Which returned more over the last year, SCHH or VBR?

In the year to Sep 12, 2026, with distributions reinvested, SCHH returned +9.8% and VBR returned +16.3%, so VBR returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SCHH or VBR?

SCHH charges 0.07% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.

How much do SCHH and VBR overlap with the S&P 500?

By their latest filed holdings, 74% of SCHH and 30% of VBR 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.

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

ETFIQetfiq.com · independent ETF data

SCHH vs VBR: how they differ

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

Schwab U.S. REIT ETF and Vanguard Small-Cap Value Index Fund.

What they hold in common

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

Positions SCHH and VBR both hold, largest shared weight first
Holding	SCHH	VBR
Essex Property Trust Inc	1.25%	0.40%
Invitation Homes Inc	1.17%	0.39%
Kimco Realty Corp	1.15%	0.37%
Host Hotels & Resorts Inc	1.04%	0.35%
Mid-America Apartment Communities Inc	1.07%	0.35%
WP Carey Inc	1.16%	0.34%
Healthpeak Properties Inc	0.94%	0.32%
Regency Centers Corp	0.90%	0.31%
Omega Healthcare Investors Inc	0.98%	0.30%
Gaming and Leisure Properties Inc	0.94%	0.26%
Camden Property Trust	0.78%	0.25%
EastGroup Properties Inc	0.76%	0.23%

Largest positions each one holds and the other does not
Only in SCHH	Only in VBR
Welltower Inc 9.64%	Jabil Inc 0.87%
Prologis Inc 8.97%	NRG Energy Inc 0.66%
Equinix Inc 4.89%	Tapestry Inc 0.64%
Simon Property Group Inc 4.48%	Atmos Energy Corp 0.62%
Digital Realty Trust Inc 4.36%	Williams-Sonoma Inc 0.59%
American Tower Corp 4.35%	Moderna Inc 0.54%
Realty Income Corp 4.00%	Smurfit Westrock PLC 0.52%
Public Storage 3.41%	F5 Inc 0.50%

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.

SCHH and VBR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	SCHH Schwab U.S. REIT ETF	VBR Vanguard Small-Cap Value Index Fund
Where it sits	Core index fund	Core index fund
Issuer	Schwab	Vanguard
What it is	US REIT	Small-Cap Value
Total return, 1 year	+9.8%	+16.3%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−7.7 pts	−1.2 pts
Expense ratio	0.07%	0.05%
Already in the S&P 500	74.0%	30.5%
Holdings	117	840

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.

VBR in plain words

VBR is an index equity fund tracking the Small-Cap Value. Over the year to Sep 11, 2026 it returned +16.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 840 positions, with the top ten at 5.9%. It sat 3.8% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, SCHH or VBR?: In the year to Sep 12, 2026, with distributions reinvested, SCHH returned +9.8% and VBR returned +16.3%, so VBR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SCHH or VBR?: SCHH charges 0.07% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.
How much do SCHH and VBR overlap with the S&P 500?: By their latest filed holdings, 74% of SCHH and 30% of VBR 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.

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

A comparison is not a recommendation. Standards and sources