Fund comparison · from official SEC filings
IBDS vs SCHJ: how much do they overlap?
iShares iBonds Dec 2027 Term Corporate ETF and Schwab 1-5 Year Corporate Bond ETF
vs
Shared holdings
Company
IBDS
SCHJ
T
TMUS 3.75 04.15.27T-MOBILE USA INC
0.70%
0.14%
C
C 4.45 09.29.27CITIGROUP INC
0.68%
0.14%
A
AMZN 3.15 08.22.27AMAZON.COM INC
0.61%
0.12%
O
ORCL 3.25 11.15.27ORACLE CORP
0.48%
0.10%
M
META 3.5 08.15.27META PLATFORMS INC
0.45%
0.09%
B
BABA 3.4 12.06.27ALIBABA GROUP HOLDING
0.45%
0.09%
W
WFC 4.3 07.22.27 GMTNWELLS FARGO & COMPANY
0.45%
0.09%
B
BAC 3.248 10.21.27 MTNBANK OF AMERICA CORP
0.44%
0.09%
T
T 2.3 06.01.27AT&T INC
0.43%
0.08%
A
ABBV 4.8 03.15.27ABBVIE INC
0.40%
0.08%
B
BATSLN 3.557 08.15.27BAT CAPITAL CORP
0.40%
0.08%
C
C 4.576 05.29.27 BKNTCITIBANK NA
0.40%
0.07%
C
CVS 1.3 08.21.27CVS HEALTH CORP
0.39%
0.07%
O
ORCL 2.8 04.01.27ORACLE CORP
0.39%
0.08%
M
MS 3.95 04.23.27MORGAN STANLEY
0.37%
0.09%
B
BAC 4.183 11.25.27 LBANK OF AMERICA CORP
0.36%
0.08%
B
BA 5.04 05.01.27BOEING CO
0.36%
0.06%
N
NEE 4.685 09.01.27NEXTERA ENERGY CAPITAL
0.36%
0.06%
A
AMZN 3.3 04.13.27AMAZON.COM INC
0.35%
0.06%
A
AAPL 2.9 09.12.27APPLE INC
0.35%
0.08%
A
AAPL 3.2 05.11.27APPLE INC
0.35%
0.06%
A
AMZN 4.55 12.01.27AMAZON.COM INC
0.35%
0.07%
Q
QCOM 3.25 05.20.27QUALCOMM INC
0.35%
0.06%
H
HLNLN 3.375 03.24.27HALEON US CAPITAL LLC
0.34%
0.06%
S
SANTAN 5.294 08.18.27BANCO SANTANDER SA
0.31%
0.06%
Only in IBDS
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.27%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.78%
M
MSFT 3.3 02.06.27MICROSOFT CORP
0.70%
G
GS 3.85 01.26.27GOLDMAN SACHS GROUP INC
0.52%
M
MS 3.625 01.20.27MORGAN STANLEY
0.51%
A
AAPL 3.35 02.09.27APPLE INC
0.39%
C
CSCO 4.8 02.26.27CISCO SYSTEMS INC
0.35%
A
AMGN 2.2 02.21.27AMGEN INC
0.30%
I
INTNED 3.95 03.29.27ING GROEP NV
0.26%
L
LLOYDS 3.75 01.11.27LLOYDS BANKING GROUP PLC
0.23%
C
CMCSA 2.35 01.15.27COMCAST CORP
0.23%
R
RY 4.875 01.19.27 GMTNROYAL BANK OF CANADA
0.22%
A
AZN 4.8 02.26.27ASTRAZENECA FINANCE LLC
0.22%
N
NOVNVX 2 02.14.27NOVARTIS CAPITAL CORP
0.22%
L
LHX 5.4 01.15.27L3HARRIS TECH INC
0.22%
A
ANZ 4.75 01.18.27 0000AUST & NZ BANKING GRP NY
0.21%
S
SUMIBK 3.446 01.11.27SUMITOMO MITSUI FINL GRP
0.21%
N
NOMURA 2.329 01.22.27NOMURA HOLDINGS INC
0.21%
C
CMCSA 3.3 02.01.27COMCAST CORP
0.21%
G
GM 4.35 01.17.27GENERAL MOTORS FINL CO
0.20%
H
HCA 4.5 02.15.27HCA INC
0.20%
S
SBUX 4.85 02.08.27STARBUCKS CORP
0.18%
T
TGT 1.95 01.15.27TARGET CORP
0.18%
B
BA 2.7 02.01.27BOEING CO
0.18%
C
COF 4.1 02.09.27CAPITAL ONE FINANCIAL CO
0.18%
Only in SCHJ
G
GVMXXSTATE ST INST US GOV MM-PREM
0.82%
T
TMUS 3.875 04.15.30T-MOBILE USA INC
0.23%
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%
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%
W
WFC V3.526 03.24.28 MTNWELLS FARGO & COMPANY
0.13%
B
BAC V2.496 02.13.31 MTNBANK OF AMERICA CORP
0.12%
G
GS V4.516 01.21.32GOLDMAN SACHS GROUP INC
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
AMGN 5.15 03.02.28AMGEN INC
0.12%
Hold IBDS and SCHJ together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
IBDS vs BSCRInvesco BulletShares 2027 Corporate Bond ETF
78% overlap
SCHJ vs SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF
71% overlap
SCHJ vs VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
65% overlap
SCHJ vs IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
64% overlap
IBDS vs VBCAVANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF
61% overlap
SCHJ vs SPIBState Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
48% 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.