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
80.2 %

96 positions appear in both funds. Buying equal dollars of RWR and SCHH would leave roughly 80.2% of each dollar exposed to the same underlying securities.

RWR only 18.9% Shared 80.2% SCHH only 19.7%
In RWR only
5 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
$1.84B
TTM yield
3.31%
Top-10 conc.
52.0%
SCHH

Schwab U.S. REIT ETF

Schwab · Real Estate

80 composite / 100
Expense ratio
0.070%
Net assets
$11.13B
TTM yield
2.75%
Top-10 conc.
50.8%

Sub-score comparison

75
Cost
93
56
Tax efficiency
57
68
Liquidity
100
40
Concentration
42
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 9.91% 9.49% 9.49%
2 Prologis Inc 10.12% 9.08% 9.08%
3 Equinix Inc 4.66% 5.53% 4.66%
4 Simon Property Group Inc 4.56% 4.65% 4.56%
5 Realty Income Corp 4.38% 4.38% 4.38%
6 Digital Realty Trust Inc 4.62% 4.07% 4.07%
7 Public Storage 4.18% 3.45% 3.45%
8 Ventas Inc 4.12% 2.88% 2.88%
9 Extra Space Storage Inc 2.95% 2.28% 2.28%
10 AvalonBay Communities Inc 2.46% 1.78% 1.78%
11 Equity Residential 2.16% 1.56% 1.56%
12 Essex Property Trust Inc 1.66% 1.17% 1.17%

Only in RWR

5 total
  • Diversified Healthcare Trust 0.15%
  • CBL & Associates Properties Inc 0.06%
  • Universal Health Realty Income Trust 0.05%
  • Fermi Inc 0.02%
  • NET Lease Office Properties 0.02%

Only in SCHH

21 total
  • American Tower Corp 4.53%
  • Crown Castle Inc 2.77%
  • VICI Properties Inc 2.29%
  • Iron Mountain Inc 2.28%
  • SBA Communications Corp 1.52%
  • Weyerhaeuser Co 1.26%
  • Gaming and Leisure Properties Inc 0.98%
  • Lamar Advertising Co 0.85%
  • Rayonier Inc 0.42%
  • Sabra Health Care REIT Inc 0.36%

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.