Real Estate

REIT funds — equity stakes in real-estate operating companies. Tax-inefficient in a taxable account because REIT distributions are mostly ordinary income (the 199A deduction recovers some of it but not all).

8 funds in the catalog. Scored using methodology v0.3.0.

Top score

SCHH 86 / 100

Schwab U.S. REIT ETF

Cheapest

SCHH 0.070%

Schwab U.S. REIT ETF

Largest by AUM

VNQ $69.95B

Vanguard Real Estate Index Fund ETF Shares

All Real Estate funds

Score	Ticker	Name	Expense	AUM	Yield
86	SCHH	Schwab U.S. REIT ETF	0.070%	$9.93B	2.78%
83	XLRE	State Street Real Estate Select Sector SPDR ETF	0.080%	$7.71B	3.15%
82	VNQ	Vanguard Real Estate Index Fund ETF Shares	0.13%	$69.95B	3.62%
80	USRT	iShares Core U.S. REIT ETF	0.080%	$3.77B	2.65%
74	FREL	Fidelity MSCI Real Estate Index ETF	0.084%	$1.44B	3.28%
67	RWR	State Street SPDR Dow Jones REIT ETF	0.25%	$1.79B	3.40%
67	IYR	iShares U.S. Real Estate ETF	0.38%	$4.09B	2.19%
53	REZ	iShares Residential and Multisector Real Estate ETF	0.48%	$843.4M	2.10%

Compare within Real Estate

Run a side-by-side on any pair of Real Estate funds — holdings overlap, cost difference, score breakdown. Start with the compare hub or jump directly to a fund page and use the picker.

Methodology v0.3.0. See /methodology/ for every threshold and weight used to score these funds.