Fund comparison · from official SEC filings
ATMAX vs SCHJ: how much do they overlap?
PIMCO Low Duration Opportunities Fund and Schwab 1-5 Year Corporate Bond ETF
vs
Shared holdings
Company
ATMAX
SCHJ
L
LAZ 4.5 09.19.28LAZARD GROUP LLC
0.51%
0.02%
B
BACR V4.972 05.16.29BARCLAYS PLC
0.45%
0.07%
S
SANUK V3.823 11.03.28SANTANDER UK GROUP HLDGS
0.41%
0.04%
W
WFC V3.526 03.24.28 MTNWELLS FARGO & COMPANY
0.25%
0.13%
T
TMUS 3.875 04.15.30T-MOBILE USA INC
0.06%
0.23%
G
GS V3.615 03.15.28GOLDMAN SACHS GROUP INC
0.19%
0.11%
M
MS V4.238 01.09.30MORGAN STANLEY
0.19%
0.09%
G
GS V4.516 01.21.32GOLDMAN SACHS GROUP INC
0.19%
0.12%
T
TRGP 5.2 07.01.27TARGA RESOURCES CORP
0.16%
0.03%
H
HLNLN 3.375 03.24.27HALEON US CAPITAL LLC
0.16%
0.06%
A
ABBV 4.8 03.15.29ABBVIE INC
0.13%
0.08%
M
MIZUHO V5.098 05.13.31MIZUHO FINANCIAL GROUP
0.13%
0.03%
B
BAC V4.623 05.09.29BANK OF AMERICA CORP
0.13%
0.07%
I
INTNED V4.017 03.28.28ING GROEP NV
0.13%
0.03%
L
LLOYDS V3.75 03.18.28LLOYDS BANKING GROUP PLC
0.13%
0.04%
E
ET 4.55 01.15.31ENERGY TRANSFER LP
0.13%
0.03%
B
BAC V4.456 02.06.32BANK OF AMERICA CORP
0.13%
0.08%
S
SRE 2.95 04.15.27SOUTHERN CALIF GAS CO
0.13%
0.03%
C
COF V4.722 01.30.32CAPITAL ONE FINANCIAL CO
0.13%
0.05%
G
GS V4.369 10.21.31 .GOLDMAN SACHS GROUP INC
0.12%
0.11%
S
SANLTD 4.375 06.18.30SANDS CHINA LTD
0.12%
0.03%
B
BRX 2.25 04.01.28BRIXMOR OPERATING PART
0.12%
0.01%
D
D 3.375 04.01.30 CDOMINION ENERGY INC
0.12%
0.05%
C
CCI 3.1 11.15.29CROWN CASTLE INC
0.12%
0.02%
D
DB V3.729 01.14.32DEUTSCHE BANK NY
0.12%
0.04%
Only in ATMAX
?
—N/A
15.51%
?
—PIMCO FUNDS
13.40%
F
FNCL 5 5.11FNCL 5 5/11
8.01%
F
FNCL 6 6.11FNCL 6 6/11
7.37%
F
FNCL 3.5 6.11FNCL 3.5 6/11
3.43%
G
G2SF 6 5.11G2SF 6 5/11
2.58%
F
FNCL 5.5 5.11FNCL 5.5 5/11
2.48%
F
FNCL 3 6.11FNCL 3 6/11
2.39%
G
G2SF 5 5.11G2SF 5 5/11
2.39%
T
T 4.25 11.15.34US TREASURY N/B
2.29%
B
BLTN 0 10.01.26 LTNLETRA TESOURO NACIONAL
1.86%
F
FNCL 4.5 5.11FNCL 4.5 5/11
1.78%
T
TII 0.625 07.15.32TSY INFL IX N/B
1.61%
T
TII 1.875 07.15.34TSY INFL IX N/B
1.36%
T
TII 1.125 01.15.33TSY INFL IX N/B
1.14%
S
SAGB 7 02.28.31 R213REPUBLIC OF SOUTH AFRICA
1.03%
C
COLTES 11.75 01.24.35 BTITULOS DE TESORERIA
0.85%
?
—PROJECT CASHMERE
0.66%
R
RPLDCI 6.581 05.30.49 144ABEIGNET INVESTOR LLC
0.62%
P
PERUGB 7.3 08.12.33BONOS DE TESORERIA
0.52%
R
RASC 2006-EMX5 A4RASC 2006-EMX5 A4
0.50%
P
PERU 6.15 08.12.32 144AREPUBLIC OF PERU
0.50%
P
PERU 6.95 08.12.31 REGSREPUBLIC OF PERU
0.49%
C
COLTES 6.5 01.22.31 UVRTITULOS DE TESORERIA
0.42%
F
FR SD7578FR SD7578
0.38%
Only in SCHJ
G
GVMXXSTATE ST INST US GOV MM-PREM
0.82%
B
BAC V3.419 12.20.28BANK OF AMERICA CORP
0.19%
A
ABBV 3.2 11.21.29ABBVIE INC
0.17%
C
CVS 4.3 03.25.28CVS HEALTH CORP
0.16%
B
BA 5.15 05.01.30BOEING CO
0.15%
J
JPM V2.739 10.15.30JPMORGAN CHASE & CO
0.14%
C
C 4.45 09.29.27CITIGROUP INC
0.14%
T
TMUS 3.75 04.15.27T-MOBILE USA INC
0.14%
W
WFC V5.574 07.25.29 MTNWELLS FARGO & COMPANY
0.14%
M
META 4.2 11.15.30META PLATFORMS INC
0.14%
D
DT 8.25 06.15.30DEUTSCHE TELEKOM INT FIN
0.13%
W
WFC V5.15 04.23.31WELLS FARGO & COMPANY
0.13%
C
C V4.412 03.31.31CITIGROUP INC
0.13%
P
PFE 4.45 05.19.28PFIZER INVESTMENT ENTER
0.13%
B
BAC V5.202 04.25.29BANK OF AMERICA CORP
0.13%
G
GS V4.148 01.21.29GOLDMAN SACHS GROUP INC
0.13%
B
BAC V2.496 02.13.31 MTNBANK OF AMERICA CORP
0.12%
G
GS V4.223 05.01.29GOLDMAN SACHS GROUP INC
0.12%
M
MS V5.123 02.01.29MORGAN STANLEY
0.12%
O
ORCL 4.95 02.04.31ORACLE CORP
0.12%
W
WFC V2.879 10.30.30 MTNWELLS FARGO & COMPANY
0.12%
M
MS V2.699 01.22.31 GMTNMORGAN STANLEY
0.12%
C
CNC 4.625 12.15.29CENTENE CORP
0.12%
A
AMZN 3.15 08.22.27AMAZON.COM INC
0.12%
A
AMGN 5.15 03.02.28AMGEN INC
0.12%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.