ETF comparison
IEI vs SCHZ
US Treasury (Intermediate) vs US Aggregate Bond.
iShares 3-7 Year Treasury Bond ETF · Schwab U.S. Aggregate Bond ETF
Holdings overlap
80 positions appear in both funds. Buying equal dollars of IEI and SCHZ would leave roughly 14.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHZ is 12 bps cheaper than IEI. On a $100,000 position that's about $120/yr more in fees for IEI.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IEI vs SCHZ.
Top shared holdings
80 shared in total| # | Holding | In IEI | In SCHZ | Overlap |
|---|---|---|---|---|
| 1 | United States of America | 2.10% | 0.32% | 0.32% |
| 2 | United States of America | 2.29% | 0.32% | 0.32% |
| 3 | United States of America | 2.17% | 0.31% | 0.31% |
| 4 | United States of America | 1.93% | 0.31% | 0.31% |
| 5 | United States of America | 2.26% | 0.30% | 0.30% |
| 6 | United States of America | 2.11% | 0.30% | 0.30% |
| 7 | United States of America | 1.93% | 0.30% | 0.30% |
| 8 | United States of America | 0.46% | 0.30% | 0.30% |
| 9 | United States of America | 2.09% | 0.29% | 0.29% |
| 10 | United States of America | 2.10% | 0.29% | 0.29% |
| 11 | United States of America | 0.33% | 0.29% | 0.29% |
| 12 | United States of America | 1.83% | 0.28% | 0.28% |
Only in IEI
3 total- United States of America 0.98%
- United States of America 0.98%
- United States of America 0.37%
Only in SCHZ
12,246 total- United States Treasury 0.39%
- United States Treasury 0.39%
- United States Treasury 0.39%
- United States Treasury 0.37%
- United States Treasury 0.37%
- United States Treasury 0.37%
- United States Treasury 0.36%
- United States Treasury 0.36%
- United States Treasury 0.36%
- United States Treasury 0.36%
Related comparisons
More comparisons with IEI
- IEI vs IEF · iShares 7-10 Year Treasury Bond ETF 2.0%
- IEI vs BNDX · Vanguard Total International Bond Index Fund ETF Shares 0.0%
- IEI vs SCHP · Schwab U.S. TIPS ETF 0.0%
- IEI vs SHY · iShares 1-3 Year Treasury Bond ETF 0.0%
- IEI vs TIP · iShares TIPS Bond ETF 0.0%
- IEI vs TLT · iShares 20+ Year Treasury Bond ETF 0.0%
More comparisons with SCHZ
- SCHZ vs SPIB · State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF 14.3%
- SCHZ vs LQD · iShares iBoxx $ Investment Grade Corporate Bond ETF 12.0%
- SCHZ vs VMBS · Vanguard Mortgage-Backed Securities Index Fund ETF Shares 11.0%
- SCHZ vs SPTL · State Street SPDR Portfolio Long Term Treasury Index ETF 9.5%
- SCHZ vs VGLT · Vanguard Long-Term Treasury Index Fund ETF Shares 9.5%
- SCHZ vs IGSB · iShares 1-5 Year Investment Grade Corporate Bond ETF 9.1%
Percentages are holdings overlap with the named fund.
Open IEI or SCHZ at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.