IGSB vs SCHJ: Holdings Overlap
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
iShares · 4605 holdings · $23.2B · as of 2026-05-31
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
Holdings snapshots are 61 days apart (IGSB: 2026-05-31, SCHJ: 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 IGSB and SCHJ?
iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB, by iShares) holds 4605 positions; Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201. They have 2915 holdings in common, and by portfolio weight the two funds are 67.3% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 67.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2915IGSB holds 4605 · SCHJ holds 3201
- Weight in Shared Holdings
- IGSB 68%·SCHJ 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 IGSB
1690 of 4605 positions (31.0% of the fund) are not held by SCHJ. Showing the top 30 by weight.
- Eagle Funding Luxco Sarl0.31%
- Amazon.com Inc0.13%
- Mars Inc0.12%
- Salesforce Inc0.11%
- Bank of America Corp0.11%
- Bank of America Corp0.10%
Only in SCHJ
286 of 3201 positions (8.6% of the fund) are not held by IGSB. Showing the top 30 by weight.
- T-Mobile USA Inc0.14%
- Wells Fargo & Co0.13%
- Centene Corp0.12%
- Wells Fargo & Co0.11%
- Goldman Sachs Group Inc/The0.11%
- JPMorgan Chase & Co0.10%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IGSB | +0.3% | +1.2% | +3.5% | +5.6% | +2.5% | +2.7% | 4.61% |
| SCHJ | +0.2% | +1.1% | +3.4% | +5.5% | +2.4% | — | 4.52% |
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 IGSB vs SCHJ →
Shared Holdings(2915)
The top 10 shared positions account for 2% of the overlap, led by T-Mobile USA Inc, Bank of America Corp and AbbVie Inc.
| T-Mobile USA Inc | 0.18% | 0.23% | 0.18% |
|---|---|---|---|
| Bank of America Corp | 0.16% | 0.19% | 0.16% |
| AbbVie Inc | 0.14% | 0.16% | 0.14% |
| CVS Health Corp | 0.13% | 0.16% | 0.13% |
| Boeing Co/The | 0.12% | 0.15% | 0.12% |
| Goldman Sachs Group Inc/The | 0.12% | 0.12% | 0.12% |
| Wells Fargo & Co | 0.11% | 0.14% | 0.11% |
| Pfizer Investment Enterprises Pte Ltd | 0.11% | 0.13% | 0.11% |
| Deutsche Telekom International Finance BV | 0.11% | 0.13% | 0.11% |
| Citigroup Inc | 0.10% | 0.14% | 0.10% |
| Citigroup Inc | 0.10% | 0.13% | 0.10% |
| Cigna Group/The | 0.10% | 0.11% | 0.10% |
| JPMorgan Chase & Co | 0.10% | 0.11% | 0.10% |
| Bank of America Corp | 0.10% | 0.13% | 0.10% |
| Meta Platforms Inc | 0.10% | 0.13% | 0.10% |
| Wells Fargo & Co | 0.10% | 0.13% | 0.10% |
| Amgen Inc | 0.10% | 0.12% | 0.10% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust | 0.09% | 0.10% | 0.09% |
| JPMorgan Chase & Co | 0.09% | 0.14% | 0.09% |
| Goldman Sachs Group Inc/The | 0.09% | 0.13% | 0.09% |
| Goldman Sachs Group Inc/The | 0.09% | 0.12% | 0.09% |
| Comcast Corp | 0.09% | 0.11% | 0.09% |
| AT&T Inc | 0.09% | 0.11% | 0.09% |
| Oracle Corp | 0.09% | 0.12% | 0.09% |
| Morgan Stanley Private Bank NA | 0.09% | 0.10% | 0.09% |
Showing the top 250 of 2915 shared holdings by overlap weight.
Frequently Asked Questions
How much do IGSB and SCHJ overlap?
IGSB and SCHJ overlap by 67.3% of portfolio weight. They share 2915 holdings (IGSB holds 4605 positions and SCHJ holds 3201), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IGSB and SCHJ?
The two portfolios are 67.3% 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 IGSB and SCHJ?
The largest positions held by both funds are T-Mobile USA Inc, Bank of America Corp, AbbVie Inc, CVS Health Corp and Boeing Co/The. Together the top 10 shared positions account for 2% of the total overlap.
What does IGSB own that SCHJ doesn't?
1690 positions (31.0% of IGSB) are unique to IGSB, led by Eagle Funding Luxco Sarl, Amazon.com Inc and Mars Inc. In the other direction, 286 positions (8.6% of SCHJ) are unique to SCHJ.