Fund comparison · from official SEC filings
FSRNX vs SCHH: how much do they overlap?
Fidelity Real Estate Index Fund and Schwab U.S. REIT ETF
vs
FSRNX and SCHH are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSRNX
SCHH
W
WELLWELLTOWER INC
8.49%
9.62%
P
PLDPROLOGIS INC
8.09%
8.96%
A
AMTAMERICAN TOWER CORP
5.24%
4.34%
E
EQIXEQUINIX INC
5.01%
4.89%
S
SPGSIMON PROPERTY GROUP INC
4.21%
4.47%
D
DLRDIGITAL REALTY TRUST INC
4.24%
4.35%
O
OREALTY INCOME CORP
3.63%
4.00%
P
PSAPUBLIC STORAGE
3.05%
3.40%
V
VTRVENTAS INC
2.53%
2.84%
C
CCICROWN CASTLE INC
2.47%
2.83%
I
IRMIRON MOUNTAIN INC
2.39%
2.69%
V
VICIVICI PROPERTIES INC
2.01%
2.19%
E
EXREXTRA SPACE STORAGE INC
1.96%
2.17%
A
AVBAVALONBAY COMMUNITIES INC
1.68%
1.83%
E
EQREQUITY RESIDENTIAL
1.45%
1.60%
S
SBACSBA COMMUNICATIONS CORP
1.55%
1.54%
W
WYWEYERHAEUSER CO
1.16%
1.25%
E
ESSESSEX PROPERTY TRUST INC
1.09%
1.25%
I
INVHINVITATION HOMES INC
1.11%
1.17%
W
WPCWP CAREY INC
1.03%
1.16%
K
KIMKIMCO REALTY CORP
1.03%
1.15%
M
MAAMID-AMERICA APARTMENT COMM
0.97%
1.07%
H
HSTHOST HOTELS & RESORTS INC
0.96%
1.04%
S
SUISUN COMMUNITIES INC
1.03%
1.02%
O
OHIOMEGA HEALTHCARE INVESTORS
0.85%
0.98%
Only in FSRNX
C
CBRECBRE GROUP INC - A
2.70%
?
—Fidelity Revere Street Trust
1.20%
J
JLLJONES LANG LASALLE INC
0.98%
C
CSGPCOSTAR GROUP INC
0.94%
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
0.16%
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
0.05%
U
UHTUNIVERSAL HEALTH RLTY INCOME
0.04%
F
FORFORESTAR GROUP INC
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 FSRNX and SCHH together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
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99% overlap
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98% overlap
SCHH vs FRELFidelity MSCI Real Estate Index ETF
92% overlap
SCHH vs DFARDimensional US Real Estate ETF
92% overlap
SCHH vs FESIXFidelity SAI 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.