ETF comparison
IYR vs SCHH
Both Real Estate.
Holdings overlap
52 positions appear in both funds. Buying equal dollars of IYR and SCHH would leave roughly 86.4% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IYR vs SCHH.
Top shared holdings
52 shared in total| # | Holding | In IYR | In SCHH | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 10.82% | 9.62% | 9.62% |
| 2 | PROLOGIS, INC. | 8.72% | 8.95% | 8.72% |
| 3 | EQUINIX, INC. | 4.55% | 4.88% | 4.55% |
| 4 | SIMON PROPERTY GROUP, INC. | 4.77% | 4.47% | 4.47% |
| 5 | DIGITAL REALTY TRUST, INC. | 4.38% | 4.35% | 4.35% |
| 6 | REALTY INCOME CORPORATION | 4.27% | 4.00% | 4.00% |
| 7 | AMERICAN TOWER CORPORATION | 3.85% | 4.34% | 3.85% |
| 8 | PUBLIC STORAGE. | 3.72% | 3.40% | 3.40% |
| 9 | VENTAS, INC. | 3.19% | 2.84% | 2.84% |
| 10 | IRON MOUNTAIN INCORPORATED | 2.78% | 2.69% | 2.69% |
| 11 | CROWN CASTLE INC. | 2.44% | 2.82% | 2.44% |
| 12 | EXTRA 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 INCORPORATED 1.06%
- 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
65 total- CareTrust REIT Inc 0.65%
- American Healthcare REIT Inc 0.61%
- Ryman Hospitality Properties Inc 0.51%
- Terreno Realty Corp 0.49%
- Essential Properties Realty Trust Inc 0.45%
- Macerich Co/The 0.44%
- Kite Realty Group Trust 0.42%
- Rayonier Inc 0.41%
- Phillips Edison & Co Inc 0.36%
- Outfront Media Inc 0.33%
Related comparisons
More comparisons with IYR
- IYR vs FREL · Fidelity MSCI Real Estate Index ETF 86.4%
- IYR vs XLRE · State Street Real Estate Select Sector SPDR ETF 80.0%
- IYR vs USRT · iShares Core U.S. REIT ETF 79.1%
- IYR vs RWR · State Street SPDR Dow Jones REIT ETF 74.0%
- IYR vs VNQ · Vanguard Real Estate Index Fund ETF Shares 73.8%
- IYR vs REZ · iShares Residential and Multisector Real Estate ETF 36.2%
More comparisons with SCHH
- SCHH vs RWR · State Street SPDR Dow Jones REIT ETF 80.5%
- SCHH vs VNQ · Vanguard Real Estate Index Fund ETF Shares 79.2%
- SCHH vs XLRE · State Street Real Estate Select Sector SPDR ETF 73.6%
- SCHH vs REZ · iShares Residential and Multisector Real Estate ETF 36.0%
- SCHH vs FREL · Fidelity MSCI Real Estate Index ETF 91.8%
- SCHH vs USRT · iShares Core U.S. REIT ETF 87.0%
Percentages are holdings overlap with the named fund.
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 methodology and 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.