Fund comparison · from official SEC filings
BBLB vs SCHQ: how much do they overlap?
JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF and Schwab Long-Term U.S. Treasury ETF
vs
BBLB and SCHQ are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BBLB
SCHQ
T
T 4.75 08.15.55US TREASURY N/B
4.19%
2.31%
T
T 4.625 02.15.55US TREASURY N/B
4.11%
2.26%
T
T 4.625 05.15.54US TREASURY N/B
4.11%
2.26%
T
T 4.625 11.15.55US TREASURY N/B
4.02%
2.26%
T
T 4.75 02.15.56US TREASURY N/B
4.00%
0.84%
T
T 4.75 05.15.55US TREASURY N/B
4.00%
2.31%
T
T 4.5 11.15.54US TREASURY N/B
3.89%
2.21%
T
T 4.25 02.15.54US TREASURY N/B
3.86%
2.12%
T
T 4.75 11.15.53US TREASURY N/B
3.81%
2.20%
T
T 4.25 08.15.54US TREASURY N/B
3.67%
2.12%
T
T 4.125 08.15.53US TREASURY N/B
3.46%
1.90%
T
T 4 11.15.52US TREASURY N/B
2.89%
1.68%
T
T 3.625 02.15.53US TREASURY N/B
2.87%
1.56%
T
T 2.375 05.15.51US TREASURY N/B
2.78%
1.59%
T
T 3.625 05.15.53US TREASURY N/B
2.73%
1.57%
T
T 2 08.15.51US TREASURY N/B
2.66%
1.44%
T
T 2.875 05.15.52US TREASURY N/B
2.61%
1.41%
T
T 1.875 02.15.51US TREASURY N/B
2.48%
1.41%
T
T 1.875 11.15.51US TREASURY N/B
2.36%
1.30%
T
T 3 08.15.52US TREASURY N/B
2.36%
1.38%
T
T 2.25 02.15.52US TREASURY N/B
2.26%
1.30%
T
T 3.375 11.15.48US TREASURY N/B
2.17%
1.17%
T
T 3 02.15.49US TREASURY N/B
2.16%
1.16%
T
T 1.625 11.15.50US TREASURY N/B
2.14%
1.19%
T
T 1.375 08.15.50US TREASURY N/B
2.11%
1.13%
Only in BBLB
J
JIMXXJPM PRIME MMKT-IM
1.16%
Only in SCHQ
T
T 1.75 08.15.41US TREASURY N/B
1.61%
T
T 2 11.15.41US TREASURY N/B
1.49%
T
T 5 05.15.45US TREASURY N/B
1.46%
T
T 4.875 08.15.45US TREASURY N/B
1.44%
T
T 1.875 02.15.41US TREASURY N/B
1.43%
T
T 4.75 11.15.43US TREASURY N/B
1.43%
T
T 4.75 02.15.45US TREASURY N/B
1.42%
T
T 4.625 05.15.44US TREASURY N/B
1.40%
T
T 4.625 11.15.44US TREASURY N/B
1.40%
T
T 4.625 11.15.45US TREASURY N/B
1.39%
T
T 4.5 02.15.44US TREASURY N/B
1.38%
T
T 4.375 08.15.43US TREASURY N/B
1.36%
T
T 4.125 08.15.44US TREASURY N/B
1.31%
T
T 4 11.15.42US TREASURY N/B
1.21%
T
T 1.375 11.15.40US TREASURY N/B
1.21%
T
T 2.375 02.15.42US TREASURY N/B
1.20%
T
T 3.875 02.15.43US TREASURY N/B
1.19%
T
T 3.875 05.15.43US TREASURY N/B
1.18%
T
T 2.25 05.15.41US TREASURY N/B
1.18%
T
T 3.25 05.15.42US TREASURY N/B
1.18%
T
T 3.375 08.15.42US TREASURY N/B
1.11%
T
T 1.125 08.15.40US TREASURY N/B
1.05%
T
T 2.875 05.15.43US TREASURY N/B
0.79%
T
T 2.5 02.15.45US TREASURY N/B
0.79%
T
T 1.125 05.15.40US TREASURY N/B
0.78%
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81% overlap
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.