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IYR vs SCHH

iShares U.S. Real Estate ETF vs Schwab U.S. REIT ETF

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

SCHH

Schwab U.S. REIT ETF

Schwab ETFs

Annual cost

0.07%

Fund size

$9.9B

Key differences

  • SCHH costs 0.31% less per year.
  • Over the last 3 years, SCHH has delivered higher annualized returns.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYRSCHH
Annual cost (TER)0.38%0.07%
Fund size (AUM)$4.1B$9.9B
Since20002011
Dividend yield2.19%2.78%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+17.4%
CAGR 3Y+10.1%+11.2%
CAGR 5Y+3.7%+4.6%
Sharpe 3Y0.450.51
Volatility 1Y13.13%13.12%
Max drawdown-42.32%-44.22%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IYR and SCHH