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Fund comparison · from official SEC filings

IGIB vs UCRD: how much do they overlap?

iShares 5-10 Year Investment Grade Corporate Bond ETF and VictoryShares Corporate Bond ETF
Holdings overlap
6%
of assets, by weight
Shared positions
201
of 2,990 / 479 holdings
IGIB expense ratio
0.04%
net, per year
UCRD expense ratio
0.40%
net, per year
Shared holdings
Company
IGIB
UCRD
A
AVGO 2.6 02.15.33BROADCOM INC
0.06%
0.57%
J
JPM V5.294 07.22.35JPMORGAN CHASE & CO
0.12%
0.47%
G
GXO 2.65 07.15.31GXO LOGISTICS INC
0.01%
0.44%
F
FAF 2.4 08.15.31FIRST AMERICAN FINANCIAL
0.02%
0.42%
D
DUK 2.4 12.15.31DUKE ENERGY FLORIDA LLC
0.01%
0.41%
A
ATR 3.6 03.15.32APTARGROUP INC
0.01%
0.36%
N
NTRS 6.125 11.02.32NORTHERN TRUST CORP
0.03%
0.35%
P
PM 5.625 09.07.33PHILIP MORRIS INTL INC
0.04%
0.34%
C
COF V5.817 02.01.34CAPITAL ONE FINANCIAL CO
0.05%
0.33%
S
SO 5.25 03.15.34GEORGIA POWER CO
0.03%
0.33%
A
AHTLN 5.5 08.11.32 144AASHTEAD CAPITAL INC
0.03%
0.33%
A
AXP V4.989 05.26.33AMERICAN EXPRESS CO
0.03%
0.32%
F
FITB V5.141 01.29.37FIFTH THIRD BANCORP
0.04%
0.32%
I
IBM 4.95 02.03.36IBM CORP
0.03%
0.32%
C
CPB 5.4 03.21.34CAMPBELLS COMPANY/THE
0.03%
0.32%
M
MS V2.484 09.16.36MORGAN STANLEY
0.09%
0.31%
T
TKR 4.125 04.01.32TIMKEN CO
0.01%
0.31%
A
AN 3.85 03.01.32AUTONATION INC
0.02%
0.30%
U
UBS V3.091 05.14.32 144AUBS GROUP AG
0.10%
0.30%
C
CNQCN 5.4 12.15.34CANADIAN NATL RESOURCES
0.03%
0.30%
C
CTRA 5.4 02.15.35COTERRA ENERGY INC
0.03%
0.29%
C
CFPTCN 2.5 10.15.31 144ACADILLAC FAIRVIEW PRP TR
0.03%
0.29%
E
ETR 2.4 06.15.31ENTERGY CORP
0.00%
0.29%
N
NEE 2.44 01.15.32NEXTERA ENERGY CAPITAL
0.03%
0.29%
X
XEL 2.35 11.15.31XCEL ENERGY INC
0.01%
0.29%
Only in IGIB
B
BISXXBCF INSTITUTIONAL-SL AGNCY
10.06%
M
META 4.875 11.15.35META PLATFORMS INC
0.21%
A
AMZN 4.875 03.13.36AMAZON.COM INC
0.20%
A
ABIBB 4.7 02.01.36 *ANHEUSER-BUSCH CO/INBEV
0.18%
B
BAC V5.288 04.25.34BANK OF AMERICA CORP
0.18%
B
BAC V5.015 07.22.33 MTNBANK OF AMERICA CORP
0.18%
B
BAC V5.468 01.23.35BANK OF AMERICA CORP
0.18%
M
MARS 5.2 03.01.35 144AMARS INC
0.17%
P
PFE 4.75 05.19.33PFIZER INVESTMENT ENTER
0.17%
J
JPM V5.35 06.01.34JPMORGAN CHASE & CO
0.16%
G
GS V5.065 01.21.37GOLDMAN SACHS GROUP INC
0.16%
J
JPM V4.912 07.25.33JPMORGAN CHASE & CO
0.15%
W
WFC V5.557 07.25.34 MTNWELLS FARGO & COMPANY
0.15%
G
GOOGL 4.8 02.15.36ALPHABET INC
0.15%
A
AMGN 5.25 03.02.33AMGEN INC
0.15%
O
ORCL 5.7 02.04.36ORACLE CORP
0.15%
W
WFC V4.897 07.25.33 MTNWELLS FARGO & COMPANY
0.15%
A
AER 3.3 01.30.32AERCAP IRELAND CAP/GLOBA
0.14%
B
BAC V4.571 04.27.33BANK OF AMERICA CORP
0.14%
B
BAC V5.872 09.15.34BANK OF AMERICA CORP
0.14%
V
VZ 2.355 03.15.32VERIZON COMMUNICATIONS
0.14%
A
AMZN 4.55 03.13.33AMAZON.COM INC
0.13%
B
BAC V5.045 02.06.37BANK OF AMERICA CORP
0.13%
W
WFC V5.389 04.24.34WELLS FARGO & COMPANY
0.13%
G
GS V3.102 02.24.33GOLDMAN SACHS GROUP INC
0.13%
Only in UCRD
M
MS V1.593 05.04.27MORGAN STANLEY
1.27%
B
BAC V2.687 04.22.32BANK OF AMERICA CORP
1.04%
T
T 3.1 02.01.43AT&T INC
0.94%
B
BAC V3.419 12.20.28BANK OF AMERICA CORP
0.80%
T
T 4.125 08.15.53US TREASURY N/B
0.77%
H
HGIXXHSBC US GOVT MMKT-I
0.70%
A
AGPXXINVESCO GVT & AGNCY-INST
0.70%
F
FGTXXGLDMN SCHS FIN SQ GV-FST
0.70%
M
MVRXXMSILF GOVERNMENT-INST
0.70%
L
LLOYDS V1.627 05.11.27LLOYDS BANKING GROUP PLC
0.65%
N
NWG V1.642 06.14.27NATWEST GROUP PLC
0.65%
T
T 4.75 08.15.55US TREASURY N/B
0.64%
T
TFC V1.887 06.07.29 MTNTRUIST FINANCIAL CORP
0.62%
H
HSBC V2.206 08.17.29HSBC HOLDINGS PLC
0.62%
P
PNC 2.55 01.22.30PNC FINANCIAL SERVICES
0.61%
X
XRAY 3.25 06.01.30DENTSPLY SIRONA INC
0.60%
T
T 4.875 08.15.45US TREASURY N/B
0.60%
T
T 3.375 05.15.44US TREASURY N/B
0.59%
T
T 3.875 05.15.43US TREASURY N/B
0.58%
B
BACR 4.95 01.10.47BARCLAYS PLC
0.58%
T
T 4.5 02.15.44US TREASURY N/B
0.50%
C
CEG 3.046 01.31.27FELLS POINT FUNDING TR
0.48%
L
LOW 2.8 09.15.41LOWE'S COS INC
0.46%
J
JPM V3.328 04.22.52JPMORGAN CHASE & CO
0.44%
S
SWFP 2.718 04.16.31 144ASODEXO INC
0.44%
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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.