SCHJ vs LQD: Holdings Overlap
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF
iShares · 3135 holdings · $32.4B · as of 2026-05-31
Holdings snapshots are 61 days apart (SCHJ: 2026-03-31, LQD: 2026-05-31). 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 SCHJ and LQD?
Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201 positions; iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD, by iShares) holds 3135. 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
- 639SCHJ holds 3201 · LQD holds 3135
- Weight in Shared Holdings
- SCHJ 28%·LQD 19%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
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%
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%
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% |
| LQD | -0.8% | -0.7% | +1.6% | +4.9% | -0.7% | +2.2% | 4.65% |
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 LQD →
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 | 0.23% | 0.16% | 0.16% |
|---|---|---|---|
| AbbVie Inc | 0.16% | 0.13% | 0.13% |
| Goldman Sachs Group Inc/The | 0.12% | 0.09% | 0.09% |
| Boeing Co/The | 0.15% | 0.09% | 0.09% |
| Citigroup Inc | 0.13% | 0.09% | 0.09% |
| Wells Fargo & Co | 0.13% | 0.09% | 0.09% |
| Oracle Corp | 0.12% | 0.09% | 0.09% |
| Morgan Stanley | 0.08% | 0.09% | 0.08% |
| JPMorgan Chase & Co | 0.14% | 0.08% | 0.08% |
| Meta Platforms Inc | 0.13% | 0.08% | 0.08% |
| Citigroup Inc | 0.10% | 0.08% | 0.08% |
| Oracle Corp | 0.10% | 0.08% | 0.08% |
| Morgan Stanley | 0.12% | 0.08% | 0.08% |
| Morgan Stanley | 0.11% | 0.07% | 0.07% |
| Pacific Gas and Electric Co | 0.11% | 0.07% | 0.07% |
| HSBC Holdings PLC | 0.10% | 0.07% | 0.07% |
| Morgan Stanley Private Bank NA | 0.11% | 0.07% | 0.07% |
| Deutsche Telekom International Finance BV | 0.13% | 0.07% | 0.07% |
| JPMorgan Chase & Co | 0.10% | 0.07% | 0.07% |
| Wells Fargo & Co | 0.10% | 0.07% | 0.07% |
| JPMorgan Chase & Co | 0.09% | 0.07% | 0.07% |
| Citigroup Inc | 0.10% | 0.07% | 0.07% |
| Wells Fargo & Co | 0.12% | 0.07% | 0.07% |
| JPMorgan Chase & Co | 0.08% | 0.07% | 0.07% |
| Bank of America Corp | 0.09% | 0.06% | 0.06% |
Showing the top 250 of 639 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHJ and LQD overlap?
SCHJ and LQD overlap by 18.3% of portfolio weight. They share 639 holdings (SCHJ holds 3201 positions and LQD holds 3135), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHJ and LQD?
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 SCHJ and LQD?
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 SCHJ own that LQD doesn't?
2562 positions (70.2% of SCHJ) are unique to SCHJ, led by Bank of America Corp, CVS Health Corp and Citigroup Inc. In the other direction, 2496 positions (79.5% of LQD) are unique to LQD.