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ETF comparison

RWR vs SCHH

Both Real Estate.

State Street SPDR Dow Jones REIT ETF · Schwab U.S. REIT ETF

Holdings overlap

Weighted by ISIN/CUSIP
80.5 %

96 positions appear in both funds. Buying equal dollars of RWR and SCHH would leave roughly 80.5% of each dollar exposed to the same underlying securities.

RWR unmatched 18.6% Shared 80.5% SCHH unmatched 19.3%

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.

In RWR only
3 positions
Shared
96 positions
In SCHH only
21 positions

Side by side

RWR

State Street SPDR Dow Jones REIT ETF

State Street · Real Estate

64 composite / 100
Expense ratio
0.25%
Net assets
$1.77B
TTM yield
3.51%
Top-10 conc.
51.4%
SCHH

Schwab U.S. REIT ETF

Schwab · Real Estate

80 composite / 100
Expense ratio
0.070%
Net assets
$10.56B
TTM yield
2.97%
Top-10 conc.
49.7%

Sub-score comparison

75
Cost
93
56
Tax efficiency
57
67
Liquidity
100
41
Concentration
43
—
Tracking quality
—
RWR sub-score SCHH

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHH is 18 bps cheaper than RWR. On a $100,000 position that's about $180/yr more in fees for RWR.

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 RWR vs SCHH.

Top shared holdings

96 shared in total
# Holding In RWR In SCHH Overlap
1 Welltower Inc 10.57% 9.62% 9.62%
2 Prologis Inc 9.15% 8.95% 8.95%
3 Simon Property Group Inc 4.66% 4.47% 4.47%
4 Equinix Inc 4.45% 4.88% 4.45%
5 Digital Realty Trust Inc 4.40% 4.35% 4.35%
6 Realty Income Corp 4.42% 4.00% 4.00%
7 Public Storage 4.36% 3.40% 3.40%
8 Ventas Inc 4.06% 2.84% 2.84%
9 Extra Space Storage Inc 2.88% 2.17% 2.17%
10 AvalonBay Communities Inc 2.46% 1.83% 1.83%
11 Equity Residential 2.18% 1.59% 1.59%
12 Essex Property Trust Inc 1.76% 1.25% 1.25%

Only in RWR

3 total
  • Universal Health Realty Income Trust 0.05%
  • Fermi Inc 0.03%
  • NET Lease Office Properties 0.02%

Only in SCHH

21 total
  • American Tower Corp 4.34%
  • Crown Castle Inc 2.82%
  • Iron Mountain Inc 2.69%
  • VICI Properties Inc 2.18%
  • SBA Communications Corp 1.53%
  • Weyerhaeuser Co 1.25%
  • Gaming and Leisure Properties Inc 0.94%
  • Lamar Advertising Co 0.94%
  • Rayonier Inc 0.41%
  • Sabra Health Care REIT Inc 0.36%

Percentages are holdings overlap with the named fund.

Open RWR 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.