LQD vs SCHJ: Holdings Overlap
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF
iShares · 3135 holdings · $32.4B · 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 (LQD: 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 LQD and SCHJ?
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD, by iShares) holds 3135 positions; Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201. They have 639 holdings in common, and by portfolio weight the two funds are 18.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 18.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 639LQD holds 3135 · SCHJ holds 3201
- Weight in Shared Holdings
- LQD 19%·SCHJ 28%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 LQD
2496 of 3135 positions (79.5% of the fund) are not held by SCHJ. Showing the top 30 by weight.
- Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc0.20%
- CVS Health Corp0.17%
- Meta Platforms Inc0.16%
- Amazon.com Inc0.15%
- Pfizer Investment Enterprises Pte Ltd0.15%
- Meta Platforms Inc0.15%
Only in SCHJ
2562 of 3201 positions (70.2% of the fund) are not held by LQD. Showing the top 30 by weight.
- Bank of America Corp0.19%
- CVS Health Corp0.16%
- Citigroup Inc0.14%
- T-Mobile USA Inc0.14%
- Wells Fargo & Co0.14%
- Pfizer Investment Enterprises Pte Ltd0.13%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| LQD | -0.8% | -0.7% | +1.6% | +4.9% | -0.7% | +2.2% | 4.65% |
| 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 LQD vs SCHJ →
Shared Holdings(639)
The top 10 shared positions account for 5% of the overlap, led by T-Mobile USA Inc, AbbVie Inc and Goldman Sachs Group Inc/The.
| T-Mobile USA Inc | 0.16% | 0.23% | 0.16% |
|---|---|---|---|
| AbbVie Inc | 0.13% | 0.16% | 0.13% |
| Goldman Sachs Group Inc/The | 0.09% | 0.12% | 0.09% |
| Boeing Co/The | 0.09% | 0.15% | 0.09% |
| Citigroup Inc | 0.09% | 0.13% | 0.09% |
| Wells Fargo & Co | 0.09% | 0.13% | 0.09% |
| Oracle Corp | 0.09% | 0.12% | 0.09% |
| Morgan Stanley | 0.09% | 0.08% | 0.08% |
| JPMorgan Chase & Co | 0.08% | 0.14% | 0.08% |
| Meta Platforms Inc | 0.08% | 0.13% | 0.08% |
| Citigroup Inc | 0.08% | 0.10% | 0.08% |
| Oracle Corp | 0.08% | 0.10% | 0.08% |
| Morgan Stanley | 0.08% | 0.12% | 0.08% |
| Morgan Stanley | 0.07% | 0.11% | 0.07% |
| Pacific Gas and Electric Co | 0.07% | 0.11% | 0.07% |
| HSBC Holdings PLC | 0.07% | 0.10% | 0.07% |
| Morgan Stanley Private Bank NA | 0.07% | 0.11% | 0.07% |
| Deutsche Telekom International Finance BV | 0.07% | 0.13% | 0.07% |
| JPMorgan Chase & Co | 0.07% | 0.10% | 0.07% |
| Wells Fargo & Co | 0.07% | 0.10% | 0.07% |
| JPMorgan Chase & Co | 0.07% | 0.09% | 0.07% |
| Citigroup Inc | 0.07% | 0.10% | 0.07% |
| Wells Fargo & Co | 0.07% | 0.12% | 0.07% |
| JPMorgan Chase & Co | 0.07% | 0.08% | 0.07% |
| Bank of America Corp | 0.06% | 0.09% | 0.06% |
Showing the top 250 of 639 shared holdings by overlap weight.
Frequently Asked Questions
How much do LQD and SCHJ overlap?
LQD and SCHJ overlap by 18.3% of portfolio weight. They share 639 holdings (LQD holds 3135 positions and SCHJ holds 3201), based on each fund's latest SEC-reported holdings.
Is it redundant to own both LQD and SCHJ?
The two portfolios are 18.3% 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 LQD and SCHJ?
The largest positions held by both funds are T-Mobile USA Inc, AbbVie Inc, Goldman Sachs Group Inc/The, Boeing Co/The and Citigroup Inc. Together the top 10 shared positions account for 5% of the total overlap.
What does LQD own that SCHJ doesn't?
2496 positions (79.5% of LQD) are unique to LQD, led by Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc, CVS Health Corp and Meta Platforms Inc. In the other direction, 2562 positions (70.2% of SCHJ) are unique to SCHJ.