Compare · 2 funds side by side · dividends reinvested

USRT and SCHH

USRTiShares×SCHHSchwab×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$15,948USRT · best of the two

02 / 04

USRT and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.4

Schwab U.S. REIT ETFSectors · Real estate0.07%2.91%+13.8%+13.9%+15.1%+1.9%−11.9%13.9%$11.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: USRT 2007 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$11,871

USRT

SCHH

Schwab U.S. REIT ETF · $11.1B$10,980

$10,000 five years ago, dividends reinvested · they hold 86.8% in common

USRTMeasureSCHH

+15.3%Year to dateJan 1 → Nov 3+13.8%

+15.3%1 yearTotal return+13.9%

+16.8%3 years · per year$10,000 became $15,948 · $15,235+15.1%

+3.5%5 years · per year$10,000 became $11,871 · $10,980+1.9%

0.08%Expense ratio$8 · $7 a year on $10k · lower is better0.07%

2.72%Trailing 12-mo yield$272 · $291 a year on $10k2.91%

−12.4%Worst dropSmaller is better−11.9%

13.6%VolatilityLower is calmer13.9%

USRTSCHH Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3USRT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs SCHH: Top 5 Holdings

Today

USRT

31.3%in top 5

SCHH

in top 532.6%

USRTStockSCHH

9.0%WELL10.1%

6.9%PLD8.4%

6.1%EQIX4.4%

not top 5AMT4.9%

4.7%SPG4.8%

4.5%PSAnot top 5

Held in common86.8%

End-of-day Nov 3, 2026 · share of each fund

USRT vs SCHH Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

SCHHSchwab

+1.9%

5 years, per year

USRTSCHHFaded: behind in that period

4–0USRT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USRT vs SCHH

YTD

iSharesUSRT

+15.3%

SCHHSchwab

+13.8%

+15.3%Year to date+13.8%

−12.4%Worst drop · 1Y−11.9%

13.6%Volatility · 1Y13.9%

2.7%Yield2.9%

$4.3BAssets$11.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USRT, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

USRT0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USRT, SCHH

2.91%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.91%$291

USRT2.72%$272

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$284most kept, SCHH

SCHH$291 − $7 = $284

USRT$272 − $8 = $264

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USRT, SCHH

Today

86.8%most shared, USRT and SCHH

USRTSCHH

USRT—86.8%

SCHH86.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

USRTWorst drop−12.4%13.6% vol

SCHHWorst drop−11.9%13.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHHUSRT

+13.8%Year to date+15.3%

2.9%Yield2.7%

+13.9%Past year+15.3%

0.07%Fee0.08%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026