SCHH vs XLRE — stock comparison tool

SCHH currently yields 3.00% TTM versus XLRE at 3.40%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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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XLRE 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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No data

Best Avg Annual Return

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No data

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

XLRE$42.38
—

State Street Real Estate Select Sector SPDR ETF

Dividend Information

Dividend Yield
3.00%
3.40%
Annual Dividend
$0.68
$1.44
Dividend Growth (5yr)
-
-
Years of Growth
0
0
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%

XLRE

30 holdings
Real Estate100.00%
Basic Materials1.76%
Cash & Others0.33%

Top 10 holdings

NameWeight
WELLWELLTOWER INC11.64%
PLDPROLOGIS INC8.16%
EQIXEQUINIX INC6.66%
AMTAMERICAN TOWER CORP5.90%
EQREQUITY RESIDENTIAL4.75%
PSAPUBLIC STORAGE4.67%
SPGSIMON PROPERTY GROUP INC4.61%
VTRVENTAS INC4.40%
VMRKVIVMARK RESIDENTIAL4.36%
CBRECBRE GROUP INC A4.31%
Top 1059.46%

Overlap & differences

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

70304
SCHHSharedXLRE

Overlap by weight

78%

Share of portfolio weight that appears in both funds.

# overlapping holdings

30

SCHH: 30% also in XLREXLRE: 88% also in SCHH

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

Sector drift (SCHH vs XLRE)

Left = heavier in SCHH. Right = heavier in XLRE.

SCHH overweight (left)XLRE overweight (right)
30 shown

Overlapping tickers

WELL		10.3%11.6%10.3%
PLD		8.3%8.2%8.2%
AMT		5.0%5.9%5.0%
SPG		4.6%4.6%4.6%
EQIX		4.5%6.7%4.5%
DLR		4.5%4.3%4.3%
O		3.9%4.3%3.9%
PSA		3.7%4.7%3.7%
VMRK		3.3%4.4%3.3%
VTR		3.2%4.4%3.2%

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SCHH vs XLRE Dividend Comparison | DRIP Tool | Dividend Wealth