Category
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 v0.5.2. · Read the guide
All Real Estate funds
| Score | Ticker | Name | AUM |
|---|---|---|---|
| 80 | SCHH | Schwab U.S. REIT ETF | $10.56B |
| 76 | VNQ | Vanguard Real Estate Index Fund ETF Shares | $66.42B† |
| 76 | XLRE | State Street Real Estate Select Sector SPDR ETF | $7.65B |
| 76 | USRT | iShares Core U.S. REIT ETF | $4.31B |
| 70 | FREL | Fidelity MSCI Real Estate Index ETF | $1.35B |
| 64 | RWR | State Street SPDR Dow Jones REIT ETF | $1.77B |
| 64 | IYR | iShares U.S. Real Estate ETF | $4.16B |
| 48 | REZ | iShares Residential and Multisector Real Estate ETF | $790.8M |
† Whole fund: this ETF is one share class of a fund that also sells mutual-fund shares, and the figure covers all of them. Our sources don't report the ETF class on its own.
Compare within Real Estate
The closest-held pairs in this category, by holdings overlap. Each side-by-side breaks down shared positions, cost difference, and the full score breakdown.
- FREL vs SCHH 91.8% overlap
- RWR vs USRT 88.2% overlap
- SCHH vs USRT 87.0% overlap
- IYR vs SCHH 86.4% overlap
- FREL vs IYR 86.4% overlap
- FREL vs VNQ 84.6% overlap
- FREL vs USRT 83.5% overlap
- RWR vs SCHH 80.5% overlap
Every other pairing is on the compare hub.