IYR vs SCHH
iShares US Real Estate ETF vs Schwab US REIT ETF
IYR$102.56
iShares US Real Estate ETF
US real estate companies and REITs.
Expense: 0.38%Yield: 2.19%
SCHH$23.44
Schwab US REIT ETF
US REITs at very low cost.
Expense: 0.07%Yield: 2.78%
Quick take
- • SCHH has the lower expense ratio at 0.07% vs 0.38% for IYR.
- • SCHH pays a higher dividend yield (2.78%).
Side-by-side metrics
| Metric | IYR | SCHH |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.38% | 0.07% |
Dividend yield Trailing 12-month yield. | 2.19% | 2.78% |
AUM Assets under management — bigger funds are typically more liquid. | $4.09B | $9.93B |
YTD return | 10.31% | 13.68% |
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. | 1.07 | 1.05 |
P/E ratio | 28.72 | 30.73 |
Last price | $102.56 | $23.44 |
Inception | — | — |
Issuer | iShares | Schwab |
IYR top holdings
Top holdings · IYR
| WELL | Welltower Inc | 10.14% |
| PLD | Prologis Inc | 9.14% |
| EQIX | Equinix Inc | 4.80% |
| DLR | Digital Realty Trust Inc | 4.78% |
| SPG | Simon Property Group Inc | 4.63% |
| AMT | American Tower Corp | 4.31% |
| O | Realty Income Corp | 4.28% |
| PSA | Public Storage | 3.52% |
| VTR | Ventas Inc | 3.08% |
| CBRE | CBRE Group Inc Class A | 3.06% |
Sector breakdown · IYR
Real Estate99.3%
Communication Services0.7%
SCHH top holdings
Top holdings · SCHH
| WELL | Welltower Inc | 10.09% |
| PLD | Prologis Inc | 8.80% |
| EQIX | Equinix Inc | 5.06% |
| DLR | Digital Realty Trust Inc | 4.52% |
| SPG | Simon Property Group Inc | 4.43% |
| AMT | American Tower Corp | 4.20% |
| O | Realty Income Corp | 4.19% |
| PSA | Public Storage | 3.34% |
| VTR | Ventas Inc | 2.99% |
| CCI | Crown Castle Inc | 2.69% |
Sector breakdown · SCHH
Real Estate100.0%
About IYR
IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.1B in assets under management, an expense ratio of 0.38%, a dividend yield of 2.19%. Its largest holding is Welltower Inc (WELL), which represents 10.1% of the portfolio. Real Estate is the fund's largest sector exposure at 99.3%.
About SCHH
SCHH (Schwab US REIT ETF) is US REITs at very low cost. Managed by Schwab, the fund carries $9.9B in assets under management, an expense ratio of 0.07%, a dividend yield of 2.78%. Its largest holding is Welltower Inc (WELL), which represents 10.1% of the portfolio. Real Estate is the fund's largest sector exposure at 100.0%.