ETF Copilot

SCHH vs XLRE: holdings overlap, shared companies and scores

As of October 28, 2026, SCHH and XLRE overlap 73.4% by weight. Schwab U.S. REIT ETF (SCHH): U.S. equity REITs. State Street Real Estate Select Sector SPDR ETF (XLRE): U.S. real estate sector.

Updated October 28, 2026

Where SCHH and XLRE trade against their own history

SCHH trades at 29.9 times earnings, against its own median of 31.1, and is cheaper than 66% of its own last 9 years.

XLRE trades at 31.8 times earnings, against its own median of 34.8, and is cheaper than 84% of its own last 9 years.

What moved SCHH this week

SCHH rose 0.7% in the week to October 28, 2026. The holdings that moved it most were Crown Castle (+11.6%), American Tower (+3.4%) and Public Storage (+3.9%); Welltower (−3.0%) pushed the other way.

What do SCHH and XLRE each hold?

51% of SCHH is its ten largest holdings.

59% of XLRE is its ten largest holdings.

How much do SCHH and XLRE overlap? 73.4% by weight

As of October 28, 2026, SCHH and XLRE overlap 73.4% by weight.

74% of SCHH is already inside XLRE.

95% of XLRE is already inside SCHH.

SCHH holds 119 companies and XLRE holds 30; 28 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 SCHH and XLRE? 3.1 and 3.2 out of 10

As of October 28, 2026, ETF Copilot scores SCHH 3.1 out of 10 and XLRE 3.2 out of 10.

They differ most on Value: SCHH 6.4 and XLRE 7.8.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

SCHH vs XLRE — ETF Copilot factor scores, 0–10
FactorSCHHXLRE
Growth0.40.4
Value6.47.8
Risk4.03.8
Quality5.54.6
Return1.31.4

SCHH is the cheaper of the two at 0.07% a year

As of October 28, 2026, SCHH charges 0.07% a year, yields 2.98% and holds $10.9B in assets across 119 positions.

As of October 28, 2026, XLRE charges 0.08% a year, yields 3.41% and holds $8.0B in assets across 30 positions.

SCHH vs XLRE — cost, income and size
MeasureSCHHXLRE
Expense ratio0.07%0.08%
Dividend yield2.98%3.41%
Assets under management$10.9B$8.0B
Holdings11930

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, “SCHH vs XLRE holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/schh-vs-xlre

  1. Schwab U.S. REIT ETF (SCHH)
  2. State Street Real Estate Select Sector SPDR ETF (XLRE)

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