USRTvsSCHHETF Comparison
VS
iShares Core U.S. REIT ETF (USRT) and Schwab U.S. REIT ETF (SCHH) belong to the same industry segment: US Real Estate. USRT's top 2 sector exposures are Finance and Non-Corporate. In contrast, SCHH's top sector exposures are Finance. USRT is more expensive with a Total Expense Ratio (TER) of 0.08%, versus 0.07% for SCHH. USRT is up 14.31% year-to-date (YTD) with +$719M in YTD flows. SCHH performs worse with 12.5% YTD performance, and +$1.37B in YTD flows. Run a side-by-side ETF comparison of USRT and SCHH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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USRT vs SCHH performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | USRT SCHH | -1.89%-1.47% | -2.02%-2.38% | +14.31%+12.50% | +11.86%+9.74% | +39.27%+33.97% | +22.07%+11.50% |
| Flows | USRT SCHH | -$980K+$88M | +$339M+$1.20B | +$719M+$1.37B | +$971M+$2.01B | +$1.76B+$3.82B | +$1.80B+$4.67B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USRT SCHH | +14.43%+14.42% | +13.61%+13.65% | +16.95%+16.75% | +18.93%+18.81% |
| Max drawdown | USRT SCHH | -8.00%-7.24% | -8.02%-8.29% | -18.73%-17.71% | -30.96%-33.31% |
| Max drawdown duration | USRT SCHH | 47d47d | 44d44d | 434d512d | 985d1565d |
Trading data
USRT | SCHH | |
Last sale 9/11/2026 at 1:30 PM | $64.48 | $23.20 |
| Previous close 09/10/2026 | $64.22 | $23.06 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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USRT | SCHH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
USRT | SCHH | |
|---|---|---|
| Last price | $64.48 | $23.20 |
| 1D performance | +0.40% | +0.61% |
| AuM | $4.44 B | $11.07 B |
| E/R | 0.08% | 0.07% |
Characteristics
USRT | SCHH | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | FTSE Nareit Equity REITs 40 Act Capped Index | Dow Jones Equity All REIT Capped Index |
| N° of holdings | 125 | 118 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2007 | January 13, 2011 |
| ESG | No | No |
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Exposure
Countries
USRT
USA
100.14%
Other
-0.14%
SCHH
USA
100%
Other
0%
Sectors
USRT
Finance
99.89%
Other
0.11%
SCHH
Finance
100%
Other
0%
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Diversification
USRT
Total weight of top 15 holdings out of 15
58.54%
SCHH
Total weight of top 15 holdings out of 15
60.18%
Top 15 holdings
Data as of July 31, 2026
USRT
Welltower, Inc.
9.03%
Prologis, Inc.
7.53%
Equinix, Inc.
6.14%
Digital Realty Trust, Inc.
4.64%
Simon Property Group, Inc.
4.64%
Realty Income Corp.
4.24%
Public Storage
4.10%
Ventas, Inc.
3.56%
Iron Mountain, Inc.
2.95%
Extra Space Storage, Inc.
2.48%
VICI Properties, Inc.
2.28%
AvalonBay Communities, Inc.
2.09%
Equity Residential
2.00%
Essex Property Trust, Inc.
1.44%
Invitation Homes, Inc.
1.41%
SCHH
Welltower, Inc.
11.10%
Prologis, Inc.
8.70%
Simon Property Group, Inc.
4.77%
Digital Realty Trust, Inc.
4.57%
Realty Income Corp.
4.11%
Equinix, Inc.
4.08%
American Tower Corp.
3.84%
Public Storage
3.65%
Ventas, Inc.
3.27%
Iron Mountain, Inc.
2.53%
Crown Castle, Inc.
2.18%
Extra Space Storage, Inc.
2.11%
VICI Properties, Inc.
1.97%
AvalonBay Communities, Inc.
1.75%
Equity Residential
1.54%
Frequently asked questions about USRT and SCHH
How have the USRT and SCHH ETFs performed in 2026?
As of September 11, 2026, USRT is up 14.31% year-to-date (YTD), while SCHH has returned 12.5%. That puts USRT better performer ahead so far this year.
Which ETF is attracting more investor money: USRT or SCHH?
Year-to-date, the USRT ETF saw +$719M in flows, compared to +$1.37B for SCHH.
Which ETF is more volatile: USRT or SCHH?
Over the past year, USRT had a volatility of 13.61%, while SCHH experienced 13.65%.
Which ETF is bigger: USRT or SCHH?
As of September 11, 2026, USRT holds $4.44 B in assets under management (AUM), while SCHH manages $11.07 B.
What sectors do the USRT and SCHH ETFs invest in?
USRT leans toward sectors like Finance. Meanwhile, SCHH focuses on Finance.
What are the top holdings of the USRT ETF and SCHH ETF?
USRT top holdings include Welltower, Inc., Prologis, Inc. and Equinix, Inc.. SCHH holds in its top three: Welltower, Inc., Prologis, Inc. and Simon Property Group, Inc..
Which ETF is more diversified: USRT or SCHH?
USRT holds 125 securities with 58.54% of its assets in the top 15. SCHH has 118 securities and a top 15 weight of 60.18%.
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Real Estate Sector Declines on Fed Minutes
May 27, 2024
SCHH
Real Estate Sector Declines on Fed Minutes
May 27, 2024
SCHH
Real Estate Sector Suffers Third Weekly Loss Amid Rising Treasury Yields
April 22, 2024
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Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
USRT
SCHH
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