VS

Correlation: 98.2%

What is BIV?

BIV was created on 2007-04-03 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 22756.1m in AUM and 2337 holdings. BIV tracks a market-weighted index of the entire investment-grade fixed-income market with maturities of 5-10 years.

What is FIXD?

FIXD was created on 2017-02-14 by First Trust. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 3814.09m in AUM and 730 holdings. FIXD is an actively managed", broad-based", and broad-maturity bond fund that aims for a weighted average duration within 1 year of the Bloomberg US Aggregate Index. The fund may hold derivatives.

Key Details

BIV
FIXD
Website
investor.vanguard.com
www.ftportfolios.com
Inception Date

Apr 03, 2007

Feb 14, 2017

Asset Class

Fixed Income

Fixed Income

Investment Segment

Investment Grade

Broad Credit

AUM
$22.86B
$3.70B
Dividend Yield
3.82%
4.23%
Expense Ratio
0.03%
0.65%
Return 1Y
7.57%
6.81%

Holdings

Strategies that include

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BIV
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Stock Correlation

The stocks that are correlated to BIV - Vanguard Intermediate Term Bond ETF are AMT, SBAC, PSA, CUBE, FCPT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
American Tower Corp. logoAMTAmerican Tower Corp.
54.03%$104.23B+30.21%2.97%
SBA Communications Corp. logoSBACSBA Communications Corp.
53.39%$24.74B+16.90%1.78%
Public Storage logoPSAPublic Storage
49.94%$51.93B+13.73%4.07%
CubeSmart logoCUBECubeSmart
47.98%$9.06B-5.47%5.26%
Four Corners Property Trust, Inc. logoFCPTFour Corners Property Trust, Inc.
45.33%$2.82B+24.62%4.99%
PennyMac Financial Services, Inc. logoPFSIPennyMac Financial Services, Inc.
45.02%$4.99B+11.56%1.15%
Fortis, Inc. logoFTSFortis, Inc.
44.78%$24.17B+26.62%3.61%
Extra Space Storage, Inc. logoEXRExtra Space Storage, Inc.
44.62%$29.96B+5.20%4.62%
Safehold, Inc. logoSAFESafehold, Inc.
44.48%$1.10B-17.53%4.58%
National Storage Affiliates Trust logoNSANational Storage Affiliates Trust
43.48%$2.81B+4.25%6.24%
UWM Holdings Corp. logoUWMCUWM Holdings Corp.
43.47%$715.63M-26.58%8.86%
Rocket Cos., Inc. logoRKTRocket Cos., Inc.
43.44%$1.81B+10.35%0.00%
First American Financial Corp. logoFAFFirst American Financial Corp.
42.34%$6.10B+7.15%3.63%
Equity LifeStyle Properties, Inc. logoELSEquity LifeStyle Properties, Inc.
42.24%$12.49B+4.80%2.98%
NetSTREIT Corp. logoNTSTNetSTREIT Corp.
41.80%$1.35B-0.30%5.11%
Crown Castle, Inc. logoCCICrown Castle, Inc.
41.66%$45.11B+9.77%6.08%
NNN REIT, Inc. logoNNNNNN REIT, Inc.
41.59%$7.83B+4.68%5.53%
TELUS Corp. logoTUTELUS Corp.
41.28%$22.73B-4.88%7.56%
National Grid Plc logoNGGNational Grid Plc
40.38%$70.63B+10.19%4.85%
Omega Healthcare Investors, Inc. logoOHIOmega Healthcare Investors, Inc.
40.21%$10.87B+28.65%6.95%

The stocks that are correlated to FIXD - Traded Fund VIII First Trust TCW Opportunistic Fixed Income ETF are AMT, SBAC, PSA, CUBE, FTS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
American Tower Corp. logoAMTAmerican Tower Corp.
52.52%$104.23B+30.21%2.97%
SBA Communications Corp. logoSBACSBA Communications Corp.
50.95%$24.74B+16.90%1.78%
Public Storage logoPSAPublic Storage
46.96%$51.93B+13.73%4.07%
CubeSmart logoCUBECubeSmart
45.34%$9.06B-5.47%5.26%
Fortis, Inc. logoFTSFortis, Inc.
43.82%$24.17B+26.62%3.61%
PennyMac Financial Services, Inc. logoPFSIPennyMac Financial Services, Inc.
43.40%$4.99B+11.56%1.15%
Four Corners Property Trust, Inc. logoFCPTFour Corners Property Trust, Inc.
43.10%$2.82B+24.62%4.99%
UWM Holdings Corp. logoUWMCUWM Holdings Corp.
41.58%$715.63M-26.58%8.86%
Equity LifeStyle Properties, Inc. logoELSEquity LifeStyle Properties, Inc.
41.41%$12.49B+4.80%2.98%
Rocket Cos., Inc. logoRKTRocket Cos., Inc.
41.15%$1.81B+10.35%0.00%
Extra Space Storage, Inc. logoEXRExtra Space Storage, Inc.
41.15%$29.96B+5.20%4.62%
NetSTREIT Corp. logoNTSTNetSTREIT Corp.
41.11%$1.35B-0.30%5.11%
First American Financial Corp. logoFAFFirst American Financial Corp.
41.10%$6.10B+7.15%3.63%
Safehold, Inc. logoSAFESafehold, Inc.
41.07%$1.10B-17.53%4.58%
National Storage Affiliates Trust logoNSANational Storage Affiliates Trust
40.52%$2.81B+4.25%6.24%
TELUS Corp. logoTUTELUS Corp.
40.19%$22.73B-4.88%7.56%
American Water Works Co., Inc. logoAWKAmerican Water Works Co., Inc.
40.11%$28.94B+26.46%2.07%
AGNC Investment Corp. logoAGNCAGNC Investment Corp.
39.91%$7.63B-7.95%17.24%
NNN REIT, Inc. logoNNNNNN REIT, Inc.
39.60%$7.83B+4.68%5.53%
Crown Castle, Inc. logoCCICrown Castle, Inc.
39.34%$45.11B+9.77%6.08%

ETF Correlation

The ETFs that are correlated to BIV - Vanguard Intermediate Term Bond ETF are BND, AGG, SPAB, IUSB, EAGG

Name
Correlation
AUM
Expense Ratio
Vanguard Total Bond Market ETF logoBNDVanguard Total Bond Market ETF
98.83%$125.32B0.03%
iShares Core U.S. Aggregate Bond ETF logoAGGiShares Core U.S. Aggregate Bond ETF
98.75%$122.91B0.03%
SPDR Portfolio Aggregate Bond ETF logoSPABSPDR Portfolio Aggregate Bond ETF
98.67%$8.52B0.03%
iShares Core Total USD Bond Market ETF logoIUSBiShares Core Total USD Bond Market ETF
98.43%$32.80B0.06%
iShares ESG Aware U.S. Aggregate Bond ETF logoEAGGiShares ESG Aware U.S. Aggregate Bond ETF
98.41%$3.77B0.1%
Schwab US Aggregate Bond ETF logoSCHZSchwab US Aggregate Bond ETF
98.40%$8.51B0.03%
iShares 7 10 Year Treasury Bond ETF logoIEFiShares 7 10 Year Treasury Bond ETF
98.37%$34.79B0.15%
Traded Fund VIII First Trust TCW Opportunistic Fixed Income ETF logoFIXDTraded Fund VIII First Trust TCW Opportunistic Fixed Income ETF
98.21%$3.70B0.65%
Traded Fund Trust JPMorgan Core Plus Bond ETF logoJCPBTraded Fund Trust JPMorgan Core Plus Bond ETF
98.12%$6.14B0.38%
Avantis Core Fixed Income ETF logoAVIGAvantis Core Fixed Income ETF
98.02%$1.09B0.15%
Fidelity Total Bond ETF logoFBNDFidelity Total Bond ETF
97.96%$18.27B0.36%
US Treasury 10 Year Note ETF logoUTENUS Treasury 10 Year Note ETF
97.83%$189.69M0.15%
iShares iBonds Dec 2033 Term Treasury ETF logoIBTOiShares iBonds Dec 2033 Term Treasury ETF
97.82%$332.61M0.07%
iShares iBonds Dec 2034 Term Treasury ETF logoIBTPiShares iBonds Dec 2034 Term Treasury ETF
97.66%$127.48M0.07%
iShares Intermediate Government/Credit Bond ETF logoGVIiShares Intermediate Government/Credit Bond ETF
97.43%$3.41B0.2%
Vanguard Core Bond ETF logoVCRBVanguard Core Bond ETF
97.42%$2.64B0.1%
Simplify Intermediate Term Treasury Futures Strategy ETF logoTYASimplify Intermediate Term Treasury Futures Strategy ETF
97.28%$156.50M0.15%
Traded Fund Trust JPMorgan BetaBuilders U.S. Aggregate Bond ETF logoBBAGTraded Fund Trust JPMorgan BetaBuilders U.S. Aggregate Bond ETF
97.23%$1.18B0.03%
Dimensional Core Fixed Income ETF logoDFCFDimensional Core Fixed Income ETF
97.16%$6.54B0.17%
iShares iBonds Dec 2031 Term Treasury ETF logoIBTLiShares iBonds Dec 2031 Term Treasury ETF
97.02%$364.50M0.07%

The ETFs that are correlated to FIXD - Traded Fund VIII First Trust TCW Opportunistic Fixed Income ETF are AGG, BIV, BND, SPAB, EAGG

Name
Correlation
AUM
Expense Ratio
iShares Core U.S. Aggregate Bond ETF logoAGGiShares Core U.S. Aggregate Bond ETF
98.33%$122.91B0.03%
Vanguard Intermediate Term Bond ETF logoBIVVanguard Intermediate Term Bond ETF
98.21%$22.86B0.03%
Vanguard Total Bond Market ETF logoBNDVanguard Total Bond Market ETF
98.19%$125.32B0.03%
SPDR Portfolio Aggregate Bond ETF logoSPABSPDR Portfolio Aggregate Bond ETF
98.13%$8.52B0.03%
iShares ESG Aware U.S. Aggregate Bond ETF logoEAGGiShares ESG Aware U.S. Aggregate Bond ETF
97.75%$3.77B0.1%
Schwab US Aggregate Bond ETF logoSCHZSchwab US Aggregate Bond ETF
97.59%$8.51B0.03%
iShares 7 10 Year Treasury Bond ETF logoIEFiShares 7 10 Year Treasury Bond ETF
97.44%$34.79B0.15%
iShares Core Total USD Bond Market ETF logoIUSBiShares Core Total USD Bond Market ETF
97.43%$32.80B0.06%
Traded Fund Trust JPMorgan Core Plus Bond ETF logoJCPBTraded Fund Trust JPMorgan Core Plus Bond ETF
97.36%$6.14B0.38%
Fidelity Total Bond ETF logoFBNDFidelity Total Bond ETF
96.97%$18.27B0.36%
BNY Mellon Core Bond ETF logoBKAGBNY Mellon Core Bond ETF
96.93%$1.89B0%
Avantis Core Fixed Income ETF logoAVIGAvantis Core Fixed Income ETF
96.77%$1.09B0.15%
US Treasury 10 Year Note ETF logoUTENUS Treasury 10 Year Note ETF
96.67%$189.69M0.15%
Traded Fund Trust JPMorgan BetaBuilders U.S. Aggregate Bond ETF logoBBAGTraded Fund Trust JPMorgan BetaBuilders U.S. Aggregate Bond ETF
96.63%$1.18B0.03%
Vanguard Core Bond ETF logoVCRBVanguard Core Bond ETF
96.56%$2.64B0.1%
iShares iBonds Dec 2034 Term Treasury ETF logoIBTPiShares iBonds Dec 2034 Term Treasury ETF
96.55%$127.48M0.07%
iShares MBS ETF logoMBBiShares MBS ETF
96.53%$36.34B0.04%
iShares iBonds Dec 2033 Term Treasury ETF logoIBTOiShares iBonds Dec 2033 Term Treasury ETF
96.52%$332.61M0.07%
Traded Fund Trust JPMorgan Active Bond ETF logoJBNDTraded Fund Trust JPMorgan Active Bond ETF
96.21%$1.77B0.25%
Simplify Intermediate Term Treasury Futures Strategy ETF logoTYASimplify Intermediate Term Treasury Futures Strategy ETF
96.08%$156.50M0.15%

Holding Overlap

BIV - Vanguard Intermediate Term Bond ETF and FIXD - Traded Fund VIII First Trust TCW Opportunistic Fixed Income ETF have a 10 holding overlap. Which accounts for a 2.2% overlap.

Number of overlapping holdings

10

% of overlapping holdings

2.21%

Name
Weight in BIV
Weight in FIXD
7
7009286

UNITED STATES T

1.70%0.70%
7
7009328

UNITED STATES T

0.31%2.36%
7
7009326

UNITED STATES T

0.23%1.45%
5
5CLTTP6

WELLS FARGO AND

0.10%0.00%
5
5CLSXZ9

WARNERMEDIA HLD

0.09%0.09%
5
5CKYBB0

T MOBILE USA IN

0.08%0.02%
5
5CTSDP8

MORGAN STANLEY

0.07%0.01%
5
5CYRMN6

JPMORGAN CHASE

0.06%0.10%
5
5DFVYC3

JPMORGAN CHASE

0.05%0.04%
5
5CNSKM9

EXTRA SPACE STO

0.01%0.01%

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Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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