IYR vs SCHD

iShares US Real Estate ETF vs Schwab US Dividend Equity ETF

Quick take
  • 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

MetricIYRSCHD
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.
0.990.58
P/E ratio
28.3418.61
Last price
$103.00$32.26
Inception
Issuer
iSharesSchwab

IYR top holdings

Top holdings · IYR
WELLWelltower Inc10.83%
PLDPrologis Inc8.73%
SPGSimon Property Group Inc4.77%
EQIXEquinix Inc4.55%
DLRDigital Realty Trust Inc4.38%
ORealty Income Corp4.27%
AMTAmerican Tower Corp3.85%
PSAPublic Storage3.72%
VTRVentas Inc3.19%
CBRECBRE Group Inc Class A2.92%
Sector breakdown · IYR
Real Estate99.5%
Communication Services0.5%

SCHD top holdings

Top holdings · SCHD
MRKMerck & Co Inc4.52%
HDThe Home Depot Inc4.49%
UNHUnitedHealth Group Inc4.46%
AMGNAmgen Inc4.27%
ABTAbbott Laboratories4.27%
PGProcter & Gamble Co4.25%
KOCoca-Cola Co4.21%
PEPPepsiCo Inc3.90%
VZVerizon Communications Inc3.79%
TXNTexas Instruments Inc3.71%
Sector breakdown · SCHD
Consumer Cyclical7.7%
Consumer Defensive20.6%
Technology12.7%
Communication Services6.2%
Financial Services9.9%
Utilities0.1%
Industrials7.8%
Energy14.1%
Healthcare20.8%

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%.