LQD vs IUSB overlap
LQD and IUSB overlap 10.9% by weight, across 3,120 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (LQD: May 31, 2026, IUSB: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | LQD | IUSB | Overlap |
|---|---|---|---|
| Anheuser-Busch | 0.20% | 0.02% | 0.02% |
| Comcast CorpCMCSA | 0.02% | 0.02% | 0.02% |
| Wells Fargo Co | 0.05% | 0.02% | 0.02% |
| T-Mobile USA Inc.TMUS | 0.16% | 0.02% | 0.02% |
| CVS Health Corp.CVS | 0.17% | 0.02% | 0.02% |
| Abbvie Inc. | 0.13% | 0.02% | 0.02% |
| META PlatformsMETA | 0.16% | 0.02% | 0.02% |
| Amazon.COM Inc.AMZN | 0.15% | 0.01% | 0.01% |
| Pfizer InvstmntPFE | 0.15% | 0.01% | 0.01% |
| Bank of AMER CRPBAC | 0.14% | 0.01% | 0.01% |
| Bank of AMER CRP | 0.12% | 0.01% | 0.01% |
| Goldman Sachs GPGS | 0.09% | 0.01% | 0.01% |
| Boeing CoBA | 0.14% | 0.01% | 0.01% |
| Goldman Sachs GP | 0.15% | 0.01% | 0.01% |
| Bank of AMER CRP | 0.12% | 0.01% | 0.01% |
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: LQD, SEC Form N-PORT, May 31, 2026; IUSB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LQD | IUSB |
|---|---|---|
| Envestnet Asset Management Inc. | $665.5M | $8.3B |
| BlackRock, Inc. | $2.1B | $3.8B |
| Jones Financial Companies LLLP | $12.1M | $4.1B |
| LPL Financial LLC | $487.5M | $2.9B |
| Morgan Stanley | $1.9B | $1.4B |
| Bank of America Corp. | $2.8B | $211.6M |
| Wells Fargo & Company | $508.9M | $2.3B |
| Northwestern Mutual Wealth Management Co | $80.2M | $1.5B |
| JPMorgan Chase & Co | $224.5M | $1.0B |
| Financial Engines Advisors L.L.C. | $1.2B | $4.2M |
| Ameriprise Financial Inc. | $554.7M | $601.3M |
| Mariner, LLC | $18.3M | $957.3M |
| Goldman Sachs Group Inc. | $817.4M | $21.0M |
| Envestnet Portfolio Solutions, Inc. | $33.7M | $781.7M |
| Cetera Investment Advisers | $120.3M | $615.5M |
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: LQD institutional holders, IUSB institutional holders.
Frequently asked questions
How much do LQD and IUSB overlap?
10.9% by weight, with 3,120 holdings in common, using holdings for LQD as of May 31, 2026 and IUSB as of July 31, 2026. The largest shared position is ANHEUSER-BUSCH.
Do institutions hold both LQD and IUSB?
412 Form 13F filers report positions in both, out of 1,561 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%.