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ETF comparison

IGIB vs SCHZ

US Corporate Bond vs US Aggregate Bond.

iShares 5-10 Year Investment Grade Corporate Bond ETF · Schwab U.S. Aggregate Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.6 %

2,163 positions appear in both funds. Buying equal dollars of IGIB and SCHZ would leave roughly 6.6% of each dollar exposed to the same underlying securities.

IGIB unmatched 92.4% Shared 6.6% SCHZ unmatched 92.1%

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 IGIB only
825 positions
Shared
2,163 positions
In SCHZ only
10,163 positions

Side by side

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

iShares · US Corporate Bond

88 composite / 100
Expense ratio
0.040%
Net assets
$18.56B
TTM yield
5.08%
Top-10 conc.
2.0%
SCHZ

Schwab U.S. Aggregate Bond ETF

Schwab · US Aggregate Bond

89 composite / 100
Expense ratio
0.030%
Net assets
$10.45B
TTM yield
4.30%
Top-10 conc.
3.7%

Sub-score comparison

96
Cost
97
50
Tax efficiency
52
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
IGIB sub-score SCHZ

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

Cost difference

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

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 IGIB vs SCHZ.

Top shared holdings

2,163 shared in total
# Holding In IGIB In SCHZ Overlap
1 META PLATFORMS INC 0.23% 0.02% 0.02%
2 META PLATFORMS INC 0.06% 0.02% 0.02%
3 AMAZON.COM INC 0.22% 0.02% 0.02%
4 BANK OF AMERICA CORP 0.19% 0.02% 0.02%
5 BANK OF AMERICA CORP 0.19% 0.02% 0.02%
6 SALESFORCE INC 0.17% 0.02% 0.02%
7 ANHEUSER-BUSCH CO/INBEV 0.20% 0.02% 0.02%
8 BANK OF AMERICA CORP 0.19% 0.02% 0.02%
9 PFIZER INVESTMENT ENTER 0.18% 0.01% 0.01%
10 JPMORGAN CHASE & CO 0.18% 0.01% 0.01%
11 ORACLE CORP 0.16% 0.01% 0.01%
12 AMGEN INC 0.16% 0.01% 0.01%

Only in IGIB

825 total
  • MARS INC 0.19%
  • QTS FAYETTEV I DC1-2/TRS 0.12%
  • QATAR ENERGY 0.12%
  • SA GLOBAL SUKUK LTD 0.11%
  • MARS INC 0.11%
  • UBS GROUP AG 0.11%
  • STANDARD CHARTERED PLC 0.10%
  • UBS GROUP AG 0.10%
  • NTT FINANCE CORP 0.09%
  • BNP PARIBAS 0.09%

Only in SCHZ

10,163 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%

Percentages are holdings overlap with the named fund.

Open IGIB 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.