SCHH VS IYR
4 min read
By Ron Koren, ETF Insider

SCHH VS IYR

Exchange-Traded Funds (ETFs) have become a popular choice for investors seeking exposure to the real estate sector. In this article, we will conduct a comprehensive comparison between two prominent real estate ETFs: SCHH (Schwab U.S. REIT ETF) and IYR (iShares U.S. Real Estate ETF). We will delve into various aspects, including ETF tickers, full names, issuers, sectors, top holdings, capitalization, strategy, tracking, and exposure.

SCHH VS IYR: Overview

SCHH and IYR are both real estate ETFs, but they differ in their investment strategies and underlying assets. SCHH focuses on tracking the performance of the Dow Jones U.S. Select REIT Index, providing broad exposure to various real estate investment trusts (REITs). In contrast, IYR aims to track the performance of the U.S. real estate sector, offering a more diversified approach that includes both REITs and real estate operating companies.

SCHH VS IYR: Sectors and Top Holdings

When it comes to sectors, SCHH predominantly invests in REITs across various industries, including residential, office, and retail. Its top holdings include companies like Prologis, American Tower Corp, and Simon Property Group. On the other hand, IYR's holdings encompass a broader spectrum of the real estate market, with significant exposure to residential and commercial real estate. Understanding these sectors and top holdings is crucial for investors looking to align their portfolios with specific real estate subsectors.

SCHH overlap SCHH VS IYRSCHH overlap SCHH VS IYR

SCHH VS IYR: Capitalization and Strategy

Capitalization and strategy are essential factors to consider when comparing these ETFs. SCHH boasts a substantial asset under management (AUM), reflecting its popularity among investors seeking exposure to REITs. Its strategy primarily involves passively tracking the performance of the underlying index. In contrast, IYR's approach encompasses both REITs and real estate operating companies, providing a more comprehensive view of the U.S. real estate sector. The difference in capitalization and strategy can influence potential returns and risk levels, making it vital for investors to evaluate their investment objectives.

SCHH VS IYR: Tracking and Exposure

The tracking methods and exposure of these ETFs also vary significantly. SCHH closely mirrors the performance of the Dow Jones U.S. Select REIT Index by holding a diversified portfolio of REITs. IYR, meanwhile, tracks the performance of the U.S. real estate sector, which includes REITs and real estate operating companies. Understanding these tracking methods and exposures is crucial for investors to select the ETF that aligns with their investment goals and risk tolerance.

Conclusion

SCHH and IYR are distinct real estate ETFs, each offering a specialized approach to investing in the real estate market. To gain deeper insights into these ETFs, including their holdings, correlations, overlaps, and other valuable information, consider using ETF Insider, an user-friendly app designed for exploring financial instruments.

Disclaimer: This article does not provide any investment advisory services. Make sure to conduct thorough research and consult with a financial advisor before making any investment decisions.

SCHH ETF issuer
SCHH ETF official page

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