ETF comparison
REZvsSCHH
Both Real Estate.
iShares Residential and Multisector Real Estate ETF · Schwab U.S. REIT ETF
Holdings overlap
35 positions appear in both funds. Buying equal dollars of REZ and SCHH would leave roughly36.0%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
SCHH is 41 bps cheaper than REZ. On a $100,000 position that's about $410/yr more in fees for REZ.
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 REZ vs SCHH.
Top shared holdings
35 shared in total| # | Holding | In REZ | In SCHH | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC | 23.52% | 9.62% | 9.62% |
| 2 | PUBLIC STORAGE | 9.05% | 3.40% | 3.40% |
| 3 | VENTAS INC | 7.74% | 2.84% | 2.84% |
| 4 | EXTRA SPACE STORAGE INC | 5.48% | 2.17% | 2.17% |
| 5 | AVALONBAY COMMUNITIES INC | 4.26% | 1.83% | 1.83% |
| 6 | EQUITY RESIDENTIAL | 4.27% | 1.59% | 1.59% |
| 7 | ESSEX PROPERTY TRUST INC | 3.83% | 1.25% | 1.25% |
| 8 | INVITATION HOMES INC | 3.67% | 1.17% | 1.17% |
| 9 | MID-AMERICA APARTMENT COMMUNITIES INC | 3.30% | 1.07% | 1.07% |
| 10 | SUN COMMUNITIES INC | 3.00% | 1.02% | 1.02% |
| 11 | OMEGA HEALTHCARE INVESTORS INC | 2.91% | 0.98% | 0.98% |
| 12 | HEALTHPEAK PROPERTIES INC | 3.04% | 0.94% | 0.94% |
Only in REZ
4 total- JANUS LIVING INC0.27%
- NATIONAL HEALTHCARE PROPERTIES INC0.13%
- UNIVERSAL HEALTH REALTY INCOME TRUST0.11%
- BRT APARTMENT CORP0.03%
Only in SCHH
83 total- Prologis Inc8.95%
- Equinix Inc4.88%
- Simon Property Group Inc4.47%
- Digital Realty Trust Inc4.35%
- American Tower Corp4.34%
- Realty Income Corp4.00%
- Crown Castle Inc2.82%
- Iron Mountain Inc2.69%
- VICI Properties Inc2.18%
- SBA Communications Corp1.53%
Open REZ 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.