Fund comparison · from official SEC filings
IBDV vs SCHJ: how much do they overlap?
iShares iBonds Dec 2030 Term Corporate ETF and Schwab 1-5 Year Corporate Bond ETF
vs
Shared holdings
Company
IBDV
SCHJ
T
TMUS 3.875 04.15.30T-MOBILE USA INC
1.10%
0.23%
B
BA 5.15 05.01.30BOEING CO
0.72%
0.15%
D
DT 8.25 06.15.30DEUTSCHE TELEKOM INT FIN
0.65%
0.13%
M
META 4.2 11.15.30META PLATFORMS INC
0.60%
0.14%
B
BRITEL 9.625 12.15.30BRITISH TELECOMMUNICATIO
0.53%
0.10%
P
PCG 4.55 07.01.30PACIFIC GAS & ELECTRIC
0.49%
0.11%
P
PFE 4.65 05.19.30PFIZER INVESTMENT ENTER
0.49%
0.10%
T
T 4.3 02.15.30AT&T INC
0.48%
0.11%
O
ORCL 2.95 04.01.30ORACLE CORP
0.47%
0.10%
A
AMGN 5.25 03.02.30AMGEN INC
0.45%
0.10%
O
ORCL 4.45 09.26.30ORACLE CORP
0.44%
0.10%
C
C 4.914 05.29.30 BKNTCITIBANK NA
0.42%
0.10%
H
HCA 3.5 09.01.30HCA INC
0.40%
0.09%
A
AMZN 4.1 11.20.30AMAZON.COM INC
0.39%
0.08%
G
GS 3.8 03.15.30GOLDMAN SACHS GROUP INC
0.39%
0.08%
H
HSBC 4.95 03.31.30HSBC HOLDINGS PLC
0.39%
0.10%
T
TACHEM 2.05 03.31.30TAKEDA PHARMACEUTICAL
0.36%
0.08%
S
SPLLLC 4.5 05.15.30SABINE PASS LIQUEFACTION
0.34%
0.07%
G
GOOGL 4.1 11.15.30ALPHABET INC
0.33%
0.08%
X
XOM 3.482 03.19.30EXXON MOBIL CORPORATION
0.33%
0.08%
G
GS 2.6 02.07.30GOLDMAN SACHS GROUP INC
0.33%
0.08%
A
AVGO 4.15 11.15.30BROADCOM INC
0.32%
0.07%
S
SNPS 4.85 04.01.30SYNOPSYS INC
0.31%
0.07%
P
PNC 2.55 01.22.30PNC FINANCIAL SERVICES
0.30%
0.06%
X
XOM 2.61 10.15.30EXXON MOBIL CORPORATION
0.30%
0.06%
Only in IBDV
B
BISXXBCF INSTITUTIONAL-SL AGNCY
6.36%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.80%
C
COF 2.7 02.06.30 BKNTCAPITAL ONE NA
0.08%
M
MSDL 6 05.19.30MORGAN STANLEY DIRECT
0.07%
F
FHN 5.75 05.01.30 BKNTFIRST HORIZON BANK
0.06%
B
BIDU 3.425 04.07.30BAIDU INC
0.02%
B
BIDU 2.375 10.09.30BAIDU INC
0.01%
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%
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%
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
AMZN 3.15 08.22.27AMAZON.COM INC
0.12%
A
AMGN 5.15 03.02.28AMGEN INC
0.12%
B
BAC V4.271 07.23.29 MTNBANK OF AMERICA CORP
0.12%
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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.