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SCHH Real Estate ETF (SCHH)

Real Estate · Benchmark: Index Benchmark · Domiciled in US

AUM
$200.1B
Expense ratio
58.00%
Inception
2010-08-15
VMCI-Composite
64/100
5y CAGR
6.5%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

SCHH Real Estate ETF — analysis

Top-line read on SCHH: $200.1B of investor capital sitting inside the real estate SCHH Real Estate ETF fund, with the issuer charging 58 bps on top of total expenses each year. Inception 2010-08-15, benchmark Index Benchmark.

On the underlying-fundamentals lens, SCHH prints VMCI-Composite 64/100. The composite is a weighted mean of the top-10 holdings' VMCI scores, so a higher number indicates the fund's largest positions screen well on the five-pillar framework against Index Benchmark alternatives.

Against Index Benchmark, SCHH compounded 6.5% per year over five years (benchmark: 5.0%). Tracking quality on the real estate sleeve reads loose on that single statistic.

SCHH income summary: 5.00% trailing yield, distributions up 11.5% per year over five years. The yield sits in the high-yield band for the real estate cohort.

Concentration: top-10 holdings represent 29% of SCHH, with AAPL as the largest position at 3.36% of the fund. The sector tilt leans to Technology (29%), which is the dominant exposure investors should size around.

Direct peer set for SCHH: SPY, VOO, VTI. The comparison is most useful on three lines — expense ratio, tracking error to Index Benchmark, and distribution behaviour over five years.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.36%40
2MSFT3.20%68
3NVDA3.20%87
4AMZN3.15%44
5GOOGL2.90%80
6META2.74%81
7BRK-B2.74%52
8TSLA2.66%60
9V2.57%82
10JPM2.45%51
11UNH2.32%57
12XOM2.20%44
13JNJ2.07%86
14PG1.95%55
15MA1.70%78
16HD1.49%86
17MRK1.49%70
18AVGO1.41%43
19PEP1.16%79
20COST1.12%71
21KO1.04%70
22WMT0.95%58
23BAC0.83%88
24CVX0.71%81
25ADBE0.58%50

Performance & income

YTD
-0.5%
1y total return
24.4%
3y CAGR
6.5%
5y CAGR vs benchmark
6.5% / 5.0%
Dividend yield
5.00%
5y distribution CAGR
11.5%

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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