Fund comparison · from official SEC filings
IBDY vs SCHI: how much do they overlap?
iShares iBonds Dec 2033 Term Corporate ETF and Schwab 5-10 Year Corporate Bond ETF
vs
Shared holdings
Company
IBDY
SCHI
P
PFE 4.75 05.19.33PFIZER INVESTMENT ENTER
1.45%
0.23%
A
AMGN 5.25 03.02.33AMGEN INC
1.28%
0.20%
T
T 2.55 12.01.33AT&T INC
0.92%
0.15%
O
ORCL 5.35 05.04.33ORACLE CORP
0.84%
0.14%
A
ABT 4.3 03.15.33ABBOTT LABORATORIES
0.83%
0.13%
T
TMUS 5.05 07.15.33T-MOBILE USA INC
0.76%
0.12%
G
GOOGL 4.4 02.15.33ALPHABET INC
0.73%
0.14%
E
ENBCN 5.7 03.08.33ENBRIDGE INC
0.68%
0.11%
B
BPLN 4.812 02.13.33BP CAP MARKETS AMERICA
0.67%
0.11%
P
PM 5.375 02.15.33PHILIP MORRIS INTL INC
0.65%
0.11%
I
INTC 5.2 02.10.33INTEL CORP
0.65%
0.11%
V
VZ 4.5 08.10.33VERIZON COMMUNICATIONS
0.62%
0.10%
S
SANTAN 6.921 08.08.33BANCO SANTANDER SA
0.62%
0.10%
A
AVGO 3.419 04.15.33BROADCOM INC
0.61%
0.10%
U
UNH 5.35 02.15.33UNITEDHEALTH GROUP INC
0.59%
0.10%
M
META 4.95 05.15.33META PLATFORMS INC
0.52%
0.08%
S
SUMIBK 5.766 01.13.33SUMITOMO MITSUI FINL GRP
0.51%
0.09%
C
CVS 5.25 02.21.33CVS HEALTH CORP
0.50%
0.08%
R
RY 5 02.01.33 GMTNROYAL BANK OF CANADA
0.50%
0.08%
T
T 4.75 04.30.33AT&T INC
0.49%
0.06%
J
JBS 5.75 04.01.33JBS NV/USA FOODS/FOOD CO
0.48%
0.08%
S
SANTAN 6.938 11.07.33BANCO SANTANDER SA
0.48%
0.08%
C
CMCSA 4.25 01.15.33COMCAST CORP
0.48%
0.08%
I
ICE 4.6 03.15.33INTERCONTINENTALEXCHANGE
0.47%
0.07%
L
LHX 5.4 07.31.33L3HARRIS TECH INC
0.46%
0.07%
Only in IBDY
B
BISXXBCF INSTITUTIONAL-SL AGNCY
8.16%
A
AMZN 4.55 03.13.33AMAZON.COM INC
0.85%
C
CRM 5.2 03.15.33SALESFORCE INC
0.75%
I
INTC 5 08.15.33INTEL CORP
0.44%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.42%
N
NOVNVX 4.6 03.18.33NOVARTIS CAPITAL CORP
0.40%
B
BHI 4.65 06.15.33BAKER HUGHES LLC/CO-OBL
0.35%
H
HCA 5 05.15.33HCA INC
0.28%
V
VST 5.25 04.30.33 144AVISTRA OPERATIONS CO LLC
0.27%
T
TOYOTA 4.6 03.11.33 BTOYOTA MOTOR CREDIT CORP
0.25%
W
WMT 4.45 04.30.33WALMART INC
0.25%
B
BRKHEC 5.45 04.15.33PACIFICORP
0.23%
T
TD 4.866 04.22.33TORONTO-DOMINION BANK
0.18%
W
WAT 4.945 03.23.33AUGUSTA SPINCO CORPORATI
0.17%
O
O 4.75 04.15.33 .REALTY INCOME CORP
0.14%
H
HPE 5.25 04.01.33HP ENTERPRISE CO
0.13%
B
BG 4.8 03.19.33BUNGE LTD FINANCE CORP
0.11%
G
GPN 5.4 03.15.33GLOBAL PAYMENTS INC
0.11%
O
OMC 5 06.02.33OMNICOM GROUP INC
0.11%
E
ETN 4.5 03.06.33EATON CORP
0.11%
E
EMACN 5.2 04.01.33EMERA US FINANCE LLC
0.05%
H
HNDA 5.2 04.08.33 AAMERICAN HONDA FINANCE
0.02%
Only in SCHI
G
GVMXXSTATE ST INST US GOV MM-PREM
1.01%
M
META 4.875 11.15.35META PLATFORMS INC
0.30%
A
ABIBB 4.7 02.01.36 *ANHEUSER-BUSCH CO/INBEV
0.24%
B
BAC V5.468 01.23.35BANK OF AMERICA CORP
0.24%
B
BAC V5.288 04.25.34BANK OF AMERICA CORP
0.24%
B
BAC V5.015 07.22.33 MTNBANK OF AMERICA CORP
0.24%
O
ORCL 5.7 02.04.36ORACLE CORP
0.23%
J
JPM V5.35 06.01.34JPMORGAN CHASE & CO
0.22%
J
JPM V4.912 07.25.33JPMORGAN CHASE & CO
0.21%
G
GS V5.065 01.21.37GOLDMAN SACHS GROUP INC
0.21%
W
WFC V5.557 07.25.34 MTNWELLS FARGO & COMPANY
0.20%
G
GOOGL 4.8 02.15.36ALPHABET INC
0.20%
W
WFC V4.897 07.25.33 MTNWELLS FARGO & COMPANY
0.20%
B
BAC V2.687 04.22.32BANK OF AMERICA CORP
0.19%
V
VZ 2.355 03.15.32VERIZON COMMUNICATIONS
0.19%
J
JPM V5.576 07.23.36JPMORGAN CHASE & CO
0.19%
M
META 4.6 11.15.32META PLATFORMS INC
0.19%
B
BAC V4.571 04.27.33BANK OF AMERICA CORP
0.18%
B
BAC V5.872 09.15.34BANK OF AMERICA CORP
0.18%
M
MS V5.073 01.30.37MORGAN STANLEY
0.18%
W
WFC V5.389 04.24.34WELLS FARGO & COMPANY
0.18%
O
ORCL 5.2 09.26.35ORACLE CORP
0.18%
B
BAC V5.045 02.06.37BANK OF AMERICA CORP
0.17%
W
WFC V3.35 03.02.33 MTNWELLS FARGO & COMPANY
0.17%
A
AER 3.3 01.30.32AERCAP IRELAND CAP/GLOBA
0.17%
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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.