IGIB vs LQD: Holdings Overlap
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
iShares · 2988 holdings · $18.6B · as of 2026-05-31
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF
iShares · 3135 holdings · $32.4B · as of 2026-05-31
How similar are IGIB and LQD?
iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB, by iShares) holds 2988 positions; iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD, by iShares) holds 3135. They have 1057 holdings in common, and by portfolio weight the two funds are 34.5% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 34.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1057IGIB holds 2988 · LQD holds 3135
- Weight in Shared Holdings
- IGIB 53%·LQD 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
1931 of 2988 positions (45.9% of the fund) are not held by LQD. Showing the top 30 by weight.
- Mars Inc0.19%
- JPMorgan Chase & Co0.15%
- JPMorgan Chase & Co0.14%
- Bank of America Corp0.13%
- QTS Fayetteville I Dc1-2 LLC / QTS TRS Fayetteville I DC1-2 LLC0.12%
- Citigroup Inc0.12%
Only in LQD
2078 of 3135 positions (63.1% of the fund) are not held by IGIB. Showing the top 30 by weight.
- Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc0.20%
- CVS Health Corp0.17%
- T-Mobile USA Inc0.16%
- Pfizer Investment Enterprises Pte Ltd0.15%
- Meta Platforms Inc0.15%
- Goldman Sachs Group Inc/The0.15%
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% |
| LQD | -0.8% | -0.7% | +1.6% | +4.9% | -0.7% | +2.2% | 4.65% |
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 LQD →
Shared Holdings(1057)
The top 10 shared positions account for 4% of the overlap, led by Meta Platforms Inc, Amazon.com Inc and Bank of America Corp.
| Meta Platforms Inc | 0.23% | 0.16% | 0.16% |
|---|---|---|---|
| Amazon.com Inc | 0.22% | 0.15% | 0.15% |
| Bank of America Corp | 0.19% | 0.14% | 0.14% |
| Bank of America Corp | 0.14% | 0.13% | 0.13% |
| Pfizer Investment Enterprises Pte Ltd | 0.18% | 0.12% | 0.12% |
| Bank of America Corp | 0.19% | 0.12% | 0.12% |
| Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc | 0.20% | 0.12% | 0.12% |
| Bank of America Corp | 0.19% | 0.12% | 0.12% |
| Oracle Corp | 0.16% | 0.12% | 0.12% |
| Wells Fargo & Co | 0.12% | 0.11% | 0.11% |
| JPMorgan Chase & Co | 0.18% | 0.11% | 0.11% |
| Alphabet Inc | 0.16% | 0.11% | 0.11% |
| Wells Fargo & Co | 0.17% | 0.11% | 0.11% |
| Amgen Inc | 0.16% | 0.11% | 0.11% |
| Salesforce Inc | 0.17% | 0.11% | 0.11% |
| Amazon.com Inc | 0.15% | 0.11% | 0.11% |
| Wells Fargo & Co | 0.16% | 0.10% | 0.10% |
| Goldman Sachs Group Inc/The | 0.17% | 0.10% | 0.10% |
| Goldman Sachs Group Inc/The | 0.14% | 0.10% | 0.10% |
| Morgan Stanley | 0.12% | 0.10% | 0.10% |
| JPMorgan Chase & Co | 0.17% | 0.10% | 0.10% |
| Morgan Stanley | 0.12% | 0.10% | 0.10% |
| Bank of America Corp | 0.15% | 0.10% | 0.10% |
| Oracle Corp | 0.12% | 0.10% | 0.10% |
| JPMorgan Chase & Co | 0.13% | 0.10% | 0.10% |
Showing the top 250 of 1057 shared holdings by overlap weight.
Frequently Asked Questions
How much do IGIB and LQD overlap?
IGIB and LQD overlap by 34.5% of portfolio weight. They share 1057 holdings (IGIB holds 2988 positions and LQD holds 3135), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGIB and LQD?
The two portfolios are 34.5% 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 LQD?
The largest positions held by both funds are Meta Platforms Inc, Amazon.com Inc, Bank of America Corp, Bank of America Corp and Pfizer Investment Enterprises Pte Ltd. Together the top 10 shared positions account for 4% of the total overlap.
What does IGIB own that LQD doesn't?
1931 positions (45.9% of IGIB) are unique to IGIB, led by Mars Inc, JPMorgan Chase & Co and JPMorgan Chase & Co. In the other direction, 2078 positions (63.1% of LQD) are unique to LQD.