Category

Real Estate

REIT funds — equity stakes in real-estate operating companies. Tax-inefficient in a taxable account because REIT distributions are mostly ordinary income (the 199A deduction recovers some of it but not all).

8 funds in the catalog. Scored using methodology v0.5.1. · Read the guide

Top score

SCHH 80 / 100

Schwab U.S. REIT ETF

Cheapest

SCHH 0.070%

Schwab U.S. REIT ETF

Largest by AUM

VNQ $71.35B

Vanguard Real Estate Index Fund ETF Shares

All Real Estate funds

Score Ticker Name AUM
80 SCHH Schwab U.S. REIT ETF $11.13B
77 XLRE State Street Real Estate Select Sector SPDR ETF $8.10B
76 VNQ Vanguard Real Estate Index Fund ETF Shares $71.35B
76 USRT iShares Core U.S. REIT ETF $4.36B
71 FREL Fidelity MSCI Real Estate Index ETF $1.45B
64 RWR State Street SPDR Dow Jones REIT ETF $1.84B
64 IYR iShares U.S. Real Estate ETF $4.67B
49 REZ iShares Residential and Multisector Real Estate ETF $874.7M

Compare within Real Estate

Run a side-by-side on any pair of Real Estate funds — holdings overlap, cost difference, score breakdown. Start with the compare hub or jump directly to a fund page and use the picker.

Methodology v0.5.1. See /methodology/ for every threshold and weight used to score these funds.