IYR vs SCHD
iShares US Real Estate ETF vs Schwab US Dividend Equity ETF
- • SCHD has the lower expense ratio at 0.06% vs 0.38% for IYR.
- • SCHD pays a higher dividend yield (3.30%).
Side-by-side metrics
| Metric | IYR | SCHD |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.38% | 0.06% |
Dividend yield Trailing 12-month yield. | 2.21% | 3.30% |
AUM Assets under management — bigger funds are typically more liquid. | $4.67B | $95.73B |
YTD return | 10.33% | 19.84% |
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. | 0.99 | 0.58 |
P/E ratio | 28.34 | 18.61 |
Last price | $103.00 | $32.26 |
Inception | — | — |
Issuer | iShares | Schwab |
IYR top holdings
| WELL | Welltower Inc | 10.83% |
| PLD | Prologis Inc | 8.73% |
| SPG | Simon Property Group Inc | 4.77% |
| EQIX | Equinix Inc | 4.55% |
| DLR | Digital Realty Trust Inc | 4.38% |
| O | Realty Income Corp | 4.27% |
| AMT | American Tower Corp | 3.85% |
| PSA | Public Storage | 3.72% |
| VTR | Ventas Inc | 3.19% |
| CBRE | CBRE Group Inc Class A | 2.92% |
SCHD top holdings
| MRK | Merck & Co Inc | 4.52% |
| HD | The Home Depot Inc | 4.49% |
| UNH | UnitedHealth Group Inc | 4.46% |
| AMGN | Amgen Inc | 4.27% |
| ABT | Abbott Laboratories | 4.27% |
| PG | Procter & Gamble Co | 4.25% |
| KO | Coca-Cola Co | 4.21% |
| PEP | PepsiCo Inc | 3.90% |
| VZ | Verizon Communications Inc | 3.79% |
| TXN | Texas Instruments Inc | 3.71% |
About IYR
IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.7B in assets under management, an expense ratio of 0.38%, a dividend yield of 2.21%. Its largest holding is Welltower Inc (WELL), which represents 10.8% of the portfolio. Real Estate is the fund's largest sector exposure at 99.5%.
About SCHD
SCHD (Schwab US Dividend Equity ETF) is High-quality US dividend-paying stocks. Managed by Schwab, the fund carries $95.7B in assets under management, an expense ratio of 0.06%, a dividend yield of 3.30%. Its largest holding is Merck & Co Inc (MRK), which represents 4.5% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 7.7%.