SCHH vs USRT — stock comparison tool

SCHH currently yields 3.00% TTM versus USRT at 2.80%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHHUSRT
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
SCHH
USRT

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SCHH Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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USRT Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
SCHH$22.62
—

Schwab U.S. REIT ETF

USRT$62.71
—

iShares Core U.S. REIT ETF

Dividend Information

Dividend Yield
3.00%
2.80%
Annual Dividend
$0.68
$1.75
Dividend Growth (5yr)
-
-
Years of Growth
0
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SCHH

122 holdings
Real Estate100.00%
Basic Materials1.18%
Financial Services0.07%

Top 10 holdings

NameWeight
WELLWELLTOWER10.31%
PLDPROLOGIS REIT8.34%
AMTAMERICAN TOWER REIT5.02%
SPGSIMON PROPERTY GROUP REIT INC4.57%
EQIXEQUINIX REIT4.54%
DLRDIGITAL REALTY TRUST REIT4.46%
OREALTY INCOME REIT3.91%
PSAPUBLIC STORAGE REIT3.70%
VMRKVIVMARK RESIDENTIAL3.26%
VTRVENTAS REIT3.22%
Top 1051.33%

USRT

123 holdings
Real Estate99.49%
Health Care REITs19.94%
Retail Reits17.31%
Industrial REITs11.72%
Data Center REITs10.50%
Multi-Family Residential REITs8.96%
Other Specialized REITs8.81%
Self Storage REITs7.71%
Single-Family Residential REITs4.74%
Hotel & Resort REITs3.88%
Office REITs3.63%
Other3.31%

Top 10 holdings

NameWeight
WELLWELLTOWER9.26%
PLDPROLOGIS REIT6.98%
EQIXEQUINIX REIT6.10%
SPGSIMON PROPERTY GROUP REIT INC4.56%
DLRDIGITAL REALTY TRUST REIT4.34%
PSAPUBLIC STORAGE REIT4.21%
EQRVIVMARK RESIDENTIAL4.21%
OREALTY INCOME REIT4.07%
VMRKVIVMARK RESIDENTIAL3.91%
VTRVENTAS REIT3.91%
Top 1051.54%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

6945
SCHHSharedUSRT

Overlap by weight

91%

Share of portfolio weight that appears in both funds.

# overlapping holdings

94

SCHH: 94% also in USRTUSRT: 95% also in SCHH

SCHH: showing top 100 holdings by weight (of 122) · USRT: showing top 99 holdings by weight (of 123). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHH vs USRT)

Left = heavier in SCHH. Right = heavier in USRT.

SCHH overweight (left)USRT overweight (right)
94 shown

Overlapping tickers

WELL		10.3%9.3%9.3%
PLD		8.3%7.0%7.0%
SPG		4.6%4.6%4.6%
EQIX		4.5%6.1%4.5%
DLR		4.5%4.3%4.3%
O		3.9%4.1%3.9%
PSA		3.7%4.2%3.7%
VMRK		3.3%3.9%3.3%
VTR		3.2%3.9%3.2%
EQR		3.2%4.2%3.2%

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SCHH vs USRT Dividend Comparison | DRIP Tool | Dividend Wealth