Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
SCHH vs SCHX: how they differ
SCHH and SCHX hold 2% of their weight in the same names, and SCHX returned more over the year.
Schwab U.S. REIT ETF and Schwab U.S. Large-Cap ETF.
What they hold in common
By the books each fund has filed, SCHH and SCHX hold 2% of their money in the same securities at the same weight.
| Holding | SCHH | SCHX |
|---|---|---|
| Welltower Inc | 9.64% | 0.21% |
| Prologis Inc | 8.97% | 0.20% |
| Equinix Inc | 4.89% | 0.15% |
| American Tower Corp | 4.35% | 0.13% |
| Simon Property Group Inc | 4.48% | 0.10% |
| Digital Realty Trust Inc | 4.36% | 0.09% |
| Realty Income Corp | 4.00% | 0.08% |
| Public Storage | 3.41% | 0.07% |
| Crown Castle Inc | 2.83% | 0.06% |
| Ventas Inc | 2.85% | 0.06% |
| Iron Mountain Inc | 2.69% | 0.06% |
| Extra Space Storage Inc | 2.18% | 0.04% |
| Only in SCHH | Only in SCHX |
|---|---|
| Brixmor Property Group Inc 0.67% | NVIDIA Corp 7.51% |
| CareTrust REIT Inc 0.65% | Apple Inc 6.71% |
| Agree Realty Corp 0.63% | Microsoft Corp 4.89% |
| American Healthcare REIT Inc 0.62% | Amazon.com Inc 3.87% |
| First Industrial Realty Trust Inc 0.58% | Alphabet Inc 3.24% |
| Ryman Hospitality Properties Inc 0.52% | Broadcom Inc 3.10% |
| STAG Industrial Inc 0.51% | Alphabet Inc 2.58% |
| Healthcare Realty Trust Inc 0.49% | 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 May 31, 2026.
| SCHH Schwab U.S. REIT ETF | SCHX Schwab U.S. Large-Cap ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Schwab | Schwab |
| What it is | US REIT | U.S. Large-Cap |
| Total return, 1 year | +9.8% | +16.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −7.7 pts | −0.7 pts |
| Expense ratio | 0.07% | 0.03% |
| Already in the S&P 500 | 74.0% | 94.9% |
| Holdings | 117 | 748 |
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.
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, SCHH or SCHX?
- In the year to Sep 12, 2026, with distributions reinvested, SCHH returned +9.8% and SCHX returned +16.8%, so SCHX returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, SCHH or SCHX?
- SCHH charges 0.07% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do SCHH and SCHX overlap with the S&P 500?
- By their latest filed holdings, 74% of SCHH 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.
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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, SCHH against SCHX, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHH-SCHX Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources