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

REET and SCHH share 70.2% of their weight across 91 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.

REET and SCHH

70.2%

91 shared positions

REET

iShares Global REIT ETF

Reported positions cover 86% of the fund, 223 positions · Apr 30, 2026

Top 10: 41.4%·Holdings of REET

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 REET 86%, 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 REET side by side

REETiShares Global REIT ETF

223

stock positions reported to the SEC

14.5% of its weight is in 132 names SCHH does not hold

SCHHSchwab U.S. REIT ETF

117

stock positions reported to the SEC

14.1% of its weight is in 26 names REET does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Real Estate
68.9%
93.4%
Utilities
1.5%
1.8%
Financial Services
0.7%
0.0%
Consumer Cyclical
0.4%
0.4%
Technology
0.4%
0.0%

The widest gap is Real Estate: SCHH has 24.6 points more of it.

The figures side by side

REETSCHH
Filing dateApr 30, 2026May 31, 2026
Stock positions reported223117
Weight of the ten largest41.4%49.7%
Largest positionWELL 8.3%WELL 9.6%
Held alone132 positions, 14.5%26 positions, 14.1%
Covered by stock positions86%100%

Holdings they share

StockIn REETIn SCHHCounted
WELLWELLTOWER INC.8.32%9.62%8.32%
PLDPrologis Property Mexico, S.A de C.V.7.61%8.95%7.61%
EQIXEQUINIX, INC.5.89%4.88%4.88%
DLRDIGITAL REALTY TRUST, INC.3.85%4.35%3.85%
SPGSIMON PROPERTY GROUP, INC.3.67%4.47%3.67%
OREALTY INCOME CORPORATION3.27%4.00%3.27%
PSAPUBLIC STORAGE.2.66%3.40%2.66%
VTRVENTAS, INC.2.29%2.84%2.29%
IRMIRON MOUNTAIN INCORPORATED2.06%2.69%2.06%
VICIVICI PROPERTIES INC.1.76%2.18%1.76%

What each holds alone

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

Only in REET

WPCW.P. CAREY INC.0.88%
SEGRO PUBLIC LIMITED COMPANY0.71%
NODKNIPPON REIT Investment Corporation0.66%
KLEPIERRE SA0.47%
MRLNMERLIN Properties SOCIMI, S.A.0.40%
AEDIFICA NV0.39%
LAND SECURITIES GROUP PLC0.33%
LONDONMETRIC PROPERTY PLC0.32%
BRITISH LAND COMPANY PUBLIC LIMITED COMPANY(THE)0.29%
JAPAN METROPOLITAN FUND INVESTMENT CORPORATION0.28%

Only in SCHH

AMTAmerican Tower Corp4.34%
CCICrown Castle Inc2.82%
SBACSBA Communications Corp1.53%
WYWeyerhaeuser Co1.25%
WP CAREY INC1.16%
LAMRLamar Advertising Co0.94%
RAYONIER INC0.41%
OUTOutfront Media Inc0.33%
MRPMillrose Properties Inc0.31%
CORPORATE OFFICE PROPERTIES TRUST0.26%

Questions people ask

Is REET the same as SCHH?

70.2% of their weight sits in the same 91 holdings. REET also reports WPC, SEGRO PUBLIC LIMITED COMPANY, NODK, which the other does not. SCHH also reports AMT, CCI, SBAC, which the other does not.

How is the overlap between REET 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 86% of REET and 100% of SCHH, so the number cannot exceed the smaller coverage.

Which holds more, SCHH or REET?

REET reports 223 stock positions and SCHH reports 117. 14.5% of REET's weight sits in names SCHH does not hold, and 14.1% of SCHH's weight in names REET does not hold. The ten largest positions are 41.4% of REET and 49.7% of SCHH.

How do REET and SCHH differ by sector?

The widest gap is Real Estate: SCHH has 24.6 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

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.