SCHI vs UITB: Holdings Overlap
SCHISchwab 5-10 Year Corporate Bond ETF
Schwab · 2327 holdings · $11.4B · as of 2026-03-31
UITBVictoryShares Core Intermediate Bond ETF
VictoryShares · 1162 holdings · $2.6B · as of 2026-03-31
How similar are SCHI and UITB?
Schwab 5-10 Year Corporate Bond ETF (SCHI, by Schwab) holds 2327 positions; VictoryShares Core Intermediate Bond ETF (UITB, by VictoryShares) holds 1162. They have 207 holdings in common, and by portfolio weight the two funds are 6.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 207SCHI holds 2327 · UITB holds 1162
- Weight in Shared Holdings
- SCHI 9%·UITB 11%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 SCHI
2120 of 2327 positions (89.3% of the fund) are not held by UITB. Showing the top 30 by weight.
- Meta Platforms Inc0.30%
- Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc0.24%
- Bank of America Corp0.24%
- Bank of America Corp0.24%
- Bank of America Corp0.23%
- Pfizer Investment Enterprises Pte Ltd0.23%
Only in UITB
955 of 1162 positions (88.7% of the fund) are not held by SCHI. Showing the top 30 by weight.
- U.S. Treasury Notes2.16%
- U.S. Treasury Notes2.05%
- U.S. Treasury Notes1.96%
- U.S. Treasury Notes1.88%
- U.S. Treasury Notes1.84%
- U.S. Treasury Notes1.73%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| SCHI | -0.2% | +0.1% | +2.9% | +6.1% | +0.9% | — | 5.10% |
| UITB | -0.3% | +0.0% | +2.3% | +4.5% | +0.2% | — | 4.29% |
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 SCHI vs UITB →
Shared Holdings(207)
The top 10 shared positions account for 12% of the overlap, led by Bank of America Corp., Kroger Co. (The) and American Express Co..
| Bank of America Corp. | 0.14% | 0.14% | 0.14% |
|---|---|---|---|
| Kroger Co. (The) | 0.10% | 0.10% | 0.10% |
| American Express Co. | 0.09% | 0.11% | 0.09% |
| JPMorgan Chase & Co. | 0.17% | 0.08% | 0.08% |
| Amgen, Inc. | 0.08% | 0.12% | 0.08% |
| JBS NV/JBS USA Foods Group Holdings Inc/JBS USA Food Co Holdings | 0.08% | 0.10% | 0.08% |
| Rogers Communications, Inc. | 0.08% | 0.07% | 0.07% |
| ONEOK, Inc. | 0.07% | 0.07% | 0.07% |
| Cigna Group (The) | 0.07% | 0.11% | 0.07% |
| Broadcom, Inc. | 0.10% | 0.07% | 0.07% |
| Morgan Stanley | 0.12% | 0.07% | 0.07% |
| Morgan Stanley | 0.10% | 0.07% | 0.07% |
| EOG Resources, Inc. | 0.06% | 0.07% | 0.06% |
| Enbridge, Inc. | 0.06% | 0.06% | 0.06% |
| Fiserv, Inc. | 0.06% | 0.06% | 0.06% |
| Global Payments, Inc. | 0.08% | 0.05% | 0.05% |
| Deutsche Bank AG/New York NY | 0.05% | 0.07% | 0.05% |
| Alphabet, Inc. | 0.16% | 0.05% | 0.05% |
| Honeywell Aerospace, Inc. | 0.05% | 0.09% | 0.05% |
| Southern Co. (The) | 0.05% | 0.11% | 0.05% |
| US Bancorp | 0.05% | 0.06% | 0.05% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust | 0.05% | 0.05% | 0.05% |
| Bank of Montreal | 0.05% | 0.05% | 0.05% |
| Morgan Stanley | 0.15% | 0.05% | 0.05% |
| Dell International LLC / EMC Corp | 0.06% | 0.05% | 0.05% |
Frequently Asked Questions
How much do SCHI and UITB overlap?
SCHI and UITB overlap by 6.9% of portfolio weight. They share 207 holdings (SCHI holds 2327 positions and UITB holds 1162), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHI and UITB?
The two portfolios are 6.9% 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 SCHI and UITB?
The largest positions held by both funds are Bank of America Corp., Kroger Co. (The), American Express Co., JPMorgan Chase & Co. and Amgen, Inc.. Together the top 10 shared positions account for 12% of the total overlap.
What does SCHI own that UITB doesn't?
2120 positions (89.3% of SCHI) are unique to SCHI, led by Meta Platforms Inc, Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc and Bank of America Corp. In the other direction, 955 positions (88.7% of UITB) are unique to UITB.