ETF comparison

LQDvsSCHI

Both US Corporate Bond.

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

Holdings overlap

Weighted by ISIN/CUSIP
34.9%

1,057 positions appear in both funds. Buying equal dollars of LQD and SCHI would leave roughly34.9%of each dollar exposed to the same underlying securities.

LQD only 70.5%Shared 34.9%SCHI only 63.8%
In LQD only
2,079 positions
Shared
1,057 positions
In SCHI only
1,289 positions

Side by side

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares · US Corporate Bond

85composite / 100
Expense ratio
0.14%
Net assets
$32.04B
TTM yield
4.81%
Top-10 conc.
8.7%
SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab · US Corporate Bond

89composite / 100
Expense ratio
0.030%
Net assets
$11.51B
TTM yield
5.21%
Top-10 conc.
3.3%

Sub-score comparison

86
Cost
97
51
Tax efficiency
50
100
Liquidity
100
100
Concentration
100
Tracking quality
LQDsub-scoreSCHI

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with LQD vs SCHI.

Top shared holdings

1,057 shared in total
#HoldingIn LQDIn SCHIOverlap
1META PLATFORMS INC0.16%0.29%0.16%
2AMAZON.COM INC0.15%0.27%0.15%
3BANK OF AMERICA CORP0.14%0.23%0.14%
4BANK OF AMERICA CORP0.13%0.17%0.13%
5PFIZER INVESTMENT ENTER0.12%0.23%0.12%
6BANK OF AMERICA CORP0.12%0.23%0.12%
7ANHEUSER-BUSCH CO/INBEV0.12%0.24%0.12%
8BANK OF AMERICA CORP0.12%0.24%0.12%
9ORACLE CORP0.12%0.22%0.12%
10WELLS FARGO & COMPANY0.11%0.16%0.11%
11JPMORGAN CHASE & CO0.11%0.21%0.11%
12ALPHABET INC0.11%0.19%0.11%

Only in LQD

2,079 total
  • BlackRock Funds III7.23%
  • ANHEUSER-BUSCH CO/INBEV0.20%
  • CVS HEALTH CORP0.17%
  • T-MOBILE USA INC0.16%
  • PFIZER INVESTMENT ENTER0.15%
  • META PLATFORMS INC0.15%
  • GOLDMAN SACHS GROUP INC0.15%
  • BOEING CO0.14%
  • AMAZON.COM INC0.14%
  • AT&T INC0.13%

Only in SCHI

1,289 total
  • State Street Institutional US Government Money Market Fund0.21%
  • JPMORGAN CHASE & CO0.19%
  • JPMORGAN CHASE & CO0.17%
  • BANK OF AMERICA CORP0.17%
  • CITIGROUP INC0.15%
  • CITIGROUP INC0.14%
  • JPMORGAN CHASE & CO0.14%
  • BANK OF AMERICA CORP0.14%
  • MORGAN STANLEY0.12%
  • CITIGROUP INC0.12%

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 methodologyand 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.