Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs SCHX: how they differ
IYR and SCHX hold 2% of their weight in the same names, and SCHX returned more over the year.
iShares U.S. Real Estate ETF and Schwab U.S. Large-Cap ETF.
What they hold in common
By the books each fund has filed, IYR and SCHX hold 2% of their money in the same securities at the same weight.
| Holding | IYR | SCHX |
|---|---|---|
| WELLTOWER INC. | 10.88% | 0.21% |
| PROLOGIS, INC. | 8.77% | 0.20% |
| EQUINIX, INC. | 4.58% | 0.15% |
| AMERICAN TOWER CORPORATION | 3.88% | 0.13% |
| SIMON PROPERTY GROUP, INC. | 4.79% | 0.10% |
| DIGITAL REALTY TRUST, INC. | 4.41% | 0.09% |
| REALTY INCOME CORPORATION | 4.29% | 0.08% |
| PUBLIC STORAGE. | 3.74% | 0.07% |
| CROWN CASTLE INC. | 2.46% | 0.06% |
| VENTAS, INC. | 3.21% | 0.06% |
| IRON MOUNTAIN INCORPORATED | 2.79% | 0.06% |
| CBRE GROUP, INC. | 2.93% | 0.05% |
| Only in IYR | Only in SCHX |
|---|---|
| BRIXMOR PROPERTY GROUP INC. 0.72% | NVIDIA Corp 7.51% |
| AGREE REALTY CORPORATION 0.68% | Apple Inc 6.71% |
| FIRST INDUSTRIAL REALTY TRUST, INC. 0.60% | Microsoft Corp 4.89% |
| STAG INDUSTRIAL, INC. 0.54% | Amazon.com Inc 3.87% |
| HEALTHCARE REALTY TRUST INCORPORATED 0.52% | Alphabet Inc 3.24% |
| VORNADO REALTY TRUST 0.46% | Broadcom Inc 3.10% |
| RITHM CAPITAL CORP. 0.39% | Alphabet Inc 2.58% |
| COUSINS PROPERTIES INCORPORATED 0.37% | Meta Platforms Inc 2.02% |
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 | SCHX Schwab U.S. Large-Cap ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | U.S. Real Estate | U.S. Large-Cap |
| Total return, 1 year | +4.7% | +16.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | −0.7 pts |
| Expense ratio | 0.37% | 0.03% |
| Already in the S&P 500 | 80.4% | 94.9% |
| Holdings | 61 | 748 |
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.
SCHX in plain words
SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% 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 748 positions, with the top ten at 37.3%.
Questions people ask
- Which returned more over the last year, IYR or SCHX?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and SCHX returned +16.8%, so SCHX returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or SCHX?
- IYR charges 0.37% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do IYR and SCHX overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 95% of SCHX by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.
Other comparisons
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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 SCHX, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-SCHX Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources