ETF comparison

IYRvsSCHH

Both Real Estate.

iShares U.S. Real Estate ETF · Schwab U.S. REIT ETF

Holdings overlap

Weighted by ISIN/CUSIP
86.4%

52 positions appear in both funds. Buying equal dollars of IYR and SCHH would leave roughly86.4%of each dollar exposed to the same underlying securities.

IYR only 13.0%Shared 86.4%SCHH only 13.5%
In IYR only
9 positions
Shared
52 positions
In SCHH only
66 positions

Side by side

IYR

iShares U.S. Real Estate ETF

iShares · Real Estate

64composite / 100
Expense ratio
0.37%
Net assets
$4.39B
TTM yield
2.26%
Top-10 conc.
51.2%
SCHH

Schwab U.S. REIT ETF

Schwab · Real Estate

80composite / 100
Expense ratio
0.070%
Net assets
$11.20B
TTM yield
2.87%
Top-10 conc.
49.7%

Sub-score comparison

63
Cost
93
58
Tax efficiency
57
84
Liquidity
100
41
Concentration
43
Tracking quality
IYRsub-scoreSCHH

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SCHH is 30 bps cheaper than IYR. On a $100,000 position that's about $300/yr more in fees for IYR.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IYR vs SCHH.

Top shared holdings

52 shared in total
#HoldingIn IYRIn SCHHOverlap
1WELLTOWER INC.10.82%9.62%9.62%
2PROLOGIS, INC.8.72%8.95%8.72%
3EQUINIX, INC.4.55%4.88%4.55%
4SIMON PROPERTY GROUP, INC.4.77%4.47%4.47%
5DIGITAL REALTY TRUST, INC.4.38%4.35%4.35%
6REALTY INCOME CORPORATION4.27%4.00%4.00%
7AMERICAN TOWER CORPORATION3.85%4.34%3.85%
8PUBLIC STORAGE.3.72%3.40%3.40%
9VENTAS, INC.3.19%2.84%2.84%
10IRON MOUNTAIN INCORPORATED2.78%2.69%2.69%
11CROWN CASTLE INC.2.44%2.82%2.44%
12EXTRA SPACE STORAGE INC.2.27%2.17%2.17%

Only in IYR

9 total
  • CBRE GROUP, INC.2.91%
  • ANNALY CAPITAL MANAGEMENT, INC.1.21%
  • JONES LANG LASALLE INCORPORATED1.06%
  • AGNC INVESTMENT CORP.0.92%
  • COSTAR GROUP, INC.0.85%
  • STARWOOD PROPERTY TRUST, INC.0.42%
  • ZILLOW GROUP, INC.0.39%
  • RITHM CAPITAL CORP.0.39%
  • ZILLOW GROUP, INC.0.10%

Only in SCHH

66 total
  • CareTrust REIT Inc0.65%
  • American Healthcare REIT Inc0.61%
  • Ryman Hospitality Properties Inc0.51%
  • Terreno Realty Corp0.49%
  • Essential Properties Realty Trust Inc0.45%
  • Macerich Co/The0.44%
  • Kite Realty Group Trust0.42%
  • Rayonier Inc0.41%
  • Phillips Edison & Co Inc0.36%
  • Outfront Media Inc0.33%

Open IYR or SCHH at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.