{
  "page": "compare",
  "query": {
    "a": "SWASX",
    "b": "USRT"
  },
  "retrieved_at": "2026-07-07T14:18:30+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Schwab Global Real Estate Fund",
    "ticker": "SWASX",
    "slug": "SWASX",
    "series_id": "S000015878",
    "html_url": "https://fundwatcher.app/funds/SWASX/"
  },
  "fund_b": {
    "name": "iShares Core U.S. REIT ETF",
    "ticker": "USRT",
    "slug": "USRT",
    "series_id": "S000015627",
    "html_url": "https://fundwatcher.app/funds/USRT/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4253094003349251957750562499",
    "coverage_b_by_a": "0.4253094003349251957750562498",
    "shared_count": 36,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "WELLTOWER INC",
        "value": "15988214.16",
        "weight": "0.05305838",
        "shared": true
      },
      {
        "name": "EQUINIX INC",
        "value": "14518422.52",
        "weight": "0.04818074",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "13766274.06",
        "weight": "0.04568467",
        "shared": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "9486618.70",
        "weight": "0.03148223",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "8327356.29",
        "weight": "0.02763511",
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      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "7957528.44",
        "weight": "0.02640780",
        "shared": true
      },
      {
        "name": "SIMON PROPERTY",
        "value": "7601974.20",
        "weight": "0.02522786",
        "shared": true
      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "7176156.09",
        "weight": "0.02381474",
        "shared": true
      },
      {
        "name": "EASTGROUP PROP",
        "value": "6835710.51",
        "weight": "0.02268494",
        "shared": true
      },
      {
        "name": "VENTAS INC REIT",
        "value": "6698595.36",
        "weight": "0.02222991",
        "shared": true
      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "6430177.60",
        "weight": "0.02133915",
        "shared": true
      },
      {
        "name": "BRIXMOR PROPERTY",
        "value": "6274486.68",
        "weight": "0.02082247",
        "shared": true
      },
      {
        "name": "DIAMONDROCK HOSPITALITY CO",
        "value": "6189328.68",
        "weight": "0.02053987",
        "shared": true
      },
      {
        "name": "EPR PROPERTIES",
        "value": "5880104.75",
        "weight": "0.01951368",
        "shared": true
      },
      {
        "name": "SEKISUI HOUSE RE",
        "value": "5735945.73",
        "weight": "0.01903527",
        "shared": false
      },
      {
        "name": "MITSUI FUDOSAN",
        "value": "5619736.73",
        "weight": "0.01864962",
        "shared": false
      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "5378739.24",
        "weight": "0.01784985",
        "shared": true
      },
      {
        "name": "COVIVIO",
        "value": "5349938.38",
        "weight": "0.01775427",
        "shared": false
      },
      {
        "name": "LONDONMETRIC PRO",
        "value": "4517981.70",
        "weight": "0.01499334",
        "shared": false
      },
      {
        "name": "WHARF REAL ESTAT",
        "value": "4428627.98",
        "weight": "0.01469682",
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      },
      {
        "name": "INVITATION HOMES INC",
        "value": "4398095.16",
        "weight": "0.01459549",
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      },
      {
        "name": "CAPITALAND ASCEN",
        "value": "4385710.51",
        "weight": "0.01455439",
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      },
      {
        "name": "HULIC CO LTD",
        "value": "4126776.04",
        "weight": "0.01369509",
        "shared": false
      },
      {
        "name": "VORNADO RLTY TST",
        "value": "4099215.40",
        "weight": "0.01360363",
        "shared": true
      },
      {
        "name": "EMAAR DEVELOPMENT PJSC COMMON STOCK AED1.0",
        "value": "4047261.08",
        "weight": "0.01343121",
        "shared": false
      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "3981787.92",
        "weight": "0.01321394",
        "shared": true
      },
      {
        "name": "UOL GROUP LTD",
        "value": "3945185.33",
        "weight": "0.01309247",
        "shared": false
      },
      {
        "name": "CHARTER HALL GRO",
        "value": "3929140.78",
        "weight": "0.01303922",
        "shared": false
      },
      {
        "name": "EMAAR PROP PJSC",
        "value": "3927316.58",
        "weight": "0.01303317",
        "shared": false
      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "3628045.98",
        "weight": "0.01204001",
        "shared": true
      },
      {
        "name": "NIPPON REIT INVE",
        "value": "3578466.57",
        "weight": "0.01187548",
        "shared": false
      },
      {
        "name": "SCENTRE GROUP",
        "value": "3496550.90",
        "weight": "0.01160363",
        "shared": false
      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "3318581.22",
        "weight": "0.01101302",
        "shared": true
      },
      {
        "name": "BRIT LAND CO PLC",
        "value": "3142820.43",
        "weight": "0.01042974",
        "shared": false
      },
      {
        "name": "DAIWA HOUSE INDU",
        "value": "2930221.59",
        "weight": "0.00972421",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "2860539.60",
        "weight": "0.00949297",
        "shared": true
      },
      {
        "name": "SWIREPROPERTIES",
        "value": "2729071.88",
        "weight": "0.00905668",
        "shared": false
      },
      {
        "name": "GPT GROUP",
        "value": "2718506.95",
        "weight": "0.00902162",
        "shared": false
      },
      {
        "name": "KERRY PPT",
        "value": "2711332.45",
        "weight": "0.00899781",
        "shared": false
      },
      {
        "name": "SHK PPT",
        "value": "2667756.38",
        "weight": "0.00885320",
        "shared": false
      },
      {
        "name": "BOARDWALK REAL E",
        "value": "2634986.40",
        "weight": "0.00874445",
        "shared": false
      },
      {
        "name": "VICINITY CENTRES",
        "value": "2602143.80",
        "weight": "0.00863546",
        "shared": false
      },
      {
        "name": "SUNWAY REAL ESTA",
        "value": "2572491.75",
        "weight": "0.00853705",
        "shared": false
      },
      {
        "name": "CARMILA",
        "value": "2483954.54",
        "weight": "0.00824324",
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      },
      {
        "name": "Glenveagh Properties plc (London)",
        "value": "2475424.11",
        "weight": "0.00821493",
        "shared": false
      },
      {
        "name": "BIG YELLOW GROUP",
        "value": "2423131.36",
        "weight": "0.00804139",
        "shared": false
      },
      {
        "name": "CHINA RES LAND",
        "value": "2402773.19",
        "weight": "0.00797383",
        "shared": false
      },
      {
        "name": "AMERICAN TOWER CORP",
        "value": "2341459.44",
        "weight": "0.00777035",
        "shared": false
      },
      {
        "name": "AROUNDTOWN SA",
        "value": "2319133.51",
        "weight": "0.00769626",
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      },
      {
        "name": "GLOBAL ONE REIT",
        "value": "2318537.88",
        "weight": "0.00769428",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "WELLTOWER INC",
        "value": "284951384.72",
        "weight": "0.08533779",
        "shared": true
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "269440849.92",
        "weight": "0.08069267",
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      },
      {
        "name": "EQUINIX INC",
        "value": "200077880.53",
        "weight": "0.05991971",
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      },
      {
        "name": "SIMON PROPERTY",
        "value": "154294767.27",
        "weight": "0.04620850",
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      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "151383738.75",
        "weight": "0.04533670",
        "shared": true
      },
      {
        "name": "REALTY INCOME CORP REIT",
        "value": "148490730.96",
        "weight": "0.04447029",
        "shared": true
      },
      {
        "name": "PUBLIC STORAGE",
        "value": "130453927.46",
        "weight": "0.03906859",
        "shared": true
      },
      {
        "name": "VENTAS INC REIT",
        "value": "109312835.67",
        "weight": "0.03273722",
        "shared": true
      },
      {
        "name": "VICI PROPERTIES",
        "value": "90160302.96",
        "weight": "0.02700138",
        "shared": true
      },
      {
        "name": "EXTRA SPACE STORAGE INC",
        "value": "87366191.22",
        "weight": "0.02616460",
        "shared": false
      },
      {
        "name": "IRON MOUNTAIN INC",
        "value": "81245393.28",
        "weight": "0.02433153",
        "shared": true
      },
      {
        "name": "AVALONBAY COMMUNITIES INC REIT",
        "value": "75946285.19",
        "weight": "0.02274454",
        "shared": false
      },
      {
        "name": "EQUITY RESIDENTIAL REIT",
        "value": "70946832.96",
        "weight": "0.02124729",
        "shared": false
      },
      {
        "name": "INVITATION HOMES INC",
        "value": "49159036.08",
        "weight": "0.01472224",
        "shared": true
      },
      {
        "name": "ESSEX PROPERTY TRUST INC",
        "value": "48248469.07",
        "weight": "0.01444954",
        "shared": true
      },
      {
        "name": "MID AMERICA APT CMNTY INC",
        "value": "46969141.90",
        "weight": "0.01406641",
        "shared": false
      },
      {
        "name": "SUN COMMUNITIES INC - REIT",
        "value": "46906473.28",
        "weight": "0.01404764",
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      },
      {
        "name": "WP CAREY INC",
        "value": "45441497.25",
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      },
      {
        "name": "KIMCO REALTY CORPORATION",
        "value": "42339116.76",
        "weight": "0.01267980",
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      },
      {
        "name": "REGENCY CENTERS CORP REIT",
        "value": "39564620.76",
        "weight": "0.01184889",
        "shared": false
      },
      {
        "name": "OMEGA HEALTHCARE INVESTORS INC",
        "value": "38910546.12",
        "weight": "0.01165301",
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      },
      {
        "name": "HOST HOTELS & RE",
        "value": "38193276.27",
        "weight": "0.01143820",
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      },
      {
        "name": "UDR INC",
        "value": "36889132.70",
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      },
      {
        "name": "GAMING AND LEISURE PROPRTI INC",
        "value": "36520206.50",
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      },
      {
        "name": "EQUITY LIFESTYLE PPTYS INC",
        "value": "36480359.15",
        "weight": "0.01092521",
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      },
      {
        "name": "HEALTHPEAK PROPERTIES INC",
        "value": "35919419.32",
        "weight": "0.01075722",
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      },
      {
        "name": "CAMDEN PROP TR",
        "value": "34598184.45",
        "weight": "0.01036153",
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      },
      {
        "name": "LAMAR ADVERTISING CO CL A",
        "value": "33289387.95",
        "weight": "0.00996957",
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      },
      {
        "name": "AMERICAN HOMES-A",
        "value": "32163635.52",
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      },
      {
        "name": "BXP INC",
        "value": "30787252.89",
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      },
      {
        "name": "EASTGROUP PROP",
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      },
      {
        "name": "REXFORD INDUSTRIAL REALTY INC",
        "value": "28398114.57",
        "weight": "0.00850472",
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      },
      {
        "name": "ALEXANDRIA REAL ES EQ INC REIT",
        "value": "28169488.08",
        "weight": "0.00843625",
        "shared": false
      },
      {
        "name": "FED REALTY INVS",
        "value": "25864184.16",
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      },
      {
        "name": "CUBESMART",
        "value": "25534286.10",
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      },
      {
        "name": "CARETRUST REIT INC",
        "value": "24975269.74",
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      },
      {
        "name": "AGREE REALTY CORP",
        "value": "24553505.05",
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      },
      {
        "name": "BRIXMOR PROPERTY",
        "value": "24516814.92",
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      },
      {
        "name": "AMERICAN HEALTHCARE REIT INC",
        "value": "23605299.64",
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      },
      {
        "name": "NNN REIT INC",
        "value": "23421998.61",
        "weight": "0.00701447",
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      },
      {
        "name": "FIRST INDUSTRIAL REALTY TRUST",
        "value": "22328319.16",
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      },
      {
        "name": "STAG INDUSTRIAL INC CL A",
        "value": "21055113.20",
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      },
      {
        "name": "TERRENO REALTY CORP",
        "value": "18742068.54",
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      {
        "name": "ESSENTIAL PROPERTIES REALTY TRUST INC",
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      },
      {
        "name": "RYMAN HOSPITALITY PPTYS INC",
        "value": "17389192.80",
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      },
      {
        "name": "VORNADO RLTY TST",
        "value": "16918429.08",
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        "shared": true
      },
      {
        "name": "HEALTHCARE REALTY TRUST INC",
        "value": "16547434.87",
        "weight": "0.00495566",
        "shared": false
      },
      {
        "name": "KITE REALTY GROUP TRUST",
        "value": "15195046.77",
        "weight": "0.00455064",
        "shared": false
      },
      {
        "name": "MACERICH COMPANY",
        "value": "14303716.23",
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      },
      {
        "name": "MILLROSE PROPERTIES INC",
        "value": "13709758.20",
        "weight": "0.00410582",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-039961",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/869365/000141036826039961/0001410368-26-039961-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-011792",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000094040026011792/0000940400-26-011792-index.htm"
    }
  ]
}