Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs SCHG: how they differ
IYR and SCHG hold 0% of their weight in the same names, and SCHG returned more over the year.
iShares U.S. Real Estate ETF and Schwab U.S. Large-Cap Growth ETF.
What they hold in common
By the books each fund has filed, IYR and SCHG hold 0% of their money in the same securities at the same weight.
| Holding | IYR | SCHG |
|---|---|---|
| EQUINIX, INC. | 4.58% | 0.37% |
| SBA COMMUNICATIONS CORPORATION | 1.39% | 0.07% |
| SUN COMMUNITIES, INC. | 1.03% | 0.05% |
| Only in IYR | Only in SCHG |
|---|---|
| WELLTOWER INC. 10.88% | NVIDIA Corp 11.02% |
| PROLOGIS, INC. 8.77% | Apple Inc 9.84% |
| SIMON PROPERTY GROUP, INC. 4.79% | Microsoft Corp 7.18% |
| DIGITAL REALTY TRUST, INC. 4.41% | Amazon.com Inc 5.68% |
| REALTY INCOME CORPORATION 4.29% | Alphabet Inc 4.76% |
| AMERICAN TOWER CORPORATION 3.88% | Broadcom Inc 4.55% |
| PUBLIC STORAGE. 3.74% | Tesla Inc 3.92% |
| VENTAS, INC. 3.21% | Alphabet Inc 3.78% |
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 Jun 30, 2026 and May 31, 2026.
| IYR iShares U.S. Real Estate ETF | SCHG Schwab U.S. Large-Cap Growth ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | U.S. Real Estate | U.S. Large-Cap Growth |
| Total return, 1 year | +4.7% | +12.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | −4.8 pts |
| Expense ratio | 0.37% | 0.04% |
| Already in the S&P 500 | 80.4% | 95.4% |
| Holdings | 61 | 193 |
IYR in plain words
IYR is an index equity fund tracking the U.S. Real Estate. Over the year to Sep 11, 2026 it returned +4.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 61 positions, with the top ten at 51.5%. It sat 6.1% below its high of Jul 28, 2026 on Sep 11, 2026.
SCHG in plain words
SCHG is an index equity fund tracking the U.S. Large-Cap Growth. Over the year to Sep 11, 2026 it returned +12.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 193 positions, with the top ten at 57.2%.
Questions people ask
- Which returned more over the last year, IYR or SCHG?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and SCHG returned +12.7%, so SCHG returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or SCHG?
- IYR charges 0.37% a year and SCHG charges 0.04%, so SCHG is cheaper. Fees come from each fund's prospectus.
- How much do IYR and SCHG overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 95% of SCHG by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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.
Cite this page. ETFIQ, IYR against SCHG, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-SCHG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources