IGIB vs JCPB: Holdings Overlap
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
iShares · 2988 holdings · $18.6B · as of 2026-05-31
JCPBJPMorgan Core Plus Bond ETF
JPMorgan · 2664 holdings · $14.0B · as of 2026-05-31
How similar are IGIB and JCPB?
iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB, by iShares) holds 2988 positions; JPMorgan Core Plus Bond ETF (JCPB, by JPMorgan) holds 2664. They have 275 holdings in common, and by portfolio weight the two funds are 6.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 275IGIB holds 2988 · JCPB holds 2664
- Weight in Shared Holdings
- IGIB 15%·JCPB 9%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
2713 of 2988 positions (84.4% of the fund) are not held by JCPB. Showing the top 30 by weight.
- Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc0.20%
- Bank of America Corp0.19%
- Bank of America Corp0.19%
- Pfizer Investment Enterprises Pte Ltd0.18%
- JPMorgan Chase & Co0.18%
- Salesforce Inc0.17%
Only in JCPB
2389 of 2664 positions (84.0% of the fund) are not held by IGIB. Showing the top 30 by weight.
- U.S. Treasury Notes3.17%
- FNMA/FHLMC UMBS, Single Family, 30 Year1.78%
- FNMA/FHLMC UMBS, Single Family, 30 Year1.36%
- FNMA/FHLMC UMBS, Single Family, 30 Year1.24%
- U.S. Treasury Notes1.15%
- U.S. Treasury Bonds0.88%
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% |
| JCPB | -0.2% | +0.5% | +3.3% | +5.3% | +0.8% | — | 4.94% |
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 JCPB →
Shared Holdings(275)
The top 10 shared positions account for 16% of the overlap, led by Goldman Sachs Group, Inc. (The), Bank of America Corp. and Wells Fargo & Co..
| Goldman Sachs Group, Inc. (The) | 0.13% | 0.19% | 0.13% |
|---|---|---|---|
| Bank of America Corp. | 0.12% | 0.14% | 0.12% |
| Wells Fargo & Co. | 0.12% | 0.12% | 0.12% |
| Mars, Inc. | 0.11% | 0.15% | 0.11% |
| Bank of America Corp. | 0.14% | 0.11% | 0.11% |
| Honeywell Aerospace, Inc. | 0.11% | 0.17% | 0.11% |
| Goldman Sachs Group, Inc. (The) | 0.13% | 0.09% | 0.09% |
| Citigroup, Inc. | 0.09% | 0.11% | 0.09% |
| Philip Morris International, Inc. | 0.09% | 0.18% | 0.09% |
| Abbott Laboratories | 0.14% | 0.08% | 0.08% |
| Eaton Corp. | 0.08% | 0.12% | 0.08% |
| Mars, Inc. | 0.19% | 0.08% | 0.08% |
| Citigroup, Inc. | 0.10% | 0.07% | 0.07% |
| Standard Chartered PLC | 0.10% | 0.07% | 0.07% |
| Amazon.com, Inc. | 0.22% | 0.07% | 0.07% |
| Credit Agricole SA | 0.07% | 0.07% | 0.07% |
| Charter Communications Operating LLC / Charter Communications Operating Capital | 0.07% | 0.08% | 0.07% |
| HSBC Holdings PLC | 0.07% | 0.08% | 0.07% |
| Morgan Stanley | 0.12% | 0.07% | 0.07% |
| Amgen, Inc. | 0.06% | 0.12% | 0.06% |
| Solventum Corp. | 0.06% | 0.11% | 0.06% |
| BP Capital Markets America, Inc. | 0.07% | 0.06% | 0.06% |
| Synopsys, Inc. | 0.06% | 0.10% | 0.06% |
| BPCE SA | 0.06% | 0.08% | 0.06% |
| AT&T, Inc. | 0.06% | 0.16% | 0.06% |
Showing the top 250 of 275 shared holdings by overlap weight.
Frequently Asked Questions
How much do IGIB and JCPB overlap?
IGIB and JCPB overlap by 6.8% of portfolio weight. They share 275 holdings (IGIB holds 2988 positions and JCPB holds 2664), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGIB and JCPB?
The two portfolios are 6.8% 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 IGIB and JCPB?
The largest positions held by both funds are Goldman Sachs Group, Inc. (The), Bank of America Corp., Wells Fargo & Co., Mars, Inc. and Bank of America Corp.. Together the top 10 shared positions account for 16% of the total overlap.
What does IGIB own that JCPB doesn't?
2713 positions (84.4% of IGIB) are unique to IGIB, led by Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc, Bank of America Corp and Bank of America Corp. In the other direction, 2389 positions (84.0% of JCPB) are unique to JCPB.