ISTB vs SHYG: Holdings Overlap
ISTBiShares Core 1-5 Year USD Bond ETF
iShares · 7059 holdings · $5.1B · as of 2026-04-30
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
iShares · 1154 holdings · $7.6B · as of 2026-04-30
How similar are ISTB and SHYG?
iShares Core 1-5 Year USD Bond ETF (ISTB, by iShares) holds 7059 positions; iShares 0-5 Year High Yield Corporate Bond ETF (SHYG, by iShares) holds 1154. They have 1064 holdings in common, and by portfolio weight the two funds are 5.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1064ISTB holds 7059 · SHYG holds 1154
- Weight in Shared Holdings
- ISTB 5%·SHYG 91%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 ISTB
5995 of 7059 positions (93.2% of the fund) are not held by SHYG. Showing the top 30 by weight.
- U.S. Treasury Notes0.99%
- U.S. Treasury Notes0.98%
- U.S. Treasury Notes0.96%
- U.S. Treasury Notes0.91%
- U.S. Treasury Notes0.89%
- U.S. Treasury Notes0.86%
Only in SHYG
90 of 1154 positions (5.8% of the fund) are not held by ISTB. Showing the top 30 by weight.
- DISH DBS Corp0.24%
- Rakuten Group Inc0.21%
- SBA Communications Corp0.17%
- Teva Pharmaceutical Finance Netherlands III BV0.15%
- Zayo Group Holdings Inc0.14%
- Discovery Global Holdings Inc0.13%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ISTB | +0.3% | +1.0% | +3.0% | +5.0% | +1.9% | +2.3% | 4.27% |
| SHYG | +0.3% | +2.4% | +5.3% | +7.9% | +5.0% | +5.0% | 7.01% |
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 ISTB vs SHYG →
Shared Holdings(1064)
The top 10 shared positions account for 5% of the overlap, led by EchoStar Corp, Medline Borrower LP and Cloud Software Group Inc.
| EchoStar Corp | 0.04% | 0.53% | 0.04% |
|---|---|---|---|
| Medline Borrower LP | 0.03% | 0.08% | 0.03% |
| Cloud Software Group Inc | 0.02% | 0.46% | 0.02% |
| SV RNO Property Owner 1 LLC | 0.02% | 0.26% | 0.02% |
| Cloud Software Group Inc | 0.02% | 0.44% | 0.02% |
| DISH Network Corp | 0.02% | 0.37% | 0.02% |
| WULF Compute LLC | 0.02% | 0.39% | 0.02% |
| HUB International Ltd | 0.02% | 0.39% | 0.02% |
| Venture Global LNG Inc | 0.02% | 0.38% | 0.02% |
| American Airlines Inc/AAdvantage Loyalty IP Ltd | 0.02% | 0.35% | 0.02% |
| EMRLD Borrower LP / Emerald Co-Issuer Inc | 0.02% | 0.23% | 0.02% |
| CCO Holdings LLC / CCO Holdings Capital Corp | 0.02% | 0.35% | 0.02% |
| 1011778 BC ULC / New Red Finance Inc | 0.02% | 0.24% | 0.02% |
| TransDigm Inc | 0.02% | 0.33% | 0.02% |
| Mauser Packaging Solutions Holding Co | 0.02% | 0.31% | 0.02% |
| CCO Holdings LLC / CCO Holdings Capital Corp | 0.02% | 0.27% | 0.02% |
| Neptune Bidco US Inc | 0.02% | 0.31% | 0.02% |
| DaVita Inc | 0.02% | 0.32% | 0.02% |
| APLD ComputeCo LLC | 0.02% | 0.29% | 0.02% |
| CCO Holdings LLC / CCO Holdings Capital Corp | 0.02% | 0.31% | 0.02% |
| DISH DBS Corp | 0.02% | 0.30% | 0.02% |
| Allied Universal Holdco LLC | 0.02% | 0.08% | 0.02% |
| CCO Holdings LLC / CCO Holdings Capital Corp | 0.02% | 0.28% | 0.02% |
| Nissan Motor Co Ltd | 0.02% | 0.27% | 0.02% |
| Venture Global LNG Inc | 0.02% | 0.27% | 0.02% |
Showing the top 250 of 1064 shared holdings by overlap weight.
Frequently Asked Questions
How much do ISTB and SHYG overlap?
ISTB and SHYG overlap by 5.4% of portfolio weight. They share 1064 holdings (ISTB holds 7059 positions and SHYG holds 1154), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ISTB and SHYG?
The two portfolios are 5.4% 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 ISTB and SHYG?
The largest positions held by both funds are EchoStar Corp, Medline Borrower LP, Cloud Software Group Inc, SV RNO Property Owner 1 LLC and Cloud Software Group Inc. Together the top 10 shared positions account for 5% of the total overlap.
What does ISTB own that SHYG doesn't?
5995 positions (93.2% of ISTB) are unique to ISTB, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 90 positions (5.8% of SHYG) are unique to SHYG.