Fund comparison · from official SEC filings
AREDX vs SCHH: how much do they overlap?
Real Estate Fund and Schwab U.S. REIT ETF
vs
AREDX and SCHH are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AREDX
SCHH
W
WELLWELLTOWER INC
11.27%
9.62%
P
PLDPROLOGIS INC
9.72%
8.96%
E
EQIXEQUINIX INC
7.79%
4.89%
D
DLRDIGITAL REALTY TRUST INC
6.30%
4.35%
A
AMTAMERICAN TOWER CORP
4.58%
4.34%
S
SPGSIMON PROPERTY GROUP INC
3.36%
4.47%
V
VTRVENTAS INC
3.96%
2.84%
P
PSAPUBLIC STORAGE
0.54%
3.40%
I
IRMIRON MOUNTAIN INC
3.03%
2.69%
H
HSTHOST HOTELS & RESORTS INC
2.90%
1.04%
C
CCICROWN CASTLE INC
2.77%
2.83%
E
ESSESSEX PROPERTY TRUST INC
2.73%
1.25%
E
EGPEASTGROUP PROPERTIES INC
2.63%
0.76%
W
WPCWP CAREY INC
2.37%
1.16%
R
REGREGENCY CENTERS CORP
2.32%
0.90%
S
SBACSBA COMMUNICATIONS CORP
2.26%
1.54%
C
CTRECARETRUST REIT INC
2.20%
0.65%
E
EXREXTRA SPACE STORAGE INC
1.63%
2.17%
A
AHRAMERICAN HEALTHCARE REIT INC
2.12%
0.62%
E
EQREQUITY RESIDENTIAL
1.96%
1.60%
S
SUISUN COMMUNITIES INC
1.93%
1.02%
B
BRXBRIXMOR PROPERTY GROUP INC
1.84%
0.66%
E
EPRTESSENTIAL PROPERTIES REALTY
1.73%
0.46%
P
PECOPHILLIPS EDISON & COMPANY IN
1.73%
0.36%
B
BNLBROADSTONE NET LEASE INC
1.59%
0.27%
Only in AREDX
?
—State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio
2.19%
J
JANJANUS LIVING INC CL-A-1
0.67%
?
—State Street Bank & Trust Co
0.48%
Only in SCHH
O
OREALTY INCOME CORP
4.00%
V
VICIVICI PROPERTIES INC
2.19%
A
AVBAVALONBAY COMMUNITIES INC
1.83%
W
WYWEYERHAEUSER CO
1.25%
I
INVHINVITATION HOMES INC
1.17%
K
KIMKIMCO REALTY CORP
1.15%
M
MAAMID-AMERICA APARTMENT COMM
1.07%
D
DOCHEALTHPEAK PROPERTIES INC
0.94%
G
GLPIGAMING AND LEISURE PROPERTIE
0.94%
L
LAMRLAMAR ADVERTISING CO-A
0.94%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.85%
U
UDRUDR INC
0.79%
F
FRTFEDERAL REALTY INVS TRUST
0.67%
A
ADCAGREE REALTY CORP
0.63%
B
BXPBXP INC
0.63%
N
NNNNNN REIT INC
0.60%
F
FRFIRST INDUSTRIAL REALTY TR
0.58%
R
REXRREXFORD INDUSTRIAL REALTY IN
0.58%
A
AREALEXANDRIA REAL ESTATE EQUIT
0.55%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.51%
S
STAGSTAG INDUSTRIAL INC
0.51%
H
HRHEALTHCARE REALTY TRUST INC
0.49%
T
TRNOTERRENO REALTY CORP
0.49%
K
KRGKITE REALTY GROUP TRUST
0.42%
R
RYNRAYONIER INC
0.41%
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89% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.