Skip to main content

ETF comparison

SCHH vs XLRE

Both Real Estate.

Schwab U.S. REIT ETF · State Street Real Estate Select Sector SPDR ETF

Holdings overlap

Weighted by ISIN/CUSIP
72.8 %

28 positions appear in both funds. Buying equal dollars of SCHH and XLRE would leave roughly 72.8% of each dollar exposed to the same underlying securities.

SCHH unmatched 27.1% Shared 72.8% XLRE unmatched 26.7%

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 SCHH only
89 positions
Shared
28 positions
In XLRE only
3 positions

Side by side

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%
XLRE

State Street Real Estate Select Sector SPDR ETF

State Street · Real Estate

77 composite / 100
Expense ratio
0.080%
Net assets
$8.21B
TTM yield
3.24%
Top-10 conc.
59.1%

Sub-score comparison

93
Cost
92
57
Tax efficiency
57
100
Liquidity
96
41
Concentration
30
—
Tracking quality
—
SCHH sub-score XLRE

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

Cost difference

SCHH is 1 bps cheaper than XLRE. On a $100,000 position that's about $10/yr more in fees for XLRE.

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 SCHH vs XLRE.

Top shared holdings

28 shared in total
# Holding In SCHH In XLRE Overlap
1 Welltower Inc 11.05% 11.01% 11.01%
2 Prologis Inc 8.79% 8.68% 8.68%
3 Simon Property Group Inc 4.59% 4.98% 4.59%
4 Digital Realty Trust Inc 4.54% 4.53% 4.53%
5 Equinix Inc 4.27% 7.06% 4.27%
6 American Tower Corp 4.24% 5.23% 4.24%
7 Realty Income Corp 4.02% 4.55% 4.02%
8 Public Storage 3.62% 4.48% 3.62%
9 Ventas Inc 3.12% 4.47% 3.12%
10 Iron Mountain Inc 2.41% 3.89% 2.41%
11 Vivmark Residential 3.35% 2.40% 2.40%
12 Crown Castle Inc 2.34% 3.42% 2.34%

Only in SCHH

89 total
  • WP Carey Inc 1.10%
  • Sun Communities Inc 0.99%
  • Omega Healthcare Investors Inc 0.96%
  • Lamar Advertising Co 0.91%
  • Equity LifeStyle Properties Inc 0.87%
  • Gaming and Leisure Properties Inc 0.84%
  • EastGroup Properties Inc 0.75%
  • American Healthcare REIT Inc 0.75%
  • American Homes 4 Rent 0.74%
  • CareTrust REIT Inc 0.65%

Only in XLRE

3 total
  • CBRE Group Inc 4.08%
  • AvalonBay Communities Inc 2.71%
  • CoStar Group Inc 1.20%

Percentages are holdings overlap with the named fund.

Open SCHH or XLRE 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.