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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

FDVV vs SCHH: how they differ

FDVV and SCHH hold 9% of their weight in the same names, and FDVV returned more over the year.

Fidelity High Dividend ETF and Schwab U.S. REIT ETF.

What they hold in common

By the books each fund has filed, FDVV and SCHH hold 9% of their money in the same securities at the same weight.

Positions FDVV and SCHH both hold, largest shared weight first
HoldingFDVVSCHH
PROLOGIS INC1.03%8.97%
AMERICAN TOWER CORP0.94%4.35%
SIMON PROPERTY GROUP INC0.92%4.48%
REALTY INCOME CORP0.90%4.00%
PUBLIC STORAGE0.90%3.41%
OMEGA HEALTHCARE INVESTORS INC0.88%0.98%
CROWN CASTLE INC0.87%2.83%
GAMING AND LEISURE PROPERTIES INC0.86%0.94%
VICI PPTYS INC0.84%2.19%
HEALTHPEAK PROPERTIES INC0.77%0.94%
Largest positions each one holds and the other does not
Only in FDVVOnly in SCHH
NVIDIA CORP 6.86%Welltower Inc 9.64%
APPLE INC 5.70%Equinix Inc 4.89%
MICROSOFT CORP 4.50%Digital Realty Trust Inc 4.36%
BROADCOM INC 3.50%Ventas Inc 2.85%
JPMORGAN CHASE and CO 2.58%Iron Mountain Inc 2.69%
ALPHABET INC 2.21%Extra Space Storage Inc 2.18%
COCA COLA CO 1.85%AvalonBay Communities Inc 1.84%
PROCTER and GAMBLE CO 1.81%Equity Residential 1.60%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

FDVV and SCHH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FDVV
Fidelity High Dividend ETF
SCHH
Schwab U.S. REIT ETF
Where it sitsCore index fundCore index fund
IssuerFidelitySchwab
What it isHigh DividendUS REIT
Total return, 1 year+17.2%+9.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.3 pts−7.7 pts
Expense ratio0.15%0.07%
Already in the S&P 50086.7%74.0%
Holdings96117

FDVV in plain words

FDVV is an index equity fund tracking the High Dividend. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 87% of the fund by weight is stocks the S&P 500 also holds, across 96 positions, with the top ten at 32.5%.

SCHH in plain words

SCHH is an index equity fund tracking the US REIT. Over the year to Sep 11, 2026 it returned +9.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 49.8%. It sat 6.7% below its high of Jul 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, FDVV or SCHH?
In the year to Sep 12, 2026, with distributions reinvested, FDVV returned +17.2% and SCHH returned +9.8%, so FDVV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FDVV or SCHH?
FDVV charges 0.15% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.
How much do FDVV and SCHH overlap with the S&P 500?
By their latest filed holdings, 87% of FDVV and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 9% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FDVV against SCHH, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FDVV against SCHH, data as of Sep 12, 2026. https://etfiq.com/compare/any/FDVV-SCHH Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources