Fund comparison · from official SEC filings
DFAR vs SCHH: how much do they overlap?
Dimensional US Real Estate ETF and Schwab U.S. REIT ETF
vs
DFAR and SCHH are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFAR
SCHH
W
WELLWELLTOWER INC
7.22%
9.62%
P
PLDPROLOGIS INC
6.58%
8.96%
E
EQIXEQUINIX INC
5.20%
4.89%
S
SPGSIMON PROPERTY GROUP INC
4.42%
4.47%
D
DLRDIGITAL REALTY TRUST INC
4.47%
4.35%
A
AMTAMERICAN TOWER CORP
4.21%
4.34%
O
OREALTY INCOME CORP
4.30%
4.00%
P
PSAPUBLIC STORAGE
3.59%
3.40%
V
VTRVENTAS INC
3.13%
2.84%
C
CCICROWN CASTLE INC
2.90%
2.83%
I
IRMIRON MOUNTAIN INC
2.81%
2.69%
V
VICIVICI PROPERTIES INC
2.34%
2.19%
E
EXREXTRA SPACE STORAGE INC
2.26%
2.17%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
1.83%
E
EQREQUITY RESIDENTIAL
1.76%
1.60%
S
SBACSBA COMMUNICATIONS CORP
1.73%
1.54%
E
ESSESSEX PROPERTY TRUST INC
1.27%
1.25%
W
WPCWP CAREY INC
1.23%
1.16%
K
KIMKIMCO REALTY CORP
1.20%
1.15%
I
INVHINVITATION HOMES INC
1.20%
1.17%
S
SUISUN COMMUNITIES INC
1.18%
1.02%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
1.07%
H
HSTHOST HOTELS & RESORTS INC
1.09%
1.04%
O
OHIOMEGA HEALTHCARE INVESTORS
1.05%
0.98%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
0.94%
Only in DFAR
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
?
—Sila Realty Trust, Inc.
0.12%
W
WSRWHITESTONE REIT
0.07%
P
PSTLPOSTAL REALTY TRUST INC- A
0.04%
U
UHTUNIVERSAL HEALTH RLTY INCOME
0.04%
B
BFSSAUL CENTERS INC
0.03%
I
ILPTINDUSTRIAL LOGISTICS PROPERT
0.03%
C
CLDTCHATHAM LODGING TRUST
0.03%
O
OLPONE LIBERTY PROPERTIES INC
0.03%
P
PINEALPINE INCOME PROPERTY TRUST
0.02%
?
—Veris Residential, Inc.
0.02%
A
AIVAPARTMENT INVT & MGMT CO -A
0.02%
F
FVRFRONTVIEW REIT INC
0.01%
B
BHRBRAEMAR HOTELS & RESORTS INC
0.01%
M
MDVMODIV INDUSTRIAL INC
0.01%
B
BRTBRT APARTMENTS CORP
0.01%
O
ONLORION PROPERTIES INC
0.01%
S
STRWSTRAWBERRY FIELDS REIT INC
0.01%
N
NLOPNET LEASE OFFICE PROPERTY
0.00%
S
SELFGLOBAL SELF STORAGE INC
0.00%
C
CLPRCLIPPER REALTY INC
0.00%
C
CMCTCREATIVE MEDIA & COMMUNITY T
0.00%
Only in SCHH
W
WYWEYERHAEUSER CO
1.25%
R
RYNRAYONIER INC
0.41%
M
MRPMILLROSE PROPERTIES
0.31%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.16%
S
SMASMARTSTOP SELF STORAGE REIT
0.12%
?
—Sila Realty Trust Inc
0.12%
S
SAFESAFEHOLD INC
0.05%
A
AHRTAH REALTY TRUST INC
0.04%
F
FPIFARMLAND PARTNERS INC
0.03%
L
LANDGLADSTONE LAND CORP
0.02%
S
SITCSITE CENTERS CORP
0.02%
?
—Chicago Board of Trade
-0.00%
Hold DFAR and SCHH together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.