SCHH vs XLY

Schwab US REIT ETF vs Consumer Discretionary Select Sector SPDR

Quick take
  • SCHH has the lower expense ratio at 0.07% vs 0.08% for XLY.
  • SCHH pays a higher dividend yield (2.79%).

Side-by-side metrics

MetricSCHHXLY
Expense ratio
Annual fee. Lower is better.
0.07%0.08%
Dividend yield
Trailing 12-month yield.
2.79%0.77%
AUM
Assets under management — bigger funds are typically more liquid.
$11.13B$22.59B
YTD return
15.26%-3.06%
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.
0.981.13
P/E ratio
30.4029.76
Last price
$23.91$116.58
Inception
Issuer
SchwabState Street

SCHH top holdings

Top holdings · SCHH
WELLWelltower Inc10.35%
PLDPrologis Inc8.34%
SPGSimon Property Group Inc4.78%
EQIXEquinix Inc4.30%
DLRDigital Realty Trust Inc4.30%
ORealty Income Corp4.02%
AMTAmerican Tower Corp3.95%
PSAPublic Storage3.50%
VTRVentas Inc2.97%
IRMIron Mountain Inc2.64%
Sector breakdown · SCHH
Real Estate100.0%

XLY top holdings

Top holdings · XLY
AMZNAmazon.com Inc22.20%
TSLATesla Inc19.62%
HDThe Home Depot Inc5.82%
MCDMcDonald's Corp4.15%
TJXTJX Companies Inc3.92%
BKNGBooking Holdings Inc3.43%
LOWLowe's Companies Inc3.07%
SBUXStarbucks Corp2.90%
MARMarriott International Inc Class A2.02%
RCLRoyal Caribbean Group1.97%
Sector breakdown · XLY
Consumer Cyclical99.0%
Technology1.0%

About SCHH

SCHH (Schwab US REIT ETF) is US REITs at very low cost. Managed by Schwab, the fund carries $11.1B in assets under management, an expense ratio of 0.07%, a dividend yield of 2.79%. Its largest holding is Welltower Inc (WELL), which represents 10.3% of the portfolio. Real Estate is the fund's largest sector exposure at 100.0%.

About XLY

XLY (Consumer Discretionary Select Sector SPDR) is S&P 500 consumer discretionary sector. Managed by State Street, the fund carries $22.6B in assets under management, an expense ratio of 0.08%, a dividend yield of 0.77%. Its largest holding is Amazon.com Inc (AMZN), which represents 22.2% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 99.0%.