IYR vs SCHH overlap - what they share and where they differ
IYR and SCHH share 85.3% of their weight across 51 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.
IYR and SCHH
85.3%
51 shared positions
IYR
iShares U.S. Real Estate ETF
Reported positions cover 99% of the fund, 60 positions · Jun 30, 2026
Top 10: 51.2%·Holdings of IYR
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 IYR 99%, 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 IYR side by side
IYRiShares U.S. Real Estate ETF
60
stock positions reported to the SEC
9.4% of its weight is in 9 names SCHH does not hold
SCHHSchwab U.S. REIT ETF
117
stock positions reported to the SEC
12.9% of its weight is in 66 names IYR does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: IYR has 1.3 points more of it.
The figures side by side
| IYR | SCHH | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 60 | 117 |
| Weight of the ten largest | 51.2% | 49.7% |
| Largest position | WELL 10.8% | WELL 9.6% |
| Held alone | 9 positions, 9.4% | 66 positions, 12.9% |
| Covered by stock positions | 99% | 100% |
Holdings they share
| Stock | In IYR | In SCHH | Counted |
|---|---|---|---|
| WELLWELLTOWER INC. | 10.82% | 9.62% | 9.62% |
| PLDPROLOGIS, INC. | 8.72% | 8.95% | 8.72% |
| EQIXEQUINIX, INC. | 4.55% | 4.88% | 4.55% |
| SPGSIMON PROPERTY GROUP, INC. | 4.77% | 4.47% | 4.47% |
| DLRDIGITAL REALTY TRUST, INC. | 4.38% | 4.35% | 4.35% |
| OREALTY INCOME CORPORATION | 4.27% | 4.00% | 4.00% |
| AMTAMERICAN TOWER CORPORATION | 3.85% | 4.34% | 3.85% |
| PSAPUBLIC STORAGE. | 3.72% | 3.40% | 3.40% |
| VTRVENTAS, INC. | 3.19% | 2.84% | 2.84% |
| IRMIRON MOUNTAIN INCORPORATED | 2.78% | 2.69% | 2.69% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IYR
Only in SCHH
Questions people ask
Is IYR the same as SCHH?
85.3% of their weight sits in the same 51 holdings. IYR also reports CBRE, NLY, WPC, which the other does not. SCHH also reports WP CAREY INC, CTRE, AHR, which the other does not.
How is the overlap between IYR 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 99% of IYR and 100% of SCHH, so the number cannot exceed the smaller coverage.
Which holds more, SCHH or IYR?
IYR reports 60 stock positions and SCHH reports 117. 9.4% of IYR's weight sits in names SCHH does not hold, and 12.9% of SCHH's weight in names IYR does not hold. The ten largest positions are 51.2% of IYR and 49.7% of SCHH.
How do IYR and SCHH differ by sector?
The widest gap is Technology: IYR has 1.3 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
IYR 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.