UITB vs BIV: Holdings Overlap
UITBVictoryShares Core Intermediate Bond ETF
VictoryShares · 1162 holdings · $2.6B · as of 2026-03-31
BIVVanguard Intermediate-term Bond Index Fund
Vanguard · 2340 holdings · $28.9B · as of 2026-03-31
How similar are UITB and BIV?
VictoryShares Core Intermediate Bond ETF (UITB, by VictoryShares) holds 1162 positions; Vanguard Intermediate-term Bond Index Fund (BIV, by Vanguard) holds 2340. They have 223 holdings in common, and by portfolio weight the two funds are 22.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 22.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 223UITB holds 1162 · BIV holds 2340
- Weight in Shared Holdings
- UITB 32%·BIV 35%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 UITB
939 of 1162 positions (67.6% of the fund) are not held by BIV. Showing the top 30 by weight.
- U.S. Treasury Notes1.50%
- U.S. Treasury Notes1.28%
- U.S. Treasury Bonds0.88%
- U.S. Treasury Bonds0.87%
- U.S. Treasury Bonds0.68%
- FEDERAL NATIONAL MORTGAGE ASSOCIATION0.65%
Only in BIV
2117 of 2340 positions (63.4% of the fund) are not held by UITB. Showing the top 30 by weight.
- U.S. Treasury Notes2.20%
- U.S. Treasury Notes2.18%
- U.S. Treasury Notes1.95%
- U.S. Treasury Notes1.72%
- U.S. Treasury Notes1.40%
- U.S. Treasury Notes1.25%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| UITB | -0.3% | +0.0% | +2.3% | +4.5% | +0.2% | — | 4.29% |
| BIV | -0.2% | -0.3% | +2.0% | +4.6% | -0.1% | +1.7% | 4.31% |
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 UITB vs BIV →
Shared Holdings(223)
The top 10 shared positions account for 65% of the overlap, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes.
| U.S. Treasury Notes | 2.05% | 2.06% | 2.05% |
|---|---|---|---|
| U.S. Treasury Notes | 1.88% | 2.19% | 1.88% |
| U.S. Treasury Notes | 1.84% | 2.02% | 1.84% |
| U.S. Treasury Notes | 1.96% | 1.68% | 1.68% |
| U.S. Treasury Notes | 1.73% | 1.67% | 1.67% |
| U.S. Treasury Notes | 1.35% | 1.88% | 1.35% |
| U.S. Treasury Notes | 2.16% | 1.20% | 1.20% |
| U.S. Treasury Notes | 1.08% | 2.03% | 1.08% |
| U.S. Treasury Notes | 1.02% | 1.55% | 1.02% |
| U.S. Treasury Notes | 0.68% | 1.61% | 0.68% |
| U.S. Treasury Notes | 0.66% | 1.99% | 0.66% |
| U.S. Treasury Notes | 0.61% | 1.75% | 0.61% |
| U.S. Treasury Notes | 0.58% | 2.06% | 0.58% |
| U.S. Treasury Notes | 0.56% | 1.77% | 0.56% |
| U.S. Treasury Notes | 1.12% | 0.56% | 0.56% |
| U.S. Treasury Notes | 0.43% | 1.64% | 0.43% |
| U.S. Treasury Notes | 0.41% | 2.29% | 0.41% |
| U.S. Treasury Notes | 0.47% | 0.29% | 0.29% |
| U.S. Treasury Notes | 0.26% | 0.86% | 0.26% |
| U.S. Treasury Notes | 0.18% | 0.81% | 0.18% |
| Salesforce, Inc. | 0.24% | 0.06% | 0.06% |
| Broadcom, Inc. | 0.07% | 0.06% | 0.06% |
| Alphabet, Inc. | 0.05% | 0.06% | 0.05% |
| Amazon.com, Inc. | 0.07% | 0.05% | 0.05% |
| Morgan Stanley | 0.07% | 0.05% | 0.05% |
Frequently Asked Questions
How much do UITB and BIV overlap?
UITB and BIV overlap by 22.4% of portfolio weight. They share 223 holdings (UITB holds 1162 positions and BIV holds 2340), based on each fund's latest SEC-reported holdings.
Is it redundant to own both UITB and BIV?
The two portfolios are 22.4% 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 UITB and BIV?
The largest positions held by both funds are U.S. Treasury Notes, U.S. Treasury Notes, U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. Together the top 10 shared positions account for 65% of the total overlap.
What does UITB own that BIV doesn't?
939 positions (67.6% of UITB) are unique to UITB, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Bonds. In the other direction, 2117 positions (63.4% of BIV) are unique to BIV.