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SCHH vs IYR

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

SCHH

Schwab U.S. REIT ETF

Schwab ETFs

Annual cost

0.07%

Fund size

$9.9B

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

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

SCHHIYR
Annual cost (TER)0.07%0.38%
Fund size (AUM)$9.9B$4.1B
Since20112000
Dividend yield2.78%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.4%+13.7%
CAGR 3Y+11.2%+10.1%
CAGR 5Y+4.6%+3.7%
Sharpe 3Y0.510.45
Volatility 1Y13.12%13.13%
Max drawdown-44.22%-42.32%

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

Similar to SCHH and IYR