SCHHvsVBR
Schwab U.S. REIT ETF or Vanguard Small-Cap Value ETF, side by side from their own SEC filings. 8.1% of their stock holdings are the same at the same weight, across 56 stocks in both. VBR costs 0.05% a year against 0.07% for SCHH, $2 a year less on $10,000. Over the last twelve months SCHH returned +13.6% and VBR +27.0%.
The two funds
From each fund's latest N-PORT filing and its prospectus.
Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.
Growth of $100
Both funds from September 2019, the first month both report, dividends reinvested.
What they both hold
56 stocks are in both funds: 27% of SCHH and 8.1% of VBR. The biggest shared positions:
Only in SCHH
Its biggest stocks the other fund does not hold.
Only in VBR
Its biggest stocks the other fund does not hold.
More comparisons
From each fund’s Form N-PORT (SCHH: May 2026, VBR: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.