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ETF comparison

SCHI vs SCHZ

US Corporate Bond vs US Aggregate Bond.

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

Holdings overlap

Weighted by ISIN/CUSIP
6.7 %

2,200 positions appear in both funds. Buying equal dollars of SCHI and SCHZ would leave roughly 6.7% of each dollar exposed to the same underlying securities.

SCHI unmatched 91.8% Shared 6.7% SCHZ unmatched 92.0%

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 SCHI only
145 positions
Shared
2,200 positions
In SCHZ only
10,126 positions

Side by side

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%
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

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

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

Cost difference

Expense ratios are effectively identical (0.030% vs 0.030%).

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 SCHI vs SCHZ.

Top shared holdings

2,200 shared in total
# Holding In SCHI In SCHZ Overlap
1 META PLATFORMS INC 0.29% 0.02% 0.02%
2 META PLATFORMS INC 0.27% 0.02% 0.02%
3 AMAZON.COM INC 0.27% 0.02% 0.02%
4 BANK OF AMERICA CORP 0.23% 0.02% 0.02%
5 BANK OF AMERICA CORP 0.23% 0.02% 0.02%
6 SALESFORCE INC 0.21% 0.02% 0.02%
7 ANHEUSER-BUSCH CO/INBEV 0.24% 0.02% 0.02%
8 BANK OF AMERICA CORP 0.24% 0.02% 0.02%
9 PFIZER INVESTMENT ENTER 0.23% 0.01% 0.01%
10 JPMORGAN CHASE & CO 0.21% 0.01% 0.01%
11 ORACLE CORP 0.22% 0.01% 0.01%
12 AMGEN INC 0.20% 0.01% 0.01%

Only in SCHI

145 total
  • PROGRESSIVE CORP 0.05%
  • BANK OF NY MELLON CORP 0.05%
  • TARGET CORP 0.05%
  • VALERO ENERGY CORP 0.04%
  • STATE STREET CORP 0.04%
  • O'REILLY AUTOMOTIVE INC 0.04%
  • REALTY INCOME CORP 0.04%
  • AMERICAN TOWER CORP 0.04%
  • BANK OF NY MELLON CORP 0.04%
  • GOLDMAN SACHS PRIVATE CR 0.03%

Only in SCHZ

10,126 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 SCHI 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.