SCHH vs VO

Schwab US REIT ETF vs Vanguard Mid-Cap ETF

Quick take
  • • VO has the lower expense ratio at 0.03% vs 0.07% for SCHH.
  • • SCHH pays a higher dividend yield (2.94%).

Side-by-side metrics

MetricSCHHVO
Expense ratio
Annual fee. Lower is better.
0.07%0.03%
Dividend yield
Trailing 12-month yield.
2.94%1.35%
AUM
Assets under management — bigger funds are typically more liquid.
$11.04B$222.43B
YTD return
16.54%13.60%
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.
0.910.91
P/E ratio
29.9922.16
Last price
$23.75$82.60
Inception
——
Issuer
SchwabVanguard

SCHH top holdings

Top holdings · SCHH
WELLWelltower Inc9.99%
PLDPrologis Inc8.30%
AMTAmerican Tower Corp4.97%
SPGSimon Property Group Inc4.74%
EQIXEquinix Inc4.55%
DLRDigital Realty Trust Inc4.50%
PSAPublic Storage3.92%
ORealty Income Corp3.86%
VMRKVivmark Residential3.20%
VTRVentas Inc3.12%
Sector breakdown · SCHH
Real Estate100.0%

VO top holdings

Top holdings · VO
NETCloudflare Inc1.11%
VLOValero Energy Corp1.10%
MPCMarathon Petroleum Corp1.10%
PSXPhillips 661.01%
PWRQuanta Services Inc0.95%
VRTVertiv Holdings Co Class A0.92%
DDOGDatadog Inc Class A0.91%
HWMHowmet Aerospace Inc0.89%
HOODRobinhood Markets Inc Class A0.88%
LITELumentum Holdings Inc0.86%
Sector breakdown · VO
Real Estate4.8%
Consumer Cyclical8.7%
Basic Materials4.1%
Consumer Defensive4.8%
Technology17.6%
Communication Services2.1%
Financial Services13.8%
Utilities7.7%
Industrials18.5%
Energy8.6%
Healthcare9.3%

About SCHH

SCHH (Schwab US REIT ETF) is US REITs at very low cost. Managed by Schwab, the fund carries $11.0B in assets under management, an expense ratio of 0.07%, a dividend yield of 2.94%. Its largest holding is Welltower Inc (WELL), which represents 10.0% of the portfolio. Real Estate is the fund's largest sector exposure at 100.0%.

About VO

VO (Vanguard Mid-Cap ETF) is US mid-cap stocks across sectors. Managed by Vanguard, the fund carries $222.4B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.35%. Its largest holding is Cloudflare Inc (NET), which represents 1.1% of the portfolio. Real Estate is the fund's largest sector exposure at 4.8%.