SCHJ vs USIG: Holdings Overlap
SCHJSchwab 1-5 Year Corporate Bond ETF
Schwab · 3201 holdings · $849M · as of 2026-03-31
USIGiShares Broad USD Investment Grade Corporate Bond ETF
iShares · 11458 holdings · $17.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (SCHJ: 2026-03-31, USIG: 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 USIG?
Schwab 1-5 Year Corporate Bond ETF (SCHJ, by Schwab) holds 3201 positions; iShares Broad USD Investment Grade Corporate Bond ETF (USIG, by iShares) holds 11458. They have 2938 holdings in common, and by portfolio weight the two funds are 29.0% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 29.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2938SCHJ holds 3201 · USIG holds 11458
- Weight in Shared Holdings
- SCHJ 90%·USIG 29%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
263 of 3201 positions (8.0% of the fund) are not held by USIG. Showing the top 30 by weight.
- T-Mobile USA Inc0.14%
- Wells Fargo & Co0.13%
- Centene Corp0.12%
- Wells Fargo & Co0.11%
- Goldman Sachs Group Inc/The0.11%
- JPMorgan Chase & Co0.10%
Only in USIG
8520 of 11458 positions (70.0% of the fund) are not held by SCHJ. Showing the top 30 by weight.
- Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc0.09%
- Eagle Funding Luxco Sarl0.08%
- CVS Health Corp0.08%
- Meta Platforms Inc0.06%
- Goldman Sachs Group Inc/The0.06%
- Goldman Sachs Group Inc/The0.06%
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% |
| USIG | -0.4% | +0.1% | +2.6% | +5.4% | +0.2% | +2.4% | 4.82% |
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 USIG →
Shared Holdings(2938)
The top 10 shared positions account for 2% of the overlap, led by Bank of America Corp, T-Mobile USA Inc and Goldman Sachs Group Inc/The.
| Bank of America Corp | 0.19% | 0.09% | 0.09% |
|---|---|---|---|
| T-Mobile USA Inc | 0.23% | 0.07% | 0.07% |
| Goldman Sachs Group Inc/The | 0.13% | 0.07% | 0.07% |
| Goldman Sachs Group Inc/The | 0.12% | 0.06% | 0.06% |
| CVS Health Corp | 0.16% | 0.06% | 0.06% |
| AbbVie Inc | 0.16% | 0.06% | 0.06% |
| Boeing Co/The | 0.15% | 0.05% | 0.05% |
| Wells Fargo & Co | 0.14% | 0.05% | 0.05% |
| JPMorgan Chase & Co | 0.14% | 0.05% | 0.05% |
| Oracle Corp | 0.12% | 0.04% | 0.04% |
| Bank of America Corp | 0.07% | 0.04% | 0.04% |
| Morgan Stanley | 0.09% | 0.04% | 0.04% |
| Deutsche Telekom International Finance BV | 0.13% | 0.04% | 0.04% |
| Pfizer Investment Enterprises Pte Ltd | 0.13% | 0.04% | 0.04% |
| Morgan Stanley | 0.12% | 0.04% | 0.04% |
| Bank of America Corp | 0.07% | 0.04% | 0.04% |
| Citigroup Inc | 0.13% | 0.04% | 0.04% |
| JPMorgan Chase & Co | 0.10% | 0.04% | 0.04% |
| Bank of America Corp | 0.13% | 0.04% | 0.04% |
| Bank of America Corp | 0.09% | 0.04% | 0.04% |
| Bank of America Corp | 0.12% | 0.04% | 0.04% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust | 0.10% | 0.04% | 0.04% |
| Amgen Inc | 0.12% | 0.04% | 0.04% |
| Wells Fargo & Co | 0.12% | 0.04% | 0.04% |
| Goldman Sachs Group Inc/The | 0.12% | 0.04% | 0.04% |
Showing the top 250 of 2938 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCHJ and USIG overlap?
SCHJ and USIG overlap by 29.0% of portfolio weight. They share 2938 holdings (SCHJ holds 3201 positions and USIG holds 11458), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCHJ and USIG?
The two portfolios are 29.0% 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 USIG?
The largest positions held by both funds are Bank of America Corp, T-Mobile USA Inc, Goldman Sachs Group Inc/The, Goldman Sachs Group Inc/The and CVS Health Corp. Together the top 10 shared positions account for 2% of the total overlap.
What does SCHJ own that USIG doesn't?
263 positions (8.0% of SCHJ) are unique to SCHJ, led by T-Mobile USA Inc, Wells Fargo & Co and Centene Corp. In the other direction, 8520 positions (70.0% of USIG) are unique to USIG.