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ETF comparison

RWR vs SCHH

Both Real Estate.

State Street SPDR Dow Jones REIT ETF · Schwab U.S. REIT ETF

Holdings overlap

Weighted by ISIN/CUSIP
80.3 %

92 positions appear in both funds. Buying equal dollars of RWR and SCHH would leave roughly 80.3% of each dollar exposed to the same underlying securities.

RWR unmatched 18.8% Shared 80.3% SCHH unmatched 19.6%

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.

In RWR only
7 positions
Shared
92 positions
In SCHH only
25 positions

Side by side

RWR

State Street SPDR Dow Jones REIT ETF

State Street · Real Estate

64 composite / 100
Expense ratio
0.25%
Net assets
$1.82B
TTM yield
3.34%
Top-10 conc.
51.4%
SCHH

Schwab U.S. REIT ETF

Schwab · Real Estate

80 composite / 100
Expense ratio
0.070%
Net assets
$11.04B
TTM yield
2.84%
Top-10 conc.
51.6%

Sub-score comparison

75
Cost
93
56
Tax efficiency
57
68
Liquidity
100
41
Concentration
41
—
Tracking quality
—
RWR sub-score SCHH

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHH is 18 bps cheaper than RWR. On a $100,000 position that's about $180/yr more in fees for RWR.

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 RWR vs SCHH.

Top shared holdings

92 shared in total
# Holding In RWR In SCHH Overlap
1 Welltower Inc 10.57% 11.05% 10.57%
2 Prologis Inc 9.15% 8.79% 8.79%
3 Simon Property Group Inc 4.66% 4.59% 4.59%
4 Digital Realty Trust Inc 4.40% 4.54% 4.40%
5 Equinix Inc 4.45% 4.27% 4.27%
6 Realty Income Corp 4.42% 4.02% 4.02%
7 Public Storage 4.36% 3.62% 3.62%
8 Ventas Inc 4.06% 3.12% 3.12%
9 Equity Residential 2.18% 3.35% 2.18%
10 Extra Space Storage Inc 2.88% 2.10% 2.10%
11 Essex Property Trust Inc 1.76% 1.28% 1.28%
12 Kimco Realty Corp 1.61% 1.12% 1.12%

Only in RWR

7 total
  • AvalonBay Communities Inc 2.46%
  • National Storage Affiliates Trust 0.30%
  • Sila Realty Trust Inc 0.16%
  • Service Properties Trust 0.10%
  • Universal Health Realty Income Trust 0.05%
  • Fermi Inc 0.03%
  • NET Lease Office Properties 0.02%

Only in SCHH

25 total
  • American Tower Corp 4.24%
  • Iron Mountain Inc 2.41%
  • Crown Castle Inc 2.34%
  • VICI Properties Inc 1.97%
  • SBA Communications Corp 1.41%
  • Weyerhaeuser Co 1.19%
  • Lamar Advertising Co 0.91%
  • Gaming and Leisure Properties Inc 0.84%
  • Rayonier Inc 0.40%
  • Sabra Health Care REIT Inc 0.36%

Percentages are holdings overlap with the named fund.

Open RWR 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.