Real-estate ETFs
XLRE vs SCHH.
Real Estate Select Sector SPDR Fund (S&P 500 real-estate sector) against Schwab U.S. REIT ETF (Dow Jones Equity All REIT Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| XLRE | SCHH | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +14.4% | +19.2% | -4.82 pp |
| 1Y CAGR | +12.6% | +18.9% | -6.27 pp |
| 3Y CAGR | +9.07% | +10.4% | -1.28 pp |
| 5Y CAGR | +3.05% | +3.63% | -0.57 pp |
| 10Y CAGR | +6.47% | +3.98% | +2.49 pp |
| Since inception CAGR | +7.50% | +7.26% | +0.24 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XLRE minus SCHH. XLRE since-inception measured from first available bar October 8, 2015. SCHH since-inception measured from first available bar January 13, 2011. Since-inception spans differ — compare that row with care.
Fund facts
| XLRE | SCHH | |
|---|---|---|
| Name | State Street Real Estate Select Sector SPDR ETF | Schwab U.S. REIT ETF |
| Category | Real Estate | Real Estate |
| Style | Passive | Passive |
| Expense ratio | 0.08% | 0.07% |
| Assets (AUM) | $8.1B | $11.1B |
| Dividend yield | 3.19% | 2.79% |
| Avg volume (3-mo) | 5.2M | 5.9M |
| Inception | October 7, 2015 | January 13, 2011 |
| Benchmark proxy | S&P 500 | S&P 500 |
SCHH costs 0.01 pp less per year — about $1.00 per $10,000 invested.
Holdings overlaptop-25 holdings · coverage XLRE 59.0% · SCHH 49.2%
46.5%of portfolio weight overlaps9 shared of top 10
| Shared holding | XLRE | SCHH | MIN |
|---|---|---|---|
| WELLWelltower Inc | 10.99% | 10.35% | 10.35% |
| PLDPrologis Inc | 8.67% | 8.34% | 8.34% |
| SPGSimon Property Group Inc | 4.98% | 4.78% | 4.78% |
| EQIXEquinix Inc | 7.05% | 4.30% | 4.30% |
| DLRDigital Realty Trust Inc | 4.52% | 4.30% | 4.30% |
| ORealty Income Corp | 4.54% |
Sector tilt XLRE SCHH
Real Estate100.0% / 100.0%+0.0pp
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.