Core Insights - The article compares two leading U.S. REIT ETFs: Schwab U.S. REIT ETF (SCHH) and State Street SPDR Dow Jones REIT ETF (RWR), focusing on fees, yield, and fund history to guide investor choices [1][2]. Cost & Size Comparison - SCHH has a lower expense ratio of 0.07% compared to RWR's 0.25%, resulting in annual fees of $7 versus $25 for every $10,000 invested [3][8]. - SCHH has an AUM of $8.8 billion, significantly higher than RWR's $1.7 billion, which may provide greater liquidity for investors [3][9]. Performance & Risk Analysis - Over five years, a $1,000 investment in SCHH would grow to $1,141, while the same investment in RWR would grow to $1,180 [4]. - The maximum drawdown for SCHH is -33.26%, slightly worse than RWR's -32.56% [4]. Portfolio Composition - RWR tracks 102 U.S. REITs, with major holdings in Prologis, Welltower, and Equinix, accounting for over 24% of its assets [5]. - SCHH has a broader portfolio with 123 holdings, including similar top positions as RWR but with different weightings [5]. Yield Comparison - RWR offers a higher dividend yield of 3.78% compared to SCHH's 3.04%, appealing to income-focused investors [3][9].
Looking for a REIT ETF? RWR and SCHH Offer Many Similarities -- and a Few Key Differences
The Motley Fool·2026-01-11 09:00