ETF Overlap Tool

Enter up to six ETFs to see how much of each is the same securities. Overlap by weight is the sum, over every holding two funds share, of the smaller of the two weights: 100% means identical portfolios, 0% means nothing in common.

Overlap by weight

2133 holdings in all 2 funds
FundIGIBSCHIPositionsHoldings
IGIBiShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF —73%
2133 shared
3,055as of Oct 20, 2026issuer data
SCHISchwab 5-10 Year Corporate Bond ETF 73%
2133 shared
— 2,345as of Jun 30, 2026SEC filing

Each cell: overlap by weight, and how many positions the two funds share. Stocks, funds and bonds are compared, a bond by its own identifier and a Treasury bill by its maturity date; cash and derivatives are not, and a fund that is partly either shows how much of it is compared.

Held by both funds

72.7% common weight
HoldingIGIBSCHISmallest
META PLATFORMS INC 4.88%, due Nov 15, 20350.22%0.29%0.22%
AMAZON.COM INC 4.88%, due Mar 13, 20360.21%0.27%0.21%
META PLATFORMS INC 5.25%, due May 15, 20360.20%0.27%0.20%
BANK OF AMERICA CORP MTN 5.29%, due Apr 25, 20340.19%0.23%0.19%
ANHEUSER-BUSCH COMPANIES LLC 4.7%, due Feb 1, 20360.19%0.24%0.19%
BANK OF AMERICA CORP MTN 5.01%, due Jul 22, 20330.18%0.23%0.18%
PFIZER INVESTMENT ENTERPRISES PTE 4.75%, due May 19, 20330.18%0.23%0.18%
BANK OF AMERICA CORP MTN 5.47%, due Jan 23, 20350.18%0.23%0.18%
JPMORGAN CHASE & CO 5.35%, due Jun 1, 20340.17%0.21%0.17%
WELLS FARGO & COMPANY MTN 5.56%, due Jul 25, 20340.17%0.20%0.17%
SALESFORCE INC 5.55%, due Mar 15, 20360.17%0.20%0.17%
ALPHABET INC 4.8%, due Feb 15, 20360.16%0.19%0.16%
WELLS FARGO & COMPANY MTN 4.9%, due Jul 25, 20330.16%0.19%0.16%
JPMORGAN CHASE & CO 4.91%, due Jul 25, 20330.16%0.20%0.16%
GOLDMAN SACHS GROUP INC/THE 5.07%, due Jan 21, 20370.16%0.20%0.16%
ORACLE CORPORATION 5.7%, due Feb 4, 20360.16%0.22%0.16%
AMGEN INC 5.25%, due Mar 2, 20330.16%0.20%0.16%
JPMORGAN CHASE & CO 5.58%, due Jul 23, 20360.15%0.19%0.15%
WELLS FARGO & COMPANY MTN 5.39%, due Apr 24, 20340.14%0.17%0.14%
BANK OF AMERICA CORP MTN 5.87%, due Sep 15, 20340.14%0.18%0.14%
ALPHABET INC 4.7%, due Nov 15, 20350.14%0.16%0.14%
AERCAP IRELAND CAPITAL DAC 3.3%, due Jan 30, 20320.14%0.17%0.14%
META PLATFORMS INC 4.6%, due Nov 15, 20320.14%0.18%0.14%
BANK OF AMERICA CORP MTN 4.57%, due Apr 27, 20330.14%0.18%0.14%
JPMORGAN CHASE & CO 5.57%, due Apr 22, 20360.14%0.17%0.14%
VERIZON COMMUNICATIONS INC 2.36%, due Mar 15, 20320.14%0.18%0.14%
JPMORGAN CHASE & CO 5.72%, due Sep 14, 20330.14%0.17%0.14%
BANK OF AMERICA CORP MTN 5.52%, due Oct 25, 20350.13%0.17%0.13%
JPMORGAN CHASE & CO MTN 5.15%, due Apr 23, 20370.13%0.17%0.13%
WELLS FARGO & COMPANY MTN 3.35%, due Mar 2, 20330.13%0.17%0.13%
JPMORGAN CHASE & CO 5.29%, due Jul 22, 20350.13%0.16%0.13%
GOLDMAN SACHS GROUP INC/THE 5.02%, due Oct 23, 20350.13%0.15%0.13%
BANK OF AMERICA CORP MTN 5.51%, due Jan 24, 20360.13%0.17%0.13%
WELLS FARGO & COMPANY 6.49%, due Oct 23, 20340.13%0.16%0.13%
BANK OF AMERICA CORP MTN 5.04%, due Feb 6, 20370.13%0.17%0.13%
MORGAN STANLEY MTN 5.3%, due Apr 10, 20370.13%0.17%0.13%
GOLDMAN SACHS GROUP INC/THE 4.94%, due Oct 21, 20360.13%0.15%0.13%
GOLDMAN SACHS GROUP INC/THE 3.1%, due Feb 24, 20330.13%0.17%0.13%
MORGAN STANLEY MTN 5.32%, due Jul 19, 20350.13%0.15%0.13%
ABBOTT LABORATORIES 4.65%, due Mar 15, 20360.13%0.16%0.13%
MORGAN STANLEY MTN 5.25%, due Apr 21, 20340.13%0.15%0.13%
MORGAN STANLEY MTN 5.07%, due Jan 30, 20370.12%0.18%0.12%
WELLS FARGO & COMPANY (FXD-FRN) MTN 4.96%, due Jan 23, 20370.12%0.16%0.12%
JPMORGAN CHASE & CO 5.77%, due Apr 22, 20350.12%0.15%0.12%
JPMORGAN CHASE & CO 5.5%, due Jan 24, 20360.12%0.13%0.12%
WELLS FARGO & COMPANY MTN 5.5%, due Jan 23, 20350.12%0.14%0.12%
MORGAN STANLEY MTN 4.89%, due Oct 22, 20360.12%0.13%0.12%
CITIGROUP INC 6.17%, due May 25, 20340.12%0.15%0.12%
GOLDMAN SACHS GROUP INC/THE 5.54%, due Jan 28, 20360.12%0.14%0.12%
JPMORGAN CHASE & CO 6.25%, due Oct 23, 20340.12%0.15%0.12%
AMAZON.COM INC 4.65%, due Nov 20, 20350.12%0.15%0.12%
AT&T INC 2.55%, due Dec 1, 20330.12%0.15%0.12%
MORGAN STANLEY MTN 5.59%, due Jan 18, 20360.12%0.14%0.12%
GOLDMAN SACHS GROUP INC/THE 5.09%, due Apr 20, 20340.12%0.14%0.12%
BANK OF AMERICA CORP MTN 2.97%, due Feb 4, 20330.12%0.15%0.12%
CITIGROUP INC 6.02%, due Jan 24, 20360.12%0.14%0.12%
MORGAN STANLEY MTN 5.83%, due Apr 19, 20350.12%0.14%0.12%
AMAZON.COM INC 4.55%, due Mar 13, 20330.11%0.18%0.11%
MORGAN STANLEY (FXD-FRN) MTN 6.34%, due Oct 18, 20330.11%0.14%0.11%
GOLDMAN SACHS GROUP INC/THE 5.33%, due Jul 23, 20350.11%0.14%0.11%

Reading overlap

Two funds with 80% overlap move together and holding both mostly doubles one exposure and both fees. Low overlap is not the same as diversification: two funds can share no holdings and still be driven by the same factor. To see what a whole portfolio owns, use the portfolio x-ray.

Holdings come from each issuer's daily file where we have one and otherwise from the fund's latest SEC filing, so the two sides of a comparison can be from different dates. The table shows each fund's date.

Bond funds are matched issue by issue: two Treasury funds overlap only where they hold the same bill, note or bond. A fund of short-dated bills replaces its whole portfolio every few months, so holdings from an older filing may have matured; the table says when they have.

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.