ETF comparison

SCHH vs USRT

Both Real Estate.

Schwab U.S. REIT ETF · iShares Core U.S. REIT ETF

Holdings overlap

Weighted by ISIN/CUSIP
86.1 %

110 positions appear in both funds. Buying equal dollars of SCHH and USRT would leave roughly 86.1% of each dollar exposed to the same underlying securities.

SCHH only 13.8% Shared 86.1% USRT only 13.8%
In SCHH only
7 positions
Shared
110 positions
In USRT only
17 positions

Side by side

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%
USRT

iShares Core U.S. REIT ETF

iShares · Real Estate

76 composite / 100
Expense ratio
0.080%
Net assets
$4.36B
TTM yield
2.54%
Top-10 conc.
48.7%

Sub-score comparison

93
Cost
92
57
Tax efficiency
58
100
Liquidity
84
42
Concentration
45
Tracking quality
SCHH sub-score USRT

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

Cost difference

SCHH is 1 bps cheaper than USRT. On a $100,000 position that's about $10/yr more in fees for USRT.

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 SCHH vs USRT.

Top shared holdings

110 shared in total
# Holding In SCHH In USRT Overlap
1 Welltower Inc 9.49% 8.31% 8.31%
2 Prologis Inc 9.08% 7.52% 7.52%
3 Equinix Inc 5.53% 6.44% 5.53%
4 Simon Property Group Inc 4.65% 4.40% 4.40%
5 Realty Income Corp 4.38% 4.18% 4.18%
6 Digital Realty Trust Inc 4.07% 4.46% 4.07%
7 Public Storage 3.45% 3.96% 3.45%
8 Ventas Inc 2.88% 3.55% 2.88%
9 VICI Properties Inc 2.29% 2.73% 2.29%
10 Extra Space Storage Inc 2.28% 2.60% 2.28%
11 Iron Mountain Inc 2.28% 3.19% 2.28%
12 AvalonBay Communities Inc 1.78% 2.24% 1.78%

Only in SCHH

7 total
  • American Tower Corp 4.53%
  • Crown Castle Inc 2.77%
  • SBA Communications Corp 1.52%
  • Weyerhaeuser Co 1.26%
  • Rayonier Inc 0.42%
  • Alexander & Baldwin Inc 0.11%
  • State Street Institutional US Government Money Market Fund 0.03%

Only in USRT

17 total
  • DIVERSIFIED HEALTHCARE TRUST 0.14%
  • WHITESTONE REIT 0.07%
  • CBL & ASSOCIATES PROPERTIES INC 0.07%
  • PEAKSTONE REALTY TRUST 0.07%
  • POSTAL REALTY TRUST INC 0.05%
  • UNIVERSAL HEALTH REALTY INCOME TRUST 0.05%
  • SAUL CENTERS INC 0.04%
  • ONE LIBERTY PROPERTIES INC 0.04%
  • INDUSTRIAL LOGISTICS PROPERTIES TRUST 0.04%
  • CHATHAM LODGING TRUST 0.04%

Open SCHH or USRT 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.