ETF comparison

REZ vs SCHH

Both Real Estate.

iShares Residential and Multisector Real Estate ETF · Schwab U.S. REIT ETF

Holdings overlap

Weighted by ISIN/CUSIP
36.1 %

35 positions appear in both funds. Buying equal dollars of REZ and SCHH would leave roughly 36.1% of each dollar exposed to the same underlying securities.

REZ only 63.3% Shared 36.1% SCHH only 63.8%
In REZ only
3 positions
Shared
35 positions
In SCHH only
82 positions

Side by side

REZ

iShares Residential and Multisector Real Estate ETF

iShares · Real Estate

49 composite / 100
Expense ratio
0.48%
Net assets
$874.7M
TTM yield
1.98%
Top-10 conc.
68.0%
SCHH

Schwab U.S. REIT ETF

Schwab · Real Estate

80 composite / 100
Expense ratio
0.070%
Net assets
$11.13B
TTM yield
2.75%
Top-10 conc.
50.8%

Sub-score comparison

52
Cost
93
59
Tax efficiency
57
54
Liquidity
100
17
Concentration
42
Tracking quality
REZ sub-score SCHH

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

35 shared in total
# Holding In REZ In SCHH Overlap
1 Welltower Inc. 23.17% 9.49% 9.49%
2 Public Storage 8.59% 3.45% 3.45%
3 Ventas Inc. 7.68% 2.88% 2.88%
4 EXTRA SPACE STORAGE INC 5.54% 2.28% 2.28%
5 AvalonBay Communities, Inc. 4.40% 1.78% 1.78%
6 Equity Residential 4.52% 1.56% 1.56%
7 Essex Property Trust, Inc. 3.60% 1.17% 1.17%
8 Sun Communities, Inc. 3.60% 1.13% 1.13%
9 Mid-America Apartment Communities, Inc. 3.32% 1.11% 1.11%
10 INVITATION HOMES INC 3.55% 1.06% 1.06%
11 Omega Healthcare Investors, Inc. 3.02% 1.01% 1.01%
12 Equity Lifestyle Properties Inc 2.80% 0.92% 0.92%

Only in REZ

3 total
  • Diversified Healthcare Trust 0.34%
  • Universal Health Realty Income Trust 0.12%
  • BRT APARTMENT CORP 0.03%

Only in SCHH

82 total
  • Prologis Inc 9.08%
  • Equinix Inc 5.53%
  • Simon Property Group Inc 4.65%
  • American Tower Corp 4.53%
  • Realty Income Corp 4.38%
  • Digital Realty Trust Inc 4.07%
  • Crown Castle Inc 2.77%
  • VICI Properties Inc 2.29%
  • Iron Mountain Inc 2.28%
  • SBA Communications Corp 1.52%

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.