGIB
1042 of 2988 positions (26.7% of the fund) are not held by BIV. Showing the top 30 by weight.
- Mars Inc0.19%
- JPMorgan Chase & Co0.14%
- QTS Fayetteville I Dc1-2 LLC / QTS TRS Fayetteville I DC1-2 LLC0.12%
- Morgan Stanley0.12%
- Meta Platforms Inc0.12%
- QatarEnergy0.12%
Only in BIV
394 of 2340 positions (64.2% of the fund) are not held by IGIB. Showing the top 30 by weight.
- U.S. Treasury Notes2.29%
- U.S. Treasury Notes2.20%
- U.S. Treasury Notes2.19%
- U.S. Treasury Notes2.18%
- U.S. Treasury Notes2.06%
- U.S. Treasury Notes2.06%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IGIB | -0.2% | +0.0% | +2.9% | +6.2% | +1.0% | +2.9% | 4.90% |
| BIV | -0.2% | -0.3% | +2.0% | +4.6% | -0.1% | +1.7% | 4.31% |
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 IGIB vs BIV →
Shared Holdings(1946)
The top 10 shared positions account for 3% of the overlap, led by Morgan Stanley, Morgan Stanley and Bank of America Corp..
| Morgan Stanley | 0.12% | 0.15% | 0.12% |
|---|---|---|---|
| Morgan Stanley | 0.12% | 0.13% | 0.12% |
| Bank of America Corp. | 0.14% | 0.11% | 0.11% |
| Oracle Corp. | 0.16% | 0.11% | 0.11% |
| Meta Platforms, Inc. | 0.23% | 0.11% | 0.11% |
| Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc | 0.20% | 0.11% | 0.11% |
| Bank of America Corp. | 0.14% | 0.09% | 0.09% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust | 0.16% | 0.09% | 0.09% |
| Bank of America Corp. | 0.14% | 0.09% | 0.09% |
| Oracle Corp. | 0.12% | 0.09% | 0.09% |
| WELLS FARGO and CO NEW 5.605%/VAR 04/23/2036 | 0.11% | 0.09% | 0.09% |
| Bank of America Corp. | 0.19% | 0.09% | 0.09% |
| Bank of America Corp. | 0.19% | 0.09% | 0.09% |
| WELLS FARGO and CO NEW 5.211%/VAR 12/03/2035 | 0.10% | 0.09% | 0.09% |
| Bank of America Corp. | 0.15% | 0.08% | 0.08% |
| Goldman Sachs Group, Inc. (The) | 0.13% | 0.08% | 0.08% |
| Pfizer Investment Enterprises Pte. Ltd. | 0.18% | 0.08% | 0.08% |
| Verizon Communications, Inc. | 0.15% | 0.08% | 0.08% |
| Citigroup, Inc. | 0.12% | 0.08% | 0.08% |
| JPMORGAN CHASE and CO 4.81%/VAR 10/22/2036 | 0.11% | 0.08% | 0.08% |
| JPMORGAN CHASE and CO 4.912%/VAR 07/25/2033 | 0.17% | 0.08% | 0.08% |
| Wells Fargo & Co. | 0.12% | 0.08% | 0.08% |
| Wells Fargo & Co. | 0.14% | 0.08% | 0.08% |
| Goldman Sachs Group, Inc. (The) | 0.17% | 0.08% | 0.08% |
| Wells Fargo & Co. | 0.17% | 0.08% | 0.08% |
Showing the top 250 of 1946 shared holdings by overlap weight.
Frequently Asked Questions
How much do IGIB and BIV overlap?
IGIB and BIV overlap by 34.2% of portfolio weight. They share 1946 holdings (IGIB holds 2988 positions and BIV holds 2340), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGIB and BIV?
The two portfolios are 34.2% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IGIB and BIV?
The largest positions held by both funds are Morgan Stanley, Morgan Stanley, Bank of America Corp., Oracle Corp. and Meta Platforms, Inc.. Together the top 10 shared positions account for 3% of the total overlap.
What does IGIB own that BIV doesn't?
1042 positions (26.7% of IGIB) are unique to IGIB, led by Mars Inc, JPMorgan Chase & Co and QTS Fayetteville I Dc1-2 LLC / QTS TRS Fayetteville I DC1-2 LLC. In the other direction, 394 positions (64.2% of BIV) are unique to BIV.