SCHJ vs IG overlap

SCHJ and IG overlap 1.6% by weight, across 35 shared holdings.

SCHJIG

Pick 2 to 4 ETFs.

1.6%

overlap by weight, across 35 shared holdings

SCHJ1.7% of the fund is in shared holdings, of 3,255

IG16.1% of the fund is in shared holdings, of 243

Top shared holdings

Holding	SCHJ	IG	Overlap
Boeing CoBA	0.13%	0.22%	0.13%
Bank of AMER CRPBAC	0.13%	2.38%	0.13%
Morgan StanleyMS	0.11%	0.48%	0.11%
Goldman Sachs GPGS	0.11%	0.49%	0.11%
Morgan StanleyMS	0.10%	0.29%	0.10%
Morgan StanleyMS	0.09%	0.89%	0.09%
HSBC Holdings	0.06%	0.27%	0.06%
Ford Motor Credit Co LLC 5.8% 03/08/2029	0.06%	0.49%	0.06%
Deutsche Bank NY	0.06%	0.90%	0.06%
HP EnterpriseHPE	0.05%	0.68%	0.05%
Deutsche Bank NY	0.05%	0.31%	0.05%
Nextera EnergyNEE	0.05%	0.48%	0.05%
Broadcom Inc.AVGO	0.05%	0.38%	0.05%
Banco Bilbao VIZ	0.05%	0.30%	0.05%
Nextera Energy	0.04%	0.69%	0.04%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SCHJ, SEC Form N-PORT, June 30, 2026; IG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 164 holding any

SCHJ19.0% of its 13F dollars, 5.9% of its 152 holders

IG49.5% of its 13F dollars, 42.9% of its 21 holders

Largest institutions holding both

Firm	SCHJ	IG
Envestnet Asset Management Inc.	$38.4M	$130.6M
Raymond James Financial Inc.	$554K	$21.3M
LPL Financial LLC	$10.2M	$323K
Goldman Sachs Group Inc.	$4.0M	$645K
Wells Fargo & Company	$4.6M	$8
Mariner, LLC	$1.7M	$2.0M
Royal Bank of Canada	$535K	$2.4M
Morgan Stanley	$531K	$17K
Global Retirement Partners, LLC	$10K	$12K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: SCHJ institutional holders, IG institutional holders.

Frequently asked questions

How much do SCHJ and IG overlap?

1.6% by weight, with 35 holdings in common, using holdings for SCHJ as of June 30, 2026 and IG as of June 30, 2026. The largest shared position is BA.

Do institutions hold both SCHJ and IG?

9 Form 13F filers report positions in both, out of 164 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.