VNQ vs SCHH

Both VNQ and SCHH are ETFs. VNQ has a higher 5-year return than SCHH (8.16% vs 7.7%). VNQ has a higher expense ratio than SCHH (0.12% vs 0.07%). Below is the comparison between VNQ and SCHH.

SCHH VNQ
Segment Equity: U.S. Real Estate Equity: U.S. Real Estate
Issuer Charles Schwab Vanguard
Net Assets $5.75B $35.29B
Expense Ratio 0.07% 0.12%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.85% 3.41%
Underlying Index Dow Jones U.S. Select REIT Index MSCI US REIT Index
YTD Return 21.13% 25.73%
1-Year Return 10.03% 14.48%
3-Year Return 4.70% 5.74%
5-Year Return 7.70% 8.16%
10-Year Return N/A 13.40%

VNQ description

The Fund seeks to provide a high level of income and moderate long-term capital appreciation. The Fund employs an indexing investment approach designed to track the performance of the MSCI US REIT Index. The Index is composed of stocks of publicly traded equity real estate investment trusts (known as REITs).

VNQ returns

YTD Return 25.73%
1-Month Return 3.75%
3-Month Return 7.14%
1-Year Return 14.48%
3-Year Return 5.74%
5-Year Return 8.16%
10-Year Return 13.40%
VNQ expense ratio is 0.12%.

VNQ holdings

Top 10 Holdings (41.79% of Total Assets)

Name Symbol % Assets
Vanguard Real Estate II Index VRTPX 11.1%
American Tower Corp AMT 6.75%
Crown Castle International Corp CCI 4.06%
Prologis Inc PLD 3.78%
Simon Property Group Inc SPG 3.69%
Equinix Inc EQIX 3.05%
Public Storage PSA 2.8%
Welltower Inc WELL 2.36%
AvalonBay Communities Inc AVB 2.1%
Equity Residential EQR 2.1%

SCHH description

The Fund seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT Index. The underlying index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts.

SCHH returns

YTD Return 21.13%
1-Month Return 2.26%
3-Month Return 5.37%
1-Year Return 10.03%
3-Year Return 4.70%
5-Year Return 7.70%
10-Year Return N/A
SCHH expense ratio is 0.07%.

SCHH holdings

Top 10 Holdings (45.64% of Total Assets)

Name Symbol % Assets
Prologis Inc PLD 7.38%
Simon Property Group Inc SPG 7.06%
Public Storage PSA 5.2%
Welltower Inc WELL 4.85%
Equity Residential EQR 4.2%
AvalonBay Communities Inc AVB 4.19%
Ventas Inc VTR 3.57%
Digital Realty Trust Inc DLR 3.39%
Boston Properties Inc BXP 2.93%
Essex Property Trust Inc ESS 2.87%
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