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ETF comparison

SCHZ vs USIG

US Aggregate Bond vs US Corporate Bond.

Schwab U.S. Aggregate Bond ETF · iShares Broad USD Investment Grade Corporate Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
22.6 %

8,075 positions appear in both funds. Buying equal dollars of SCHZ and USIG would leave roughly 22.6% of each dollar exposed to the same underlying securities.

SCHZ unmatched 76.1% Shared 22.6% USIG unmatched 75.5%

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 SCHZ only
4,251 positions
Shared
8,075 positions
In USIG only
3,428 positions

Side by side

SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab · US Aggregate Bond

89 composite / 100
Expense ratio
0.030%
Net assets
$10.85B
TTM yield
3.92%
Top-10 conc.
3.7%
USIG

iShares Broad USD Investment Grade Corporate Bond ETF

iShares · US Corporate Bond

89 composite / 100
Expense ratio
0.040%
Net assets
$18.01B
TTM yield
4.53%
Top-10 conc.
0.7%

Sub-score comparison

97
Cost
96
53
Tax efficiency
51
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
SCHZ sub-score USIG

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

Cost difference

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

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 SCHZ vs USIG.

Top shared holdings

8,075 shared in total
# Holding In SCHZ In USIG Overlap
1 ANHEUSER-BUSCH CO/INBEV 0.02% 0.08% 0.02%
2 T-MOBILE USA INC 0.02% 0.07% 0.02%
3 META PLATFORMS INC 0.02% 0.05% 0.02%
4 CVS HEALTH CORP 0.02% 0.07% 0.02%
5 META PLATFORMS INC 0.02% 0.05% 0.02%
6 AMAZON.COM INC 0.02% 0.06% 0.02%
7 GOLDMAN SACHS GROUP INC 0.02% 0.06% 0.02%
8 META PLATFORMS INC 0.02% 0.06% 0.02%
9 BANK OF AMERICA CORP 0.02% 0.08% 0.02%
10 META PLATFORMS INC 0.02% 0.06% 0.02%
11 BOEING CO 0.02% 0.05% 0.02%
12 VERIZON COMMUNICATIONS 0.02% 0.03% 0.02%

Only in SCHZ

4,251 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%

Only in USIG

3,428 total
  • EAGLE FUNDING LUXCO SARL 0.08%
  • CHARTER COMM OPT LLC/CAP 0.08%
  • SPACE EXPLORATION TECH 0.07%
  • CHARTER COMM OPT LLC/CAP 0.06%
  • SPACE EXPLORATION TECH 0.06%
  • SPACE EXPLORATION TECH 0.06%
  • MARS INC 0.05%
  • MARS INC 0.05%
  • NVIDIA CORP 0.05%
  • NVIDIA CORP 0.05%

Percentages are holdings overlap with the named fund.

Open SCHZ or USIG 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.