IGIB vs SCHI: Holdings Overlap
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
iShares · 2988 holdings · $18.6B · as of 2026-05-31
SCHISchwab 5-10 Year Corporate Bond ETF
Schwab · 2327 holdings · $11.4B · as of 2026-03-31
Holdings snapshots are 61 days apart (IGIB: 2026-05-31, SCHI: 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 SCHI?
iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB, by iShares) holds 2988 positions; Schwab 5-10 Year Corporate Bond ETF (SCHI, by Schwab) holds 2327. They have 2112 holdings in common, and by portfolio weight the two funds are 73.7% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 73.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2112IGIB holds 2988 · SCHI holds 2327
- Weight in Shared Holdings
- IGIB 74%·SCHI 90%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
876 of 2988 positions (24.7% of the fund) are not held by SCHI. Showing the top 30 by weight.
- Amazon.com Inc0.22%
- Mars Inc0.19%
- Salesforce Inc0.17%
- Amazon.com Inc0.15%
- Abbott Laboratories0.14%
- JPMorgan Chase & Co0.14%
Only in SCHI
215 of 2327 positions (8.2% of the fund) are not held by IGIB. Showing the top 30 by weight.
- Bank of America Corp0.19%
- Goldman Sachs Group Inc/The0.16%
- Verizon Communications Inc0.15%
- JPMorgan Chase & Co0.15%
- Oracle Corp0.13%
- Orange SA0.13%
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% |
| SCHI | -0.2% | +0.1% | +2.9% | +6.1% | +0.9% | — | 5.10% |
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 SCHI →
Shared Holdings(2112)
The top 10 shared positions account for 3% of the overlap, led by Meta Platforms Inc, Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc and Bank of America Corp.
| Meta Platforms Inc | 0.23% | 0.30% | 0.23% |
|---|---|---|---|
| Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc | 0.20% | 0.24% | 0.20% |
| Bank of America Corp | 0.19% | 0.24% | 0.19% |
| Bank of America Corp | 0.19% | 0.23% | 0.19% |
| Bank of America Corp | 0.19% | 0.24% | 0.19% |
| Pfizer Investment Enterprises Pte Ltd | 0.18% | 0.23% | 0.18% |
| JPMorgan Chase & Co | 0.18% | 0.21% | 0.18% |
| Goldman Sachs Group Inc/The | 0.17% | 0.21% | 0.17% |
| JPMorgan Chase & Co | 0.17% | 0.21% | 0.17% |
| Wells Fargo & Co | 0.17% | 0.20% | 0.17% |
| Alphabet Inc | 0.16% | 0.20% | 0.16% |
| Amgen Inc | 0.16% | 0.20% | 0.16% |
| Oracle Corp | 0.16% | 0.22% | 0.16% |
| Wells Fargo & Co | 0.16% | 0.20% | 0.16% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust | 0.16% | 0.17% | 0.16% |
| Bank of America Corp | 0.15% | 0.18% | 0.15% |
| Bank of America Corp | 0.15% | 0.18% | 0.15% |
| JPMorgan Chase & Co | 0.15% | 0.19% | 0.15% |
| Verizon Communications Inc | 0.15% | 0.19% | 0.15% |
| Bank of America Corp | 0.14% | 0.17% | 0.14% |
| Wells Fargo & Co | 0.14% | 0.18% | 0.14% |
| Goldman Sachs Group Inc/The | 0.14% | 0.17% | 0.14% |
| Wells Fargo & Co | 0.14% | 0.17% | 0.14% |
| Goldman Sachs Group Inc/The | 0.14% | 0.16% | 0.14% |
| Bank of America Corp | 0.14% | 0.16% | 0.14% |
Showing the top 250 of 2112 shared holdings by overlap weight.
Frequently Asked Questions
How much do IGIB and SCHI overlap?
IGIB and SCHI overlap by 73.7% of portfolio weight. They share 2112 holdings (IGIB holds 2988 positions and SCHI holds 2327), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGIB and SCHI?
The two portfolios are 73.7% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of IGIB and SCHI?
The largest positions held by both funds are Meta Platforms Inc, Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc, Bank of America Corp, Bank of America Corp and Bank of America Corp. Together the top 10 shared positions account for 3% of the total overlap.
What does IGIB own that SCHI doesn't?
876 positions (24.7% of IGIB) are unique to IGIB, led by Amazon.com Inc, Mars Inc and Salesforce Inc. In the other direction, 215 positions (8.2% of SCHI) are unique to SCHI.