Real-estate ETFs
SCHH vs IYR.
Schwab U.S. REIT ETF (Dow Jones Equity All REIT Capped) against iShares U.S. Real Estate ETF (Russell 1000 Real Estate RIC 22.5/45 Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| SCHH | IYR | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +19.2% | — | — |
| 1Y CAGR | +18.9% | — | — |
| 3Y CAGR | +10.4% | — | — |
| 5Y CAGR | +3.63% | — | — |
| 10Y CAGR | +3.98% | — | — |
| Since inception CAGR | +7.26% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is SCHH minus IYR. SCHH since-inception measured from first available bar January 13, 2011. Since-inception spans differ — compare that row with care.
Fund facts
| SCHH | IYR | |
|---|---|---|
| Name | Schwab U.S. REIT ETF | iShares U.S. Real Estate ETF |
| Category | Real Estate | Real Estate |
| Style | Passive | Passive |
| Expense ratio | 0.07% | 0.39% |
| Assets (AUM) | $11.1B | $4.7B |
| Dividend yield | 2.79% | 2.21% |
| Avg volume (3-mo) | 5.9M | 5.6M |
| Inception | January 13, 2011 | June 12, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
SCHH costs 0.32 pp less per year — about $32.00 per $10,000 invested.
Holdings overlaptop-25 holdings · coverage SCHH 49.2% · IYR 51.2%
46.4%of portfolio weight overlaps9 shared of top 10
| Shared holding | SCHH | IYR | MIN |
|---|---|---|---|
| WELLWelltower Inc | 10.35% | 10.83% | 10.35% |
| PLDPrologis Inc | 8.34% | 8.73% | 8.34% |
| SPGSimon Property Group Inc | 4.78% | 4.77% | 4.77% |
| EQIXEquinix Inc | 4.30% | 4.55% | 4.30% |
| DLRDigital Realty Trust Inc | 4.30% | 4.38% | 4.30% |
| ORealty Income Corp | 4.02% |
Sector tilt SCHH IYR
Real Estate100.0% / 99.5%+0.5pp
Communication Services— / 0.5%
More real-estate etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.