Real-estate ETFs
VNQ vs SCHH.
Vanguard Real Estate ETF (MSCI US IMI Real Estate 25/50) against Schwab U.S. REIT ETF (Dow Jones Equity All REIT Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| VNQ | SCHH | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +15.3% | +19.2% | -3.93 pp |
| 1Y CAGR | +15.7% | +18.9% | -3.19 pp |
| 3Y CAGR | +9.35% | +10.4% | -1.00 pp |
| 5Y CAGR | +2.86% | +3.63% | -0.76 pp |
| 10Y CAGR | +5.14% | +3.98% | +1.16 pp |
| Since inception CAGR | +7.79% | +7.26% | +0.53 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VNQ minus SCHH. VNQ since-inception measured from first available bar September 29, 2004. SCHH since-inception measured from first available bar January 13, 2011. Since-inception spans differ — compare that row with care.
Fund facts
| VNQ | SCHH | |
|---|---|---|
| Name | Vanguard Real Estate Index Fund ETF Shares | Schwab U.S. REIT ETF |
| Category | Real Estate | Real Estate |
| Style | Passive | Passive |
| Expense ratio | 0.12% | 0.07% |
| Assets (AUM) | $71.3B | $11.1B |
| Dividend yield | 3.60% | 2.79% |
| Avg volume (3-mo) | 3.2M | 5.9M |
| Inception | September 23, 2004 | January 13, 2011 |
| Benchmark proxy | MSCI US REIT | S&P 500 |
SCHH costs 0.05 pp less per year — about $5.00 per $10,000 invested.
Holdings overlaptop-25 holdings · coverage VNQ 53.9% · SCHH 49.2%
38.3%of portfolio weight overlaps9 shared of top 10
| Shared holding | VNQ | SCHH | MIN |
|---|---|---|---|
| WELLWelltower Inc | 8.37% | 10.35% | 8.37% |
| PLDPrologis Inc | 6.68% | 8.34% | 6.68% |
| EQIXEquinix Inc | 5.43% | 4.30% | 4.30% |
| AMTAmerican Tower Corp | 4.03% | 3.95% | 3.95% |
| SPGSimon Property Group Inc | 3.84% | 4.78% | 3.84% |
| DLRDigital Realty Trust Inc | 3.26% |
Sector tilt VNQ SCHH
Real Estate99.5% / 100.0%-0.5pp
Communication Services0.4% / —
Energy0.1% / —
Industrials0.0% / —
More real-estate etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.