ETF comparison
LQD vs SCHZ
US Corporate Bond vs US Aggregate Bond.
iShares iBoxx $ Investment Grade Corporate Bond ETF · Schwab U.S. Aggregate Bond ETF
Holdings overlap
3,107 positions appear in both funds. Buying equal dollars of LQD and SCHZ would leave roughly 12.5% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHZ 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 SCHZ.
Top shared holdings
3,107 shared in total| # | Holding | In LQD | In SCHZ | Overlap |
|---|---|---|---|---|
| 1 | ANHEUSER-BUSCH CO/INBEV | 0.20% | 0.02% | 0.02% |
| 2 | T-MOBILE USA INC | 0.16% | 0.02% | 0.02% |
| 3 | META PLATFORMS INC | 0.16% | 0.02% | 0.02% |
| 4 | CVS HEALTH CORP | 0.17% | 0.02% | 0.02% |
| 5 | META PLATFORMS INC | 0.07% | 0.02% | 0.02% |
| 6 | AMAZON.COM INC | 0.15% | 0.02% | 0.02% |
| 7 | GOLDMAN SACHS GROUP INC | 0.15% | 0.02% | 0.02% |
| 8 | META PLATFORMS INC | 0.08% | 0.02% | 0.02% |
| 9 | META PLATFORMS INC | 0.15% | 0.02% | 0.02% |
| 10 | BOEING CO | 0.14% | 0.02% | 0.02% |
| 11 | VERIZON COMMUNICATIONS | 0.09% | 0.02% | 0.02% |
| 12 | ABBVIE INC | 0.13% | 0.02% | 0.02% |
Only in LQD
28 total- GOLDMAN SACHS GROUP INC 0.07%
- BROADCOM INC 0.06%
- GOLDMAN SACHS GROUP INC 0.05%
- BROADCOM INC 0.04%
- FISERV INC 0.03%
- FISERV INC 0.03%
- WILLIAMS COMPANIES INC 0.03%
- VALERO ENERGY CORP 0.03%
- PROGRESSIVE CORP 0.02%
- TARGET CORP 0.02%
Only in SCHZ
9,219 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%
Related comparisons
More comparisons with LQD
- LQD vs SPSB · State Street SPDR Portfolio Short Term Corporate Bond ETF 0.4%
- LQD vs BNDX · Vanguard Total International Bond Index Fund ETF Shares 0.0%
- LQD vs CWB · State Street SPDR Bloomberg Convertible Securities ETF 0.0%
- LQD vs GOVT · iShares U.S. Treasury Bond ETF 0.0%
- LQD vs ICVT · iShares Convertible Bond ETF 0.0%
- LQD vs SCHP · Schwab U.S. TIPS ETF 0.0%
More comparisons with SCHZ
- SCHZ vs VMBS · Vanguard Mortgage-Backed Securities Index Fund ETF Shares 10.9%
- SCHZ vs SPTL · State Street SPDR Portfolio Long Term Treasury ETF 9.5%
- SCHZ vs VGLT · Vanguard Long-Term Treasury Index Fund ETF Shares 9.3%
- SCHZ vs IGSB · iShares 1-5 Year Investment Grade Corporate Bond ETF 9.2%
- SCHZ vs SPMB · State Street SPDR Portfolio Mortgage Backed Bond ETF 8.9%
- SCHZ vs VCSH · Vanguard Short-Term Corporate Bond Index Fund ETF Shares 8.7%
Percentages are holdings overlap with the named fund.
Open LQD 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.