IYR vs SCHH: Holdings Overlap
IYRiShares U.S. Real Estate ETF
iShares · 61 holdings · $4.5B · as of 2026-03-31
Schwab · 117 holdings · $11.4B · as of 2026-05-31
Holdings snapshots are 61 days apart (IYR: 2026-03-31, SCHH: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IYR and SCHH?
iShares U.S. Real Estate ETF (IYR, by iShares) holds 61 positions; Schwab U.S. REIT ETF (SCHH, by Schwab) holds 117. They have 52 holdings in common, and by portfolio weight the two funds are 87.1% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 87.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 52IYR holds 61 · SCHH holds 117
- Weight in Shared Holdings
- IYR 90%·SCHH 88%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IYR
9 of 61 positions (9.4% of the fund) are not held by SCHH.
Only in SCHH
65 of 117 positions (11.7% of the fund) are not held by IYR. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYR | SCHH |
|---|---|---|
| Real Estate | 95.9% | 99.8% |
| Financials | 3.0% | 0.0% |
| Communication Services | 0.6% | 0.0% |
| Other Sectors | 0.0% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IYR | +0.2% | +12.4% | +12.0% | +9.2% | +2.1% | +5.3% | 2.16% |
| SCHH | -0.2% | +16.9% | +18.0% | +10.5% | +3.0% | +3.7% | 2.74% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IYR vs SCHH →
Shared Holdings(52)
The top 10 shared positions account for 57% of the overlap, led by WELL, PLD and EQIX.
 WELLWelltower Inc. COM | 9.96% | 9.62% | 9.62% |
|---|---|---|---|
 PLDPrologis Inc. COM | 9.18% | 8.95% | 8.95% |
 EQIXEquinix, Inc. COM | 4.69% | 4.88% | 4.69% |
 SPGSimon Property Group Inc COM | 4.58% | 4.47% | 4.47% |
 DLRDigital Realty Trust Inc. COM | 4.63% | 4.35% | 4.35% |
 AMTAmerican Tower Corporation COM | 4.39% | 4.34% | 4.34% |
 ORealty Income Corporation COM | 4.40% | 4.00% | 4.00% |
 PSAPublic Storage COM | 3.41% | 3.40% | 3.40% |
 VTRVentas Inc. COM | 3.09% | 2.84% | 2.84% |
 CCICrown Castle Inc. COM | 2.82% | 2.82% | 2.82% |
 IRMIron Mountain Inc. COM | 2.40% | 2.69% | 2.40% |
 VICIVICI Properties, Inc., Class A | 2.32% | 2.18% | 2.18% |
 EXRExtra Space Storage Inc. COM | 2.21% | 2.17% | 2.17% |
 AVBAvalonBay Communities, Inc. COM | 1.84% | 1.83% | 1.83% |
 EQREquity Residential SH BEN INT | 1.62% | 1.59% | 1.59% |
 SBACSBA Communications Corp., Class A | 1.46% | 1.53% | 1.46% |
 WYWeyerhaeuser Company COM NEW | 1.40% | 1.25% | 1.25% |
 ESSEssex Property Trust, Inc. COM | 1.24% | 1.25% | 1.24% |
 WPCW. P. Carey Inc COM | 1.19% | 1.16% | 1.16% |
 KIMKimco Realty Corporation COM | 1.21% | 1.15% | 1.15% |
 INVHInvitation Homes Inc. COM | 1.12% | 1.17% | 1.12% |
 MAAMid-America Apartment Communities, Inc. COM | 1.14% | 1.07% | 1.07% |
 SUISun Communities, Inc. COM | 1.17% | 1.02% | 1.02% |
 OHIOmega Healthcare Investors, Inc. COM | 1.03% | 0.98% | 0.98% |
 HSTHost Hotels & Resorts Inc COM | 0.98% | 1.04% | 0.98% |
Frequently Asked Questions
How much do IYR and SCHH overlap?
IYR and SCHH overlap by 87.1% of portfolio weight. They share 52 holdings (IYR holds 61 positions and SCHH holds 117), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYR and SCHH?
The two portfolios are 87.1% identical by weight. Owning both is largely redundant: they are close to the same portfolio, so a second position mostly duplicates the first.
What are the biggest shared holdings of IYR and SCHH?
The largest positions held by both funds are WELL, PLD, EQIX, SPG and DLR. Together the top 10 shared positions account for 57% of the total overlap.
What does IYR own that SCHH doesn't?
9 positions (9.4% of IYR) are unique to IYR, led by CBRE, CSGP and NLY. In the other direction, 65 positions (11.7% of SCHH) are unique to SCHH.