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ETF comparison

SCHZ vs USIG

US Aggregate Bond vs US Corporate Bond.

Schwab U.S. Aggregate Bond ETF · iShares Broad USD Investment Grade Corporate Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
23.3 %

8,292 positions appear in both funds. Buying equal dollars of SCHZ and USIG would leave roughly 23.3% of each dollar exposed to the same underlying securities.

SCHZ unmatched 75.4% Shared 23.3% USIG unmatched 75.7%

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 SCHZ only
4,034 positions
Shared
8,292 positions
In USIG only
3,166 positions

Side by side

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%
USIG

iShares Broad USD Investment Grade Corporate Bond ETF

iShares · US Corporate Bond

89 composite / 100
Expense ratio
0.040%
Net assets
$17.49B
TTM yield
4.93%
Top-10 conc.
0.7%

Sub-score comparison

97
Cost
96
52
Tax efficiency
51
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
SCHZ sub-score USIG

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

Cost difference

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

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 SCHZ vs USIG.

Top shared holdings

8,292 shared in total
# Holding In SCHZ In USIG Overlap
1 ANHEUSER-BUSCH CO/INBEV 0.02% 0.09% 0.02%
2 T-MOBILE USA INC 0.02% 0.07% 0.02%
3 META PLATFORMS INC 0.02% 0.05% 0.02%
4 CVS HEALTH CORP 0.02% 0.08% 0.02%
5 AMAZON.COM INC 0.02% 0.04% 0.02%
6 GOLDMAN SACHS GROUP INC 0.02% 0.06% 0.02%
7 META PLATFORMS INC 0.02% 0.02% 0.02%
8 BANK OF AMERICA CORP 0.02% 0.09% 0.02%
9 META PLATFORMS INC 0.02% 0.06% 0.02%
10 BOEING CO 0.02% 0.06% 0.02%
11 VERIZON COMMUNICATIONS 0.02% 0.04% 0.02%
12 META PLATFORMS INC 0.02% 0.02% 0.02%

Only in SCHZ

4,034 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%

Only in USIG

3,166 total
  • EAGLE FUNDING LUXCO SARL 0.08%
  • MARS INC 0.05%
  • MARS INC 0.05%
  • UBS GROUP AG 0.04%
  • MARS INC 0.04%
  • QTS FAYETTEV I DC1-2/TRS 0.04%
  • BAYER US FINANCE II LLC 0.04%
  • UBS GROUP AG 0.03%
  • QATAR ENERGY 0.03%
  • MARS INC 0.03%

Percentages are holdings overlap with the named fund.

Open SCHZ or USIG 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.