SCHJ vs BSV: Holdings Overlap
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
BSVVanguard Short-term Bond Index Fund
Vanguard · 3156 holdings · $45.6B · as of 2026-03-31
How similar are SCHJ and BSV?
Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201 positions; Vanguard Short-term Bond Index Fund (BSV, by Vanguard) holds 3156. They have 2591 holdings in common, and by portfolio weight the two funds are 23.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 23.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2591SCHJ holds 3201 · BSV holds 3156
- Weight in Shared Holdings
- SCHJ 85%·BSV 23%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 SCHJ
610 of 3201 positions (13.9% of the fund) are not held by BSV. Showing the top 30 by weight.
- Wells Fargo & Co0.13%
- Goldman Sachs Group Inc/The0.11%
- Bank of America Corp0.09%
- Morgan Stanley0.09%
- Morgan Stanley Private Bank NA0.08%
- Bank of America Corp0.08%
Only in BSV
565 of 3156 positions (75.0% of the fund) are not held by SCHJ. Showing the top 30 by weight.
- U.S. Treasury Notes1.16%
- U.S. Treasury Notes0.92%
- U.S. Treasury Notes0.91%
- U.S. Treasury Notes0.82%
- U.S. Treasury Notes0.80%
- U.S. Treasury Notes0.80%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| SCHJ | +0.2% | +1.1% | +3.4% | +5.5% | +2.4% | — | 4.52% |
| BSV | +0.3% | +0.7% | +2.7% | +4.5% | +1.7% | +1.9% | 4.03% |
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 SCHJ vs BSV →
Shared Holdings(2591)
The top 10 shared positions account for 3% of the overlap, led by Goldman Sachs Group, Inc. (The), JPMorgan Chase & Co. and Bank of America Corp., Series FIX.
| Goldman Sachs Group, Inc. (The) | 0.09% | 0.08% | 0.08% |
|---|---|---|---|
| JPMorgan Chase & Co. | 0.08% | 0.06% | 0.06% |
| Bank of America Corp., Series FIX | 0.09% | 0.06% | 0.06% |
| Bank of America Corp. | 0.11% | 0.06% | 0.06% |
| AbbVie, Inc. | 0.16% | 0.06% | 0.06% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust | 0.10% | 0.06% | 0.06% |
| Anheuser-Busch InBev Worldwide, Inc. | 0.11% | 0.06% | 0.06% |
| Morgan Stanley | 0.08% | 0.05% | 0.05% |
| Morgan Stanley | 0.09% | 0.05% | 0.05% |
| Morgan Stanley | 0.12% | 0.05% | 0.05% |
| WELLS FARGO and CO NEW 5.574%/VAR 07/25/2029 | 0.14% | 0.05% | 0.05% |
| Wells Fargo & Co. | 0.09% | 0.05% | 0.05% |
| Wells Fargo & Co. | 0.10% | 0.05% | 0.05% |
| JPMorgan Chase & Co. | 0.11% | 0.05% | 0.05% |
| Morgan Stanley | 0.09% | 0.05% | 0.05% |
| Bank of America Corp. | 0.13% | 0.05% | 0.05% |
| JPMorgan Chase & Co. | 0.09% | 0.05% | 0.05% |
| Morgan Stanley | 0.11% | 0.05% | 0.05% |
| Pfizer Investment Enterprises Pte. Ltd. | 0.13% | 0.05% | 0.05% |
| Sprint Capital Corp. | 0.09% | 0.05% | 0.05% |
| Verizon Communications, Inc. | 0.07% | 0.05% | 0.05% |
| T-Mobile USA, Inc. | 0.23% | 0.05% | 0.05% |
| CVS Health Corp. | 0.16% | 0.04% | 0.04% |
| Amazon.com, Inc. | 0.06% | 0.04% | 0.04% |
| Meta Platforms, Inc. | 0.13% | 0.04% | 0.04% |
Showing the top 250 of 2591 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHJ and BSV overlap?
SCHJ and BSV overlap by 23.2% of portfolio weight. They share 2591 holdings (SCHJ holds 3201 positions and BSV holds 3156), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHJ and BSV?
The two portfolios are 23.2% 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 SCHJ and BSV?
The largest positions held by both funds are Goldman Sachs Group, Inc. (The), JPMorgan Chase & Co., Bank of America Corp., Series FIX, Bank of America Corp. and AbbVie, Inc.. Together the top 10 shared positions account for 3% of the total overlap.
What does SCHJ own that BSV doesn't?
610 positions (13.9% of SCHJ) are unique to SCHJ, led by Wells Fargo & Co, Goldman Sachs Group Inc/The and Bank of America Corp. In the other direction, 565 positions (75.0% of BSV) are unique to BSV.