DFAR vs SCHH overlap - what they share and where they differ

DFAR and SCHH share 91.1% of their weight across 103 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DFAR and SCHH

91.1%

103 shared positions

DFAR

Dimensional US Real Estate ETF

Reported positions cover 100% of the fund, 124 positions · Apr 30, 2026

Top 10: 47.8%·Holdings of DFAR

SCHH

Schwab U.S. REIT ETF

Reported positions cover 100% of the fund, 117 positions · May 31, 2026

Top 10: 49.7%·Holdings of SCHH

Reported positions cover DFAR 100%, SCHH 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SCHH vs DFAR side by side

DFARDimensional US Real Estate ETF

124

stock positions reported to the SEC

2.2% of its weight is in 21 names SCHH does not hold

SCHHSchwab U.S. REIT ETF

117

stock positions reported to the SEC

3.9% of its weight is in 14 names DFAR does not hold

Where each fund's weight sits

DFAR
SCHH
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Real Estate
94.9%
93.4%
Utilities
2.0%
1.8%
Consumer Cyclical
0.4%
0.4%

The widest gap is Real Estate: DFAR has 1.5 points more of it.

The figures side by side

DFARSCHH
Filing dateApr 30, 2026May 31, 2026
Stock positions reported124117
Weight of the ten largest47.8%49.7%
Largest positionWELL 7.5%WELL 9.6%
Held alone21 positions, 2.2%14 positions, 3.9%
Covered by stock positions100%100%

Holdings they share

StockIn DFARIn SCHHCounted
WELLWELLTOWER INC.7.50%9.62%7.50%
PLDPROLOGIS, INC.6.84%8.95%6.84%
EQIXEQUINIX, INC.5.41%4.88%4.88%
SPGSIMON PROPERTY GROUP, INC.4.59%4.47%4.47%
DLRDIGITAL REALTY TRUST, INC.4.64%4.35%4.35%
AMTAMERICAN TOWER CORPORATION4.38%4.34%4.34%
OREALTY INCOME CORPORATION4.47%4.00%4.00%
PSAPUBLIC STORAGE.3.73%3.40%3.40%
VTRVENTAS, INC.3.25%2.84%2.84%
CCICROWN CASTLE INC.3.02%2.82%2.82%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DFAR

WPCW.P. CAREY INC.1.28%
CDPCOPT DEFENSE PROPERTIES0.27%
SILA REALTY TRUST, INC.0.13%
PDMPIEDMONT REALTY TRUST, INC.0.08%
WHITESTONE REIT0.07%
GLADSTONE COMMERCIAL CORPORATION0.05%
PSTLPostal Realty Trust Inc0.04%
UHTUNIVERSAL HEALTH REALTY INCOME TRUST0.04%
BFSSAUL CENTERS, INC.0.03%
CLDTCHATHAM LODGING TRUST0.03%

Only in SCHH

WYWeyerhaeuser Co1.25%
WP CAREY INC1.16%
RAYONIER INC0.41%
MRPMillrose Properties Inc0.31%
CORPORATE OFFICE PROPERTIES TRUST0.26%
SILA REALTY TRUST INC0.12%
SMASmartstop Self Storage REIT Inc0.12%
PIEDMONT OFFICE REALTY TRUST INC0.07%
SAFESafehold Inc0.05%
AHRTAH Realty Trust Inc0.04%

Questions people ask

Is DFAR the same as SCHH?

91.1% of their weight sits in the same 103 holdings. DFAR also reports WPC, CDP, SILA REALTY TRUST, INC., which the other does not. SCHH also reports WY, WP CAREY INC, RAYONIER INC, which the other does not.

How is the overlap between DFAR and SCHH measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DFAR and 100% of SCHH, so the number cannot exceed the smaller coverage.

Which holds more, SCHH or DFAR?

DFAR reports 124 stock positions and SCHH reports 117. 2.2% of DFAR's weight sits in names SCHH does not hold, and 3.9% of SCHH's weight in names DFAR does not hold. The ten largest positions are 47.8% of DFAR and 49.7% of SCHH.

How do DFAR and SCHH differ by sector?

The widest gap is Real Estate: DFAR has 1.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

DFAR against other funds in the table

SCHH against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.