BIV vs SJCP

Vanguard Intermediate-Term Bond ETF against SanJac Alpha Core Plus Bond ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
0%
0 shared positions
Fee gap
62 bp
BIV is cheaper
1-year return gap
4.4 pts
SJCP is ahead
Larger fund
BIV
$28.4B

Side by side

BIVSJCP
FundVanguard Intermediate-Term Bond ETFSanJac Alpha Core Plus Bond ETF
IssuerVanguardSanJac
CategoryCore BondCore Bond
Expense ratio0.03%0.65%
Assets$28.4B$7.4M
Average daily dollar volume$162M$13K
ListedApr 3, 2007Sep 9, 2024
FrenzyCap score997
1-month return−0.5%−0.3%
3-month return−3.4%−1.4%
Year to date−5.6%−1.8%
1-year return−6.3%−1.9%
30-day volatility5.2%3.6%
Worst drawdown, 1 year−8.2%−3.4%
Trailing 12-month yield4.48%3.88%
Holdings2,38120
Top 10 weight20.6%55.8%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months+$778M thru Jun 2026+$4.8M thru May 2026
30-day implied volatility5.8%—
Holdings as ofas of Sep 30, 2026issuer dataas of May 31, 2026SEC filing

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

Largest shared holdings

0% of BIV · 0% of SJCP

No holdings in common.

Sector mix of the stock holdings

SectorBIVSJCPGap
Utilities0.0%2.2%−2.2%
Real Estate0.0%1.0%−1.0%

More: full overlap table · BIV holdings · SJCP holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.