IWB vs SCHH

iShares Russell 1000 ETF vs Schwab US REIT ETF

Quick take
  • SCHH has the lower expense ratio at 0.07% vs 0.15% for IWB.
  • SCHH pays a higher dividend yield (2.79%).

Side-by-side metrics

MetricIWBSCHH
Expense ratio
Annual fee. Lower is better.
0.15%0.07%
Dividend yield
Trailing 12-month yield.
0.92%2.79%
AUM
Assets under management — bigger funds are typically more liquid.
$48.33B$11.13B
YTD return
9.81%15.26%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.010.98
P/E ratio
26.6730.26
Last price
$411.61$23.80
Inception
Issuer
iSharesSchwab

IWB top holdings

Top holdings · IWB
NVDANVIDIA Corp6.72%
AAPLApple Inc6.03%
MSFTMicrosoft Corp3.99%
AMZNAmazon.com Inc3.33%
GOOGLAlphabet Inc Class A3.00%
AVGOBroadcom Inc2.53%
GOOGAlphabet Inc Class C2.42%
MUMicron Technology Inc1.87%
METAMeta Platforms Inc Class A1.78%
TSLATesla Inc1.77%
Sector breakdown · IWB
Real Estate2.1%
Consumer Cyclical9.6%
Basic Materials1.9%
Consumer Defensive4.4%
Technology36.6%
Communication Services9.6%
Financial Services11.7%
Utilities2.2%
Industrials9.7%
Energy3.0%
Healthcare9.1%

SCHH top holdings

Top holdings · SCHH
WELLWelltower Inc10.35%
PLDPrologis Inc8.34%
SPGSimon Property Group Inc4.78%
EQIXEquinix Inc4.30%
DLRDigital Realty Trust Inc4.30%
ORealty Income Corp4.02%
AMTAmerican Tower Corp3.95%
PSAPublic Storage3.50%
VTRVentas Inc2.97%
IRMIron Mountain Inc2.64%
Sector breakdown · SCHH
Real Estate100.0%

About IWB

IWB (iShares Russell 1000 ETF) is Largest 1,000 US stocks. Managed by iShares, the fund carries $48.3B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.92%. Its largest holding is NVIDIA Corp (NVDA), which represents 6.7% of the portfolio. Real Estate is the fund's largest sector exposure at 2.1%.

About SCHH

SCHH (Schwab US REIT ETF) is US REITs at very low cost. Managed by Schwab, the fund carries $11.1B in assets under management, an expense ratio of 0.07%, a dividend yield of 2.79%. Its largest holding is Welltower Inc (WELL), which represents 10.3% of the portfolio. Real Estate is the fund's largest sector exposure at 100.0%.