SCHJ vs NEAR: Holdings Overlap
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
NEARiShares Short Duration Bond Active ETF
iShares · 1581 holdings · $4.9B · as of 2026-04-30
Holdings snapshots are 30 days apart (SCHJ: 2026-03-31, NEAR: 2026-04-30). 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 NEAR?
Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201 positions; iShares Short Duration Bond Active ETF (NEAR, by iShares) holds 1581. They have 253 holdings in common, and by portfolio weight the two funds are 10.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 253SCHJ holds 3201 · NEAR holds 1581
- Weight in Shared Holdings
- SCHJ 13%·NEAR 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
2948 of 3201 positions (85.2% of the fund) are not held by NEAR. Showing the top 30 by weight.
- CVS Health Corp0.16%
- Citigroup Inc0.14%
- Meta Platforms Inc0.13%
- Deutsche Telekom International Finance BV0.13%
- Citigroup Inc0.13%
- Pfizer Investment Enterprises Pte Ltd0.13%
Only in NEAR
1328 of 1581 positions (76.3% of the fund) are not held by SCHJ. Showing the top 30 by weight.
- U.S. Treasury Notes14.14%
- U.S. Treasury Notes4.25%
- U.S. Treasury Notes3.73%
- U.S. Treasury Notes3.20%
- U.S. Treasury Notes1.60%
- U.S. Treasury Notes1.47%
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% |
| NEAR | +0.3% | +1.2% | +3.3% | +5.4% | +4.0% | +2.9% | 4.43% |
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 NEAR →
Shared Holdings(253)
The top 10 shared positions account for 12% of the overlap, led by T-Mobile USA Inc, Wells Fargo & Co and Bank of America Corp.
| T-Mobile USA Inc | 0.23% | 0.15% | 0.15% |
|---|---|---|---|
| Wells Fargo & Co | 0.14% | 0.21% | 0.14% |
| Bank of America Corp | 0.13% | 0.20% | 0.13% |
| Goldman Sachs Group Inc/The | 0.12% | 0.23% | 0.12% |
| Oracle Corp | 0.12% | 0.18% | 0.12% |
| Morgan Stanley | 0.11% | 0.18% | 0.11% |
| Morgan Stanley Private Bank NA | 0.11% | 0.32% | 0.11% |
| Citigroup Inc | 0.11% | 0.15% | 0.11% |
| Pacific Gas and Electric Co | 0.11% | 0.45% | 0.11% |
| Goldman Sachs Group Inc/The | 0.11% | 0.21% | 0.11% |
| Wells Fargo & Co | 0.11% | 0.10% | 0.10% |
| Citigroup Inc | 0.09% | 0.19% | 0.09% |
| Bank of America Corp | 0.09% | 0.13% | 0.09% |
| Goldman Sachs Group Inc/The | 0.09% | 0.20% | 0.09% |
| Citibank NA | 0.09% | 0.09% | 0.09% |
| JPMorgan Chase & Co | 0.09% | 0.10% | 0.09% |
| JPMorgan Chase & Co | 0.11% | 0.09% | 0.09% |
| HCA Inc | 0.09% | 0.19% | 0.09% |
| Goldman Sachs Group Inc/The | 0.09% | 0.18% | 0.09% |
| Goldman Sachs Group Inc/The | 0.09% | 0.20% | 0.09% |
| Wells Fargo & Co | 0.09% | 0.11% | 0.09% |
| Morgan Stanley | 0.09% | 0.09% | 0.09% |
| Goldman Sachs Group Inc/The | 0.12% | 0.09% | 0.09% |
| Oracle Corp | 0.10% | 0.09% | 0.09% |
| Citigroup Inc | 0.10% | 0.09% | 0.09% |
Showing the top 250 of 253 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHJ and NEAR overlap?
SCHJ and NEAR overlap by 10.4% of portfolio weight. They share 253 holdings (SCHJ holds 3201 positions and NEAR holds 1581), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHJ and NEAR?
The two portfolios are 10.4% 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 SCHJ and NEAR?
The largest positions held by both funds are T-Mobile USA Inc, Wells Fargo & Co, Bank of America Corp, Goldman Sachs Group Inc/The and Oracle Corp. Together the top 10 shared positions account for 12% of the total overlap.
What does SCHJ own that NEAR doesn't?
2948 positions (85.2% of SCHJ) are unique to SCHJ, led by CVS Health Corp, Citigroup Inc and Meta Platforms Inc. In the other direction, 1328 positions (76.3% of NEAR) are unique to NEAR.