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ETF comparison

IGSB vs SCHI

Both US Corporate Bond.

iShares 1-5 Year Investment Grade Corporate Bond ETF · Schwab 5-10 Year Corporate Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.3 %

116 positions appear in both funds. Buying equal dollars of IGSB and SCHI would leave roughly 1.3% of each dollar exposed to the same underlying securities.

IGSB unmatched 97.5% Shared 1.3% SCHI unmatched 97.2%

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.

In IGSB only
4,606 positions
Shared
116 positions
In SCHI only
2,229 positions

Side by side

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares · US Corporate Bond

89 composite / 100
Expense ratio
0.040%
Net assets
$23.78B
TTM yield
4.30%
Top-10 conc.
1.5%
SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab · US Corporate Bond

89 composite / 100
Expense ratio
0.030%
Net assets
$11.15B
TTM yield
4.79%
Top-10 conc.
2.4%

Sub-score comparison

96
Cost
97
52
Tax efficiency
51
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
IGSB sub-score SCHI

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHI is 1 bps cheaper than IGSB. On a $100,000 position that's about $10/yr more in fees for IGSB.

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 IGSB vs SCHI.

Top shared holdings

116 shared in total
# Holding In IGSB In SCHI Overlap
1 MORGAN STANLEY 0.07% 0.14% 0.07%
2 AT&T INC 0.05% 0.12% 0.05%
3 GOLDMAN SACHS GROUP INC 0.04% 0.16% 0.04%
4 INTEL CORP 0.04% 0.04% 0.04%
5 CITIZENS FINANCIAL GROUP 0.03% 0.06% 0.03%
6 PHILLIPS 66 CO 0.03% 0.06% 0.03%
7 WESTPAC BANKING CORP NY 0.03% 0.04% 0.03%
8 BANK OF AMERICA CORP 0.03% 0.15% 0.03%
9 NOMURA HOLDINGS INC 0.02% 0.04% 0.02%
10 ECOLAB INC 0.02% 0.04% 0.02%
11 MITSUBISHI UFJ FIN GRP 0.02% 0.07% 0.02%
12 PACIFIC GAS & ELECTRIC 0.02% 0.04% 0.02%

Only in IGSB

4,606 total
  • EAGLE FUNDING LUXCO SARL 0.29%
  • T-MOBILE USA INC 0.17%
  • SPACE EXPLORATION TECH 0.15%
  • BANK OF AMERICA CORP 0.14%
  • AMAZON.COM INC 0.13%
  • ABBVIE INC 0.13%
  • MARS INC 0.12%
  • CVS HEALTH CORP 0.12%
  • AMAZON.COM INC 0.12%
  • NVIDIA CORP 0.11%

Only in SCHI

2,229 total
  • META PLATFORMS INC 0.29%
  • META PLATFORMS INC 0.27%
  • AMAZON.COM INC 0.27%
  • ANHEUSER-BUSCH CO/INBEV 0.24%
  • BANK OF AMERICA CORP 0.24%
  • BANK OF AMERICA CORP 0.23%
  • BANK OF AMERICA CORP 0.23%
  • PFIZER INVESTMENT ENTER 0.23%
  • ORACLE CORP 0.22%
  • JPMORGAN CHASE & CO 0.21%

Percentages are holdings overlap with the named fund.

Open IGSB or SCHI 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.