SCHH vs. XJR ETF Comparison

Comparison of Schwab U.S. REIT ETF (SCHH) to iShares ESG Screened S&P Small-Cap ETF (XJR)
SCHH

Schwab U.S. REIT ETF

SCHH Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT IndexSM. The fund invests at least 90% of its net assets in securities included in the index. It generally gives the same weight to a given security as the index does. The index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts ("REITs"). The fund may sell securities that are represented in the index in anticipation of their removal from the index, or buy securities that are not yet represented in the index in anticipation of their addition to the index. It is non-diversified.

Grade (RS Rating)

Last Trade

$22.74

Average Daily Volume

4,643,104

Number of Holdings *

111

* may have additional holdings in another (foreign) market
XJR

iShares ESG Screened S&P Small-Cap ETF

XJR Description The investment seeks to track the investment results of an index composed of small-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index, which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.63

Average Daily Volume

6,427

Number of Holdings *

541

* may have additional holdings in another (foreign) market
Performance
Period SCHH XJR
30 Days -1.13% 9.37%
60 Days -2.45% 6.87%
90 Days 1.76% 7.42%
12 Months 25.68% 31.98%
38 Overlapping Holdings
Symbol Grade Weight in SCHH Weight in XJR Overlap
AAT B 0.09% 0.11% 0.09%
AHH D 0.06% 0.06% 0.06%
AKR B 0.19% 0.21% 0.19%
ALEX C 0.1% 0.11% 0.1%
APLE B 0.26% 0.28% 0.26%
BDN C 0.07% 0.08% 0.07%
CSR B 0.08% 0.09% 0.08%
CTRE D 0.38% 0.41% 0.38%
DEA D 0.09% 0.1% 0.09%
DEI B 0.22% 0.0% 0.0%
DRH B 0.14% 0.15% 0.14%
ELME D 0.1% 0.11% 0.1%
EPRT B 0.43% 0.47% 0.43%
FCPT C 0.2% 0.22% 0.2%
GNL F 0.11% 0.12% 0.11%
GTY B 0.12% 0.13% 0.12%
HIW D 0.25% 0.27% 0.25%
HPP F 0.04% 0.03% 0.03%
IIPR D 0.22% 0.24% 0.22%
INN D 0.05% 0.05% 0.05%
JBGS D 0.1% 0.11% 0.1%
LTC B 0.12% 0.13% 0.12%
LXP D 0.2% 0.22% 0.2%
MAC B 0.31% 0.34% 0.31%
MPW F 0.19% 0.2% 0.19%
NXRT B 0.07% 0.08% 0.07%
OUT A 0.19% 0.21% 0.19%
PEB D 0.11% 0.12% 0.11%
PECO A 0.35% 0.38% 0.35%
ROIC A 0.16% 0.18% 0.16%
SHO C 0.15% 0.17% 0.15%
SKT B 0.29% 0.32% 0.29%
SLG B 0.37% 0.41% 0.37%
SVC F 0.03% 0.04% 0.03%
UE C 0.21% 0.22% 0.21%
UNIT B 0.1% 0.12% 0.1%
VRE B 0.11% 0.12% 0.11%
XHR B 0.11% 0.12% 0.11%
SCHH Overweight 73 Positions Relative to XJR
Symbol Grade Weight
PLD D 7.7%
AMT D 6.73%
EQIX A 6.26%
WELL A 4.5%
DLR B 4.16%
SPG B 4.09%
PSA D 3.92%
O D 3.65%
CCI D 3.35%
EXR D 2.58%
IRM D 2.5%
VICI C 2.46%
AVB B 2.4%
VTR C 1.95%
EQR B 1.87%
SBAC D 1.76%
WY D 1.66%
ESS B 1.43%
INVH D 1.43%
MAA B 1.37%
KIM A 1.25%
ARE D 1.21%
SUI D 1.08%
DOC D 1.08%
GLPI C 1.0%
ELS C 0.98%
UDR B 0.98%
CPT B 0.94%
WPC D 0.91%
HST C 0.9%
REG B 0.89%
AMH D 0.87%
BXP D 0.84%
LAMR D 0.83%
CUBE D 0.81%
OHI C 0.75%
REXR F 0.69%
BRX A 0.65%
EGP F 0.62%
FRT B 0.62%
NNN D 0.58%
ADC B 0.57%
FR C 0.51%
STAG F 0.49%
RHP B 0.49%
VNO B 0.49%
KRG B 0.44%
TRNO F 0.43%
COLD D 0.42%
CUZ B 0.35%
IRT A 0.35%
SBRA C 0.31%
RYN D 0.3%
KRC C 0.3%
NHI D 0.25%
CDP C 0.25%
EPR D 0.25%
BNL D 0.24%
PK B 0.22%
PCH D 0.22%
NSA D 0.22%
IVT B 0.17%
EQC B 0.16%
ESRT C 0.11%
RLJ C 0.11%
UMH C 0.1%
PDM D 0.09%
NTST D 0.09%
AIV C 0.08%
PGRE F 0.06%
PLYM F 0.05%
FPI B 0.04%
GMRE F 0.04%
SCHH Underweight 503 Positions Relative to XJR
Symbol Grade Weight
MLI C -0.83%
CRS A -0.72%
SPXC A -0.64%
LUMN C -0.64%
GKOS B -0.62%
RHI B -0.6%
ATI D -0.58%
MARA C -0.57%
AWI A -0.55%
SPSC C -0.55%
ALK C -0.53%
MTH D -0.52%
COOP B -0.51%
BMI B -0.51%
VFC C -0.5%
MMSI B -0.49%
ACIW B -0.47%
BCPC B -0.47%
FSS B -0.46%
AVAV D -0.44%
BCC B -0.44%
EAT A -0.44%
DY D -0.43%
GPI A -0.43%
PIPR B -0.43%
CORT B -0.42%
ITRI B -0.42%
ACA A -0.42%
RDNT B -0.42%
RDN C -0.41%
MATX C -0.41%
ABG B -0.41%
AL B -0.41%
BOX B -0.39%
SHAK C -0.39%
IBP D -0.39%
IDCC A -0.37%
SFBS B -0.37%
SIG B -0.36%
AGO B -0.36%
WHD B -0.36%
ITGR B -0.36%
ALKS B -0.36%
PLXS B -0.35%
AROC B -0.35%
SANM B -0.35%
SKYW B -0.35%
FTDR A -0.35%
KTB B -0.35%
LRN A -0.35%
NSIT F -0.34%
FUN C -0.34%
AEIS B -0.34%
MHO D -0.34%
GVA A -0.34%
CVCO A -0.33%
FUL F -0.33%
SEM B -0.33%
ICUI D -0.33%
STEP B -0.33%
BOOT D -0.33%
PBH A -0.33%
FELE B -0.33%
DXC B -0.32%
SITM B -0.32%
KFY B -0.32%
VRRM D -0.31%
ESE B -0.31%
PJT A -0.31%
OGN D -0.31%
REZI A -0.31%
CALM A -0.31%
GEO B -0.31%
TPH D -0.31%
GMS B -0.31%
NWL B -0.3%
DORM B -0.3%
WDFC B -0.3%
NPO A -0.3%
JBT B -0.3%
MSGS A -0.3%
SMTC B -0.3%
RUSHA C -0.29%
CNK B -0.28%
FHB A -0.28%
CCOI B -0.28%
ABM B -0.28%
SMPL B -0.28%
GFF A -0.27%
HASI D -0.27%
ATGE B -0.27%
OTTR C -0.27%
IAC D -0.27%
WD D -0.27%
TDS B -0.26%
BXMT C -0.26%
CRVL A -0.26%
SXT B -0.26%
BGC C -0.26%
TRN C -0.25%
AEO F -0.25%
HUBG A -0.25%
VIRT B -0.25%
SHOO D -0.25%
CARG C -0.25%
BRC D -0.25%
AWR B -0.25%
FORM D -0.25%
BL B -0.25%
AGYS A -0.24%
IOSP B -0.24%
GSHD A -0.24%
ALRM C -0.24%
PATK D -0.24%
CWT D -0.24%
PENN C -0.24%
CVBF A -0.24%
LCII C -0.24%
NMIH D -0.24%
SLVM B -0.24%
DV C -0.23%
PRK B -0.23%
PLMR B -0.23%
SATS D -0.23%
AZZ B -0.23%
HBI B -0.23%
SNEX B -0.23%
WAFD B -0.23%
CPK A -0.23%
PRGS A -0.23%
UNF B -0.23%
CNS B -0.22%
VSCO B -0.22%
DIOD D -0.22%
VCEL B -0.22%
ARCB C -0.21%
EPAC B -0.21%
JJSF B -0.21%
OSIS B -0.21%
HNI B -0.21%
KLIC B -0.21%
MTX B -0.21%
ENVA B -0.21%
POWL C -0.21%
HWKN B -0.2%
PTGX C -0.2%
DOCN D -0.2%
ENR B -0.2%
NARI C -0.2%
TDW F -0.2%
IBTX B -0.19%
MTRN C -0.19%
CPRX C -0.19%
IPAR B -0.19%
STRA C -0.19%
CWEN C -0.19%
PINC B -0.19%
YELP C -0.19%
AIR B -0.19%
ACLS F -0.19%
SXI B -0.19%
TTMI B -0.19%
CCS D -0.19%
BANF B -0.19%
WERN C -0.19%
MYRG B -0.19%
VIAV B -0.18%
CNMD C -0.18%
PSMT C -0.18%
TFIN A -0.18%
UFPT B -0.18%
KMT B -0.18%
BANC A -0.18%
CURB D -0.18%
HAYW B -0.18%
RUN F -0.18%
KWR C -0.18%
AAP C -0.18%
HI C -0.18%
EVTC B -0.18%
CWK B -0.17%
WLY B -0.17%
GRBK D -0.17%
VYX B -0.17%
ROCK C -0.17%
URBN C -0.17%
LGND B -0.17%
LGIH D -0.17%
B B -0.17%
PLUS F -0.17%
KAR B -0.17%
PRVA B -0.17%
ADUS D -0.17%
CAKE C -0.17%
LMAT A -0.17%
QDEL F -0.17%
PRG C -0.16%
NEO C -0.16%
SUPN C -0.16%
OI C -0.16%
MRCY B -0.16%
TNDM F -0.16%
RAMP C -0.16%
OMCL C -0.16%
MCY A -0.16%
ALG B -0.16%
EXTR B -0.16%
GBX A -0.16%
LZB B -0.15%
GO C -0.15%
KSS F -0.15%
JBLU F -0.15%
WWW B -0.15%
FL F -0.15%
CABO C -0.15%
CALX D -0.15%
JOE F -0.15%
FBK B -0.15%
WGO C -0.14%
CENTA C -0.14%
BHE B -0.14%
EPC D -0.14%
ASTH D -0.14%
TRUP B -0.14%
NGVT B -0.14%
ROG D -0.14%
APOG B -0.14%
DNOW B -0.13%
PDCO D -0.13%
HLX B -0.13%
VRTS B -0.13%
SCL C -0.13%
UPBD B -0.13%
CTS C -0.13%
HOPE B -0.13%
SONO C -0.13%
KN B -0.13%
DFIN D -0.13%
SJW D -0.13%
THS D -0.13%
MLKN D -0.13%
WKC D -0.13%
TNC D -0.13%
UCTT D -0.13%
NWN A -0.13%
AMPH D -0.13%
HLIT D -0.12%
USPH B -0.12%
HTH B -0.12%
TRIP F -0.12%
TILE B -0.12%
TGI B -0.12%
AMWD C -0.12%
SNDR B -0.12%
SPNT A -0.12%
XNCR B -0.12%
VECO F -0.12%
DVAX C -0.12%
CHEF A -0.12%
LEG F -0.12%
IART C -0.12%
NTCT C -0.12%
ANDE D -0.12%
PLAB C -0.12%
NHC C -0.12%
PZZA D -0.12%
CSGS B -0.12%
ADEA D -0.11%
SBH C -0.11%
THRM D -0.11%
FOXF F -0.11%
MYGN F -0.11%
UNFI A -0.11%
SABR C -0.11%
STEL A -0.11%
BKE B -0.11%
NX C -0.11%
LNN B -0.11%
MXL C -0.1%
TWO D -0.1%
MODG F -0.1%
RC D -0.1%
WOR F -0.1%
COHU C -0.1%
ATEN B -0.1%
DCOM A -0.1%
QNST B -0.1%
VICR B -0.1%
MD B -0.1%
SAFT C -0.1%
HRMY D -0.1%
KALU C -0.1%
KW B -0.1%
STAA F -0.1%
BFH B -0.1%
CERT F -0.09%
SXC A -0.09%
MCRI A -0.09%
EFC C -0.09%
PLAY D -0.09%
ALGT B -0.09%
ICHR C -0.09%
AMSF B -0.09%
FIZZ C -0.09%
FDP B -0.09%
CARS B -0.09%
OXM D -0.09%
SDGR C -0.09%
NVEE F -0.09%
SCSC B -0.09%
ECPG B -0.09%
EXPI C -0.09%
DGII B -0.09%
PMT D -0.09%
GIII D -0.09%
MSEX B -0.09%
ARI C -0.09%
CENX B -0.09%
NAVI C -0.09%
ARLO C -0.09%
TMP B -0.08%
HSII B -0.08%
PDFS C -0.08%
AOSL C -0.08%
MRTN C -0.08%
CXM C -0.08%
BLMN F -0.08%
PARR D -0.08%
MMI B -0.08%
AMN F -0.08%
UTL B -0.08%
COLL F -0.08%
CLB B -0.08%
SBSI B -0.08%
PRLB A -0.08%
XRX F -0.08%
XPEL C -0.08%
DLX B -0.08%
AHCO F -0.08%
INVA D -0.08%
FBRT C -0.08%
AORT B -0.08%
CBRL C -0.08%
DAN D -0.08%
CAL D -0.08%
CFFN B -0.07%
PRAA C -0.07%
AVNS F -0.07%
ASIX A -0.07%
WNC C -0.07%
ASTE B -0.07%
HCSG C -0.07%
BSIG A -0.07%
CNXN C -0.07%
ODP F -0.07%
DXPE B -0.07%
OMI F -0.07%
LPG F -0.07%
EYE C -0.07%
ARR D -0.07%
VVI C -0.07%
PENG D -0.07%
BLFS C -0.07%
JACK D -0.07%
ANIP F -0.07%
CWEN C -0.07%
SAH A -0.07%
HCI C -0.07%
SAFE D -0.07%
VTOL B -0.07%
RWT D -0.07%
VSAT F -0.06%
SWI B -0.06%
REX D -0.06%
GDEN B -0.06%
NABL F -0.06%
HAIN C -0.06%
SSTK F -0.06%
MCW B -0.06%
JBSS D -0.06%
AXL C -0.06%
SITC D -0.06%
HSTM B -0.06%
KOP C -0.06%
RCUS F -0.06%
MATW C -0.06%
TTGT C -0.06%
MNRO D -0.06%
PCRX C -0.06%
BJRI B -0.06%
LQDT B -0.05%
MTUS C -0.05%
NVRI F -0.05%
SHEN F -0.05%
HZO D -0.05%
AMBC C -0.05%
IIIN C -0.05%
SCVL F -0.05%
INVX C -0.05%
SEDG F -0.05%
SPTN D -0.05%
SCHL D -0.05%
CVI F -0.05%
VIR D -0.05%
WSR A -0.05%
UFCS B -0.05%
ETD C -0.05%
SMP B -0.05%
MGPI F -0.05%
FWRD D -0.05%
KREF D -0.05%
NBR C -0.05%
CTKB C -0.05%
CEVA B -0.05%
MATV D -0.05%
USNA C -0.04%
KELYA F -0.04%
GES F -0.04%
HTZ C -0.04%
IRWD F -0.04%
BFS C -0.04%
PAHC C -0.04%
THRY F -0.04%
SLP D -0.04%
GOGO C -0.04%
BGS F -0.04%
UHT D -0.04%
HTLD B -0.04%
NYMT C -0.04%
TR B -0.04%
MLAB D -0.04%
LESL C -0.04%
SNCY C -0.04%
JXN C -0.04%
CRSR C -0.03%
FLGT F -0.03%
TWI F -0.03%
CNSL C -0.03%
CENT C -0.03%
WRLD C -0.03%
MYE F -0.03%
RGNX F -0.03%
GDOT D -0.01%
HAFC A -0.0%
GPRE F -0.0%
TRST A -0.0%
PFBC B -0.0%
CPF A -0.0%
PRA C -0.0%
HFWA B -0.0%
EGBN B -0.0%
PBI B -0.0%
BRKL B -0.0%
BHLB B -0.0%
EIG B -0.0%
WT B -0.0%
VBTX B -0.0%
WABC B -0.0%
PRDO B -0.0%
HMN B -0.0%
STBA B -0.0%
CUBI C -0.0%
NBHC B -0.0%
NWBI B -0.0%
LKFN B -0.0%
CHCO B -0.0%
FCF A -0.0%
FBNC A -0.0%
ENV B -0.0%
STC B -0.0%
CASH A -0.0%
OFG B -0.0%
ABR C -0.0%
NBTB B -0.0%
PFS B -0.0%
TRMK B -0.0%
RNST B -0.0%
BANR B -0.0%
SBCF A -0.0%
TBBK B -0.0%
PPBI B -0.0%
PAYO A -0.0%
FFBC A -0.0%
SFNC B -0.0%
INDB B -0.0%
BOH B -0.0%
BKU A -0.0%
GNW A -0.0%
FBP B -0.0%
APAM B -0.0%
WSFS A -0.0%
CATY B -0.0%
CBU B -0.0%
AUB B -0.0%
FULT A -0.0%
MC C -0.0%
UCB A -0.0%
AX A -0.0%
SEE C -0.0%
ABCB B -0.0%
GTES A -0.0%
LNC B -0.0%
CMA A -0.0%
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