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ETF comparison

LQD vs SCHI

Both US Corporate Bond.

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

Holdings overlap

Weighted by ISIN/CUSIP
33.8 %

1,061 positions appear in both funds. Buying equal dollars of LQD and SCHI would leave roughly 33.8% of each dollar exposed to the same underlying securities.

LQD unmatched 63.8% Shared 33.8% SCHI unmatched 64.6%

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 LQD only
2,104 positions
Shared
1,061 positions
In SCHI only
1,284 positions

Side by side

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares · US Corporate Bond

85 composite / 100
Expense ratio
0.14%
Net assets
$32.00B
TTM yield
4.47%
Top-10 conc.
1.6%
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

86
Cost
97
52
Tax efficiency
51
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
LQD sub-score SCHI

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

Cost difference

SCHI is 11 bps cheaper than LQD. On a $100,000 position that's about $110/yr more in fees for LQD.

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 LQD vs SCHI.

Top shared holdings

1,061 shared in total
# Holding In LQD In SCHI Overlap
1 META PLATFORMS INC 0.16% 0.29% 0.16%
2 AMAZON.COM INC 0.14% 0.27% 0.14%
3 META PLATFORMS INC 0.14% 0.27% 0.14%
4 ANHEUSER-BUSCH CO/INBEV 0.13% 0.24% 0.13%
5 BANK OF AMERICA CORP 0.13% 0.23% 0.13%
6 BANK OF AMERICA CORP 0.12% 0.24% 0.12%
7 BANK OF AMERICA CORP 0.12% 0.23% 0.12%
8 ORACLE CORP 0.11% 0.22% 0.11%
9 JPMORGAN CHASE & CO 0.11% 0.21% 0.11%
10 WELLS FARGO & COMPANY 0.11% 0.20% 0.11%
11 AMAZON.COM INC 0.11% 0.18% 0.11%
12 AMGEN INC 0.11% 0.20% 0.11%

Only in LQD

2,104 total
  • ANHEUSER-BUSCH CO/INBEV 0.18%
  • CVS HEALTH CORP 0.17%
  • T-MOBILE USA INC 0.17%
  • SPACE EXPLORATION TECH 0.17%
  • CHARTER COMM OPT LLC/CAP 0.15%
  • CHARTER COMM OPT LLC/CAP 0.15%
  • SPACE EXPLORATION TECH 0.14%
  • GOLDMAN SACHS GROUP INC 0.14%
  • AMAZON.COM INC 0.14%
  • PFIZER INVESTMENT ENTER 0.14%

Only in SCHI

1,284 total
  • JPMORGAN CHASE & CO 0.19%
  • JPMORGAN CHASE & CO 0.17%
  • BANK OF AMERICA CORP 0.17%
  • CITIGROUP INC 0.15%
  • HONEYWELL AEROSPACE INC 0.15%
  • CITIGROUP INC 0.14%
  • JPMORGAN CHASE & CO 0.14%
  • BANK OF AMERICA CORP 0.14%
  • BROADCOM INC 0.13%
  • MORGAN STANLEY 0.12%

Percentages are holdings overlap with the named fund.

Open LQD 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.