ETF comparison
REZ vs SCHH
Both Real Estate.
iShares Residential and Multisector Real Estate ETF · Schwab U.S. REIT ETF
Holdings overlap
34 positions appear in both funds. Buying equal dollars of REZ and SCHH would leave roughly 37.7% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
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 41 bps cheaper than REZ. On a $100,000 position that's about $410/yr more in fees for REZ.
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 REZ vs SCHH.
Top shared holdings
34 shared in total| # | Holding | In REZ | In SCHH | Overlap |
|---|---|---|---|---|
| 1 | WELLTOWER INC | 23.52% | 11.05% | 11.05% |
| 2 | PUBLIC STORAGE | 9.05% | 3.62% | 3.62% |
| 3 | EQUITY RESIDENTIAL | 4.27% | 3.35% | 3.35% |
| 4 | VENTAS INC | 7.74% | 3.12% | 3.12% |
| 5 | EXTRA SPACE STORAGE INC | 5.48% | 2.10% | 2.10% |
| 6 | ESSEX PROPERTY TRUST INC | 3.83% | 1.28% | 1.28% |
| 7 | INVITATION HOMES INC | 3.67% | 1.12% | 1.12% |
| 8 | MID-AMERICA APARTMENT COMMUNITIES INC | 3.30% | 1.05% | 1.05% |
| 9 | HEALTHPEAK PROPERTIES INC | 3.04% | 1.01% | 1.01% |
| 10 | SUN COMMUNITIES INC | 3.00% | 0.99% | 0.99% |
| 11 | OMEGA HEALTHCARE INVESTORS INC | 2.91% | 0.96% | 0.96% |
| 12 | EQUITY LIFESTYLE PROPERTIES INC | 2.55% | 0.87% | 0.87% |
Only in REZ
5 total- AVALONBAY COMMUNITIES INC 4.26%
- NATIONAL STORAGE AFFILIATES TRUST 0.65%
- SILA REALTY TRUST INC 0.34%
- UNIVERSAL HEALTH REALTY INCOME TRUST 0.11%
- BRT APARTMENT CORP 0.03%
Only in SCHH
83 total- Prologis Inc 8.79%
- Simon Property Group Inc 4.59%
- Digital Realty Trust Inc 4.54%
- Equinix Inc 4.27%
- American Tower Corp 4.24%
- Realty Income Corp 4.02%
- Iron Mountain Inc 2.41%
- Crown Castle Inc 2.34%
- VICI Properties Inc 1.97%
- SBA Communications Corp 1.41%
Related comparisons
More comparisons with REZ
- REZ vs IYR · iShares U.S. Real Estate ETF 36.2%
- REZ vs FREL · Fidelity MSCI Real Estate Index ETF 33.8%
- REZ vs VNQ · Vanguard Real Estate Index Fund ETF Shares 28.6%
- REZ vs RWR · State Street SPDR Dow Jones REIT ETF 46.0%
- REZ vs USRT · iShares Core U.S. REIT ETF 40.8%
- REZ vs XLRE · State Street Real Estate Select Sector SPDR ETF 38.4%
More comparisons with SCHH
- SCHH vs FREL · Fidelity MSCI Real Estate Index ETF 89.8%
- SCHH vs USRT · iShares Core U.S. REIT ETF 85.4%
- SCHH vs IYR · iShares U.S. Real Estate ETF 85.3%
- SCHH vs RWR · State Street SPDR Dow Jones REIT ETF 80.3%
- SCHH vs VNQ · Vanguard Real Estate Index Fund ETF Shares 77.3%
- SCHH vs XLRE · State Street Real Estate Select Sector SPDR ETF 72.8%
Percentages are holdings overlap with the named fund.
Open REZ 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.