Fund comparison · from official SEC filings
FESIX vs SCHH: how much do they overlap?
Fidelity SAI Real Estate Index Fund and Schwab U.S. REIT ETF
vs
FESIX and SCHH are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FESIX
SCHH
W
WELLWELLTOWER INC
8.42%
9.62%
P
PLDPROLOGIS INC
8.02%
8.96%
A
AMTAMERICAN TOWER CORP
5.20%
4.34%
E
EQIXEQUINIX INC
4.97%
4.89%
S
SPGSIMON PROPERTY GROUP INC
4.17%
4.47%
D
DLRDIGITAL REALTY TRUST INC
4.20%
4.35%
O
OREALTY INCOME CORP
3.60%
4.00%
P
PSAPUBLIC STORAGE
3.02%
3.40%
V
VTRVENTAS INC
2.51%
2.84%
C
CCICROWN CASTLE INC
2.45%
2.83%
I
IRMIRON MOUNTAIN INC
2.37%
2.69%
V
VICIVICI PROPERTIES INC
1.99%
2.19%
E
EXREXTRA SPACE STORAGE INC
1.95%
2.17%
A
AVBAVALONBAY COMMUNITIES INC
1.67%
1.83%
E
EQREQUITY RESIDENTIAL
1.43%
1.60%
S
SBACSBA COMMUNICATIONS CORP
1.53%
1.54%
W
WYWEYERHAEUSER CO
1.15%
1.25%
E
ESSESSEX PROPERTY TRUST INC
1.08%
1.25%
I
INVHINVITATION HOMES INC
1.10%
1.17%
W
WPCWP CAREY INC
1.02%
1.16%
K
KIMKIMCO REALTY CORP
1.02%
1.15%
M
MAAMID-AMERICA APARTMENT COMM
0.97%
1.07%
H
HSTHOST HOTELS & RESORTS INC
0.96%
1.04%
S
SUISUN COMMUNITIES INC
1.02%
1.02%
O
OHIOMEGA HEALTHCARE INVESTORS
0.84%
0.98%
Only in FESIX
C
CBRECBRE GROUP INC - A
2.68%
?
—Fidelity Revere Street Trust
2.02%
J
JLLJONES LANG LASALLE INC
0.97%
C
CSGPCOSTAR GROUP INC
0.93%
Z
ZZILLOW GROUP INC - C
0.45%
C
COMPCOMPASS INC - CLASS A
0.29%
O
OPENOPENDOOR TECHNOLOGIES INC
0.29%
C
CWKCUSHMAN & WAKEFIELD LTD
0.21%
J
JOEST JOE CO/THE
0.16%
Z
ZGZILLOW GROUP INC - A
0.15%
N
NMRKNEWMARK GROUP INC-CLASS A
0.15%
H
HHHHOWARD HUGHES HOLDINGS INC
0.13%
L
LBLANDBRIDGE CO LLC-A
0.11%
?
—Veris Residential Inc
0.10%
?
—Kennedy-Wilson Holdings Inc
0.08%
W
WSRWHITESTONE REIT
0.05%
P
PKSTPEAKSTONE REALTY TRUST
0.05%
M
MMIMARCUS & MILLICHAP INC
0.04%
F
FORFORESTAR GROUP INC
0.04%
U
UHTUNIVERSAL HEALTH RLTY INCOME
0.04%
A
AIVAPARTMENT INVT & MGMT CO -A
0.03%
A
AGNTAGNT INC
0.03%
C
CLDTCHATHAM LODGING TRUST
0.03%
B
BFSSAUL CENTERS INC
0.03%
O
OLPONE LIBERTY PROPERTIES INC
0.03%
Only in SCHH
G
GVMXXSTATE ST INST US GOV MM-PREM
0.16%
I
IIPRINNOVATIVE INDUSTRIAL PROPER
0.12%
Hold FESIX and SCHH together? See your combined true holdings, overlap, and blended fees — free, no signup.
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99% overlap
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SCHH vs FRELFidelity MSCI Real Estate Index ETF
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SCHH vs DFARDimensional US Real Estate ETF
92% overlap
SCHH vs FSRNXFidelity Real Estate Index Fund
90% overlap
SCHH vs DFREXDFA REAL ESTATE SECURITIES PORTFOLIO
90% 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.