Skip to main content

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
34.9 %

1,057 positions appear in both funds. Buying equal dollars of LQD and SCHI would leave roughly 34.9% of each dollar exposed to the same underlying securities.

LQD unmatched 63.2% Shared 34.9% SCHI unmatched 63.6%

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
2,078 positions
Shared
1,057 positions
In SCHI only
1,288 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
$28.27B
TTM yield
4.86%
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
$10.84B
TTM yield
5.26%
Top-10 conc.
2.4%

Sub-score comparison

86
Cost
97
51
Tax efficiency
50
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

1,057 shared in total
# Holding In LQD In SCHI Overlap
1 META PLATFORMS INC 0.16% 0.29% 0.16%
2 AMAZON.COM INC 0.15% 0.27% 0.15%
3 BANK OF AMERICA CORP 0.14% 0.23% 0.14%
4 BANK OF AMERICA CORP 0.13% 0.17% 0.13%
5 PFIZER INVESTMENT ENTER 0.12% 0.23% 0.12%
6 BANK OF AMERICA CORP 0.12% 0.23% 0.12%
7 ANHEUSER-BUSCH CO/INBEV 0.12% 0.24% 0.12%
8 BANK OF AMERICA CORP 0.12% 0.24% 0.12%
9 ORACLE CORP 0.12% 0.22% 0.12%
10 WELLS FARGO & COMPANY 0.11% 0.16% 0.11%
11 JPMORGAN CHASE & CO 0.11% 0.21% 0.11%
12 ALPHABET INC 0.11% 0.19% 0.11%

Only in LQD

2,078 total
  • ANHEUSER-BUSCH CO/INBEV 0.20%
  • CVS HEALTH CORP 0.17%
  • T-MOBILE USA INC 0.16%
  • PFIZER INVESTMENT ENTER 0.15%
  • META PLATFORMS INC 0.15%
  • GOLDMAN SACHS GROUP INC 0.15%
  • BOEING CO 0.14%
  • AMAZON.COM INC 0.14%
  • AT&T INC 0.13%
  • AT&T INC 0.13%

Only in SCHI

1,288 total
  • JPMORGAN CHASE & CO 0.19%
  • JPMORGAN CHASE & CO 0.17%
  • BANK OF AMERICA CORP 0.17%
  • CITIGROUP INC 0.15%
  • CITIGROUP INC 0.14%
  • JPMORGAN CHASE & CO 0.14%
  • BANK OF AMERICA CORP 0.14%
  • MORGAN STANLEY 0.12%
  • CITIGROUP INC 0.12%
  • BANK OF AMERICA CORP 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.