ETF comparison
IYR vs SCHH
Both Real Estate.
Holdings overlap
52 positions appear in both funds. Buying equal dollars of IYR and SCHH would leave roughly 87.3% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHH is 31 bps cheaper than IYR. On a $100,000 position that's about $310/yr more in fees for IYR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IYR vs SCHH.
Top shared holdings
52 shared in total| # | Holding | In IYR | In SCHH | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC. | 9.96% | 9.49% | 9.49% |
| 2 | PROLOGIS, INC. | 9.18% | 9.08% | 9.08% |
| 3 | EQUINIX, INC. | 4.69% | 5.53% | 4.69% |
| 4 | SIMON PROPERTY GROUP, INC. | 4.58% | 4.65% | 4.58% |
| 5 | AMERICAN TOWER CORPORATION | 4.39% | 4.53% | 4.39% |
| 6 | REALTY INCOME CORPORATION | 4.40% | 4.38% | 4.38% |
| 7 | DIGITAL REALTY TRUST, INC. | 4.63% | 4.07% | 4.07% |
| 8 | PUBLIC STORAGE. | 3.41% | 3.45% | 3.41% |
| 9 | VENTAS, INC. | 3.09% | 2.88% | 2.88% |
| 10 | CROWN CASTLE INC. | 2.82% | 2.77% | 2.77% |
| 11 | VICI PROPERTIES INC. | 2.32% | 2.29% | 2.29% |
| 12 | IRON MOUNTAIN INCORPORATED | 2.40% | 2.28% | 2.28% |
Only in IYR
9 total- CBRE GROUP, INC. 3.13%
- COSTAR GROUP, INC. 1.36%
- ANNALY CAPITAL MANAGEMENT, INC. 1.21%
- JONES LANG LASALLE INCORPORATED 1.14%
- AGNC INVESTMENT CORP. 0.88%
- ZILLOW GROUP, INC. 0.58%
- STARWOOD PROPERTY TRUST, INC. 0.48%
- RITHM CAPITAL CORP. 0.42%
- ZILLOW GROUP, INC. 0.15%
Only in SCHH
65 total- American Healthcare REIT Inc 0.66%
- CareTrust REIT Inc 0.64%
- Terreno Realty Corp 0.49%
- Essential Properties Realty Trust Inc 0.48%
- Ryman Hospitality Properties Inc 0.44%
- Rayonier Inc 0.42%
- Kite Realty Group Trust 0.40%
- Macerich Co/The 0.37%
- Phillips Edison & Co Inc 0.35%
- EPR Properties 0.32%
Open IYR or SCHH at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.