Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs SCHH: how they differ
IYR and SCHH hold 87% of their weight in the same names, and SCHH returned more over the year.
iShares U.S. Real Estate ETF and Schwab U.S. REIT ETF.
What they hold in common
By the books each fund has filed, IYR and SCHH hold 87% of their money in the same securities at the same weight.
| Holding | IYR | SCHH |
|---|---|---|
| WELLTOWER INC. | 10.88% | 9.64% |
| PROLOGIS, INC. | 8.77% | 8.97% |
| EQUINIX, INC. | 4.58% | 4.89% |
| SIMON PROPERTY GROUP, INC. | 4.79% | 4.48% |
| DIGITAL REALTY TRUST, INC. | 4.41% | 4.36% |
| REALTY INCOME CORPORATION | 4.29% | 4.00% |
| AMERICAN TOWER CORPORATION | 3.88% | 4.35% |
| PUBLIC STORAGE. | 3.74% | 3.41% |
| VENTAS, INC. | 3.21% | 2.85% |
| IRON MOUNTAIN INCORPORATED | 2.79% | 2.69% |
| CROWN CASTLE INC. | 2.46% | 2.83% |
| EXTRA SPACE STORAGE INC. | 2.28% | 2.18% |
| Only in IYR | Only in SCHH |
|---|---|
| CBRE GROUP, INC. 2.93% | CareTrust REIT Inc 0.65% |
| ANNALY CAPITAL MANAGEMENT, INC. 1.22% | American Healthcare REIT Inc 0.62% |
| JONES LANG LASALLE INCORPORATED 1.07% | Ryman Hospitality Properties Inc 0.52% |
| AGNC INVESTMENT CORP. 0.93% | Terreno Realty Corp 0.49% |
| COSTAR GROUP, INC. 0.86% | Essential Properties Realty Trust Inc 0.46% |
| STARWOOD PROPERTY TRUST, INC. 0.42% | Macerich Co/The 0.44% |
| ZILLOW GROUP, INC. 0.40% | Kite Realty Group Trust 0.42% |
| RITHM CAPITAL CORP. 0.39% | Rayonier Inc 0.41% |
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 | SCHH Schwab U.S. REIT ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | U.S. Real Estate | US REIT |
| Total return, 1 year | +4.7% | +9.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | −7.7 pts |
| Expense ratio | 0.37% | 0.07% |
| Already in the S&P 500 | 80.4% | 74.0% |
| Holdings | 61 | 117 |
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.
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, IYR or SCHH?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and SCHH returned +9.8%, so SCHH returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or SCHH?
- IYR charges 0.37% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.
- How much do IYR and SCHH overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 87% 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 SCHH, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-SCHH Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources