REET vs SCHC: Holdings Overlap
iShares · 347 holdings · $5.1B · as of 2026-04-30
SCHCSchwab International Small-Cap Equity ETF
Schwab · 2230 holdings · $5.5B · as of 2026-05-31
Holdings snapshots are 31 days apart (REET: 2026-04-30, SCHC: 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 REET and SCHC?
iShares Global REIT ETF (REET, by iShares) holds 347 positions; Schwab International Small-Cap Equity ETF (SCHC, by Schwab) holds 2230. They have 110 holdings in common, and by portfolio weight the two funds are 5.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 110REET holds 347 · SCHC holds 2230
- Weight in Shared Holdings
- REET 8%·SCHC 5%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 REET
237 of 347 positions (91.4% of the fund) are not held by SCHC. Showing the top 30 by weight.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| REET | +0.4% | +14.5% | +17.8% | +10.2% | +2.7% | +4.0% | 3.29% |
| SCHC | +4.9% | +11.6% | +20.4% | +17.4% | +6.7% | +8.3% | 3.32% |
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 REET vs SCHC →
Shared Holdings(110)
The top 10 shared positions account for 30% of the overlap, led by AED, LMP and BBOX.
 AEDAedifica SA | 0.39% | 0.26% | 0.26% |
|---|---|---|---|
 LMPLondonMetric Property PLC | 0.32% | 0.21% | 0.21% |
 BBOXTritax Big Box REIT PLC | 0.28% | 0.18% | 0.18% |
 REI-URioCan Real Estate Investment Trust | 0.26% | 0.18% | 0.18% |
 GRT-UGranite Real Estate Investment Trust | 0.23% | 0.16% | 0.16% |
 CAR-UCanadian Apartment Properties REIT | 0.23% | 0.15% | 0.15% |
 FCR-UFirst Capital Real Estate Investment Trust | 0.20% | 0.13% | 0.13% |
 UTGUNITE Group PLC/The | 0.17% | 0.12% | 0.12% |
 CHP-UChoice Properties Real Estate Investment Trust | 0.17% | 0.12% | 0.12% |
 PHPPrimary Health Properties PLC | 0.18% | 0.12% | 0.12% |
 DIR-UDream Industrial Real Estate Investment Trust | 0.16% | 0.11% | 0.11% |
 SRU-USmartCentres Real Estate Investment Trust | 0.15% | 0.10% | 0.10% |
 DLNDerwent London PLC | 0.14% | 0.10% | 0.10% |
 SHCShaftesbury Capital PLC | 0.15% | 0.10% | 0.10% |
 COLColonial SFL Socimi SA | 0.14% | 0.09% | 0.09% |
 HMSOHammerson PLC | 0.13% | 0.09% | 0.09% |
 FCTFrasers Centrepoint Trust | 0.13% | 0.09% | 0.09% |
 BYGBig Yellow Group PLC | 0.13% | 0.08% | 0.08% |
 SRESirius Real Estate Ltd | 0.11% | 0.07% | 0.07% |
 HR-UH&R Real Estate Investment Trust | 0.11% | 0.07% | 0.07% |
 SAFESafestore Holdings PLC | 0.11% | 0.07% | 0.07% |
 BEI-UBoardwalk Real Estate Investment Trust | 0.11% | 0.07% | 0.07% |
 CLWCharter Hall Long Wale REIT | 0.10% | 0.06% | 0.06% |
 PMZ-UPrimaris Real Estate Investment Trust | 0.09% | 0.06% | 0.06% |
 BWPBWP Property Group Ltd | 0.09% | 0.06% | 0.06% |
Frequently Asked Questions
How much do REET and SCHC overlap?
REET and SCHC overlap by 5.4% of portfolio weight. They share 110 holdings (REET holds 347 positions and SCHC holds 2230), based on each fund's latest SEC-reported holdings.
Is it redundant to own both REET and SCHC?
The two portfolios are 5.4% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of REET and SCHC?
The largest positions held by both funds are AED, LMP, BBOX, REI-U and GRT-U. Together the top 10 shared positions account for 30% of the total overlap.
What does REET own that SCHC doesn't?
237 positions (91.4% of REET) are unique to REET, led by WELL, PLD and EQIX. In the other direction, 2120 positions (93.8% of SCHC) are unique to SCHC.