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

SCHH and VNQ share 77.9% of their weight across 115 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.

SCHH and VNQ

77.9%

115 shared positions

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

VNQ

VANGUARD REAL ESTATE INDEX FUND

Reported positions cover 100% of the fund, 144 positions · Apr 30, 2026

Top 10: 54.7%·Holdings of VNQ

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

VNQ vs SCHH side by side

SCHHSchwab U.S. REIT ETF

117

stock positions reported to the SEC

0.3% of its weight is in 2 names VNQ does not hold

VNQVANGUARD REAL ESTATE INDEX FUND

144

stock positions reported to the SEC

20.9% of its weight is in 29 names SCHH does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Real Estate
93.4%
79.0%
Utilities
1.8%
1.4%
Technology
0.0%
1.3%
Consumer Cyclical
0.4%
0.3%
Industrials
0.0%
0.0%

The widest gap is Real Estate: SCHH has 14.4 points more of it.

The figures side by side

SCHHVNQ
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported117144
Weight of the ten largest49.7%54.7%
Largest positionWELL 9.6%VANGUARD REAL ESTATE II INDEX FUND 14.6%
Held alone2 positions, 0.3%29 positions, 20.9%
Covered by stock positions100%100%

Holdings they share

StockIn SCHHIn VNQCounted
WELLWelltower Inc9.62%7.84%7.84%
PLDPrologis Inc8.95%7.00%7.00%
EQIXEquinix Inc4.88%5.64%4.88%
AMTAmerican Tower Corp4.34%4.54%4.34%
DLRDigital Realty Trust Inc4.35%3.66%3.66%
SPGSimon Property Group Inc4.47%3.53%3.53%
ORealty Income Corp4.00%3.11%3.11%
PSAPublic Storage3.40%2.54%2.54%
VTRVentas Inc2.84%2.19%2.19%
CCICrown Castle Inc2.82%2.05%2.05%

What each holds alone

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

Only in SCHH

CORPORATE OFFICE PROPERTIES TRUST0.26%
PIEDMONT OFFICE REALTY TRUST INC0.07%

Only in VNQ

VANGUARD REAL ESTATE II INDEX FUND14.63%
CBRECBRE Group Inc2.25%
JLLJones Lang LaSalle Inc0.80%
CSGPCoStar Group Inc0.77%
ZGZillow Group Inc0.50%
COMPCompass Inc0.26%
OPENOpendoor Technologies Inc0.26%
CDPCOPT Defense Properties0.19%
CWKCushman & Wakefield Ltd0.17%
JOESt Joe Co/The0.13%

Questions people ask

Is SCHH the same as VNQ?

77.9% of their weight sits in the same 115 holdings. SCHH also reports CORPORATE OFFICE PROPERTIES TRUST, PIEDMONT OFFICE REALTY TRUST INC, which the other does not. VNQ also reports VANGUARD REAL ESTATE II INDEX FUND, CBRE, JLL, which the other does not.

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

Which holds more, VNQ or SCHH?

SCHH reports 117 stock positions and VNQ reports 144. 0.3% of SCHH's weight sits in names VNQ does not hold, and 20.9% of VNQ's weight in names SCHH does not hold. The ten largest positions are 49.7% of SCHH and 54.7% of VNQ.

How do SCHH and VNQ differ by sector?

The widest gap is Real Estate: SCHH has 14.4 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.