IYR vs SCHH: holdings overlap, shared companies and scores
As of October 9, 2026, IYR and SCHH overlap 87.5% by weight. iShares U.S. Real Estate ETF (IYR): U.S. real estate stocks. Schwab U.S. REIT ETF (SCHH): U.S. equity REITs.
Updated October 9, 2026
Where IYR and SCHH trade against their own history
IYR trades at 26.8 times earnings, against its own median of 31.3, and is cheaper than 90% of its own last 9 years.
SCHH trades at 29.2 times earnings, against its own median of 31.1, and is cheaper than 71% of its own last 9 years.
What moved IYR and SCHH this week
IYR rose 1.4% in the week to October 9, 2026. The holdings that moved it most were American Tower (+12.4%), Crown Castle (+19.9%) and SBA Communications (+15.1%); Welltower (−1.0%) pushed the other way.
SCHH rose 1.2% in the week to October 9, 2026. The holdings that moved it most were American Tower (+12.4%), Crown Castle (+19.9%) and SBA Communications (+15.1%); Welltower (−1.0%) pushed the other way.
What do IYR and SCHH each hold?
53% of IYR is its ten largest holdings.
51% of SCHH is its ten largest holdings.
How much do IYR and SCHH overlap? 87.5% by weight
As of October 9, 2026, IYR and SCHH overlap 87.5% by weight.
91% of IYR is already inside SCHH.
88% of SCHH is already inside IYR.
IYR holds 61 companies and SCHH holds 119; 49 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IYR and SCHH? 2.6 and 2.9 out of 10
As of October 9, 2026, ETF Copilot scores IYR 2.6 out of 10 and SCHH 2.9 out of 10.
They differ most on Quality: IYR 3.7 and SCHH 4.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IYR | SCHH |
|---|---|---|
| Growth | 0.1 | 0.4 |
| Value | 6.3 | 6.7 |
| Risk | 3.9 | 4.0 |
| Quality | 3.7 | 4.2 |
| Return | 1.1 | 1.2 |
SCHH is the cheaper of the two at 0.07% a year
As of October 9, 2026, IYR charges 0.37% a year, yields 2.48% and holds $4.0B in assets across 61 positions.
As of October 9, 2026, SCHH charges 0.07% a year, yields 3.02% and holds $10.6B in assets across 119 positions.
| Measure | IYR | SCHH |
|---|---|---|
| Expense ratio | 0.37% | 0.07% |
| Dividend yield | 2.48% | 3.02% |
| Assets under management | $4.0B | $10.6B |
| Holdings | 61 | 119 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IYR vs SCHH holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iyr-vs-schh
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