ETF comparison

RWRvsSCHH

Both Real Estate.

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

Holdings overlap

Weighted by ISIN/CUSIP
80.6%

97 positions appear in both funds. Buying equal dollars of RWR and SCHH would leave roughly80.6%of each dollar exposed to the same underlying securities.

RWR only 18.6%Shared 80.6%SCHH only 19.4%
In RWR only
3 positions
Shared
97 positions
In SCHH only
21 positions

Side by side

RWR

State Street SPDR Dow Jones REIT ETF

State Street · Real Estate

64composite / 100
Expense ratio
0.25%
Net assets
$1.85B
TTM yield
3.45%
Top-10 conc.
51.4%
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

75
Cost
93
56
Tax efficiency
57
68
Liquidity
100
41
Concentration
43
Tracking quality
RWRsub-scoreSCHH

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with RWR vs SCHH.

Top shared holdings

97 shared in total
#HoldingIn RWRIn SCHHOverlap
1Welltower Inc10.57%9.62%9.62%
2Prologis Inc9.15%8.95%8.95%
3Simon Property Group Inc4.66%4.47%4.47%
4Equinix Inc4.45%4.88%4.45%
5Digital Realty Trust Inc4.40%4.35%4.35%
6Realty Income Corp4.42%4.00%4.00%
7Public Storage4.36%3.40%3.40%
8Ventas Inc4.06%2.84%2.84%
9Extra Space Storage Inc2.88%2.17%2.17%
10AvalonBay Communities Inc2.46%1.83%1.83%
11Equity Residential2.18%1.59%1.59%
12Essex Property Trust Inc1.76%1.25%1.25%

Only in RWR

3 total
  • Universal Health Realty Income Trust0.05%
  • Fermi Inc0.03%
  • NET Lease Office Properties0.02%

Only in SCHH

21 total
  • American Tower Corp4.34%
  • Crown Castle Inc2.82%
  • Iron Mountain Inc2.69%
  • VICI Properties Inc2.18%
  • SBA Communications Corp1.53%
  • Weyerhaeuser Co1.25%
  • Gaming and Leisure Properties Inc0.94%
  • Lamar Advertising Co0.94%
  • Rayonier Inc0.41%
  • Sabra Health Care REIT Inc0.36%

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 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.