SCHH vs SMH

Schwab US REIT ETF vs VanEck Semiconductor ETF

Quick take
  • SCHH has the lower expense ratio at 0.07% vs 0.35% for SMH.
  • SCHH pays a higher dividend yield (2.78%).

Side-by-side metrics

MetricSCHHSMH
Expense ratio
Annual fee. Lower is better.
0.07%0.35%
Dividend yield
Trailing 12-month yield.
2.78%0.22%
AUM
Assets under management — bigger funds are typically more liquid.
$9.93B$58.79B
YTD return
13.68%52.66%
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.
1.051.82
P/E ratio
30.7344.45
Last price
$23.44$540.10
Inception
Issuer
SchwabVanEck

SCHH top holdings

Top holdings · SCHH
WELLWelltower Inc10.09%
PLDPrologis Inc8.80%
EQIXEquinix Inc5.06%
DLRDigital Realty Trust Inc4.52%
SPGSimon Property Group Inc4.43%
AMTAmerican Tower Corp4.20%
ORealty Income Corp4.19%
PSAPublic Storage3.34%
VTRVentas Inc2.99%
CCICrown Castle Inc2.69%
Sector breakdown · SCHH
Real Estate100.0%

SMH top holdings

Top holdings · SMH
NVDANVIDIA Corp18.09%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR10.59%
AVGOBroadcom Inc7.83%
INTCIntel Corp7.14%
AMDAdvanced Micro Devices Inc5.95%
MUMicron Technology Inc4.98%
TXNTexas Instruments Inc4.90%
KLACKLA Corp4.49%
ADIAnalog Devices Inc4.41%
LRCXLam Research Corp4.11%
Sector breakdown · SMH
Technology100.0%

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%.

About SMH

SMH (VanEck Semiconductor ETF) is 25 largest semiconductor companies. Managed by VanEck, the fund carries $58.8B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.22%. Its largest holding is NVIDIA Corp (NVDA), which represents 18.1% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.