Compare · 2 funds side by side · dividends reinvested

AVRE and SCHH

AVREAvantis×SCHHSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,386SCHH · best of the two

02 / 04

AVRE and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. REIT ETFSectors · Real estate0.07%2.83%+17.1%+17.5%+15.9%+2.6%−11.9%14.2%$11.1B1.4

Avantis Real Estate ETFSectors · Real estate0.17%2.89%+11.5%+11.9%+14.1%+1.2%−10.5%12.6%$890M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: AVRE 2021 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $890M$10,633

AVRE

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 69.9% in common

AVREMeasureSCHH

+11.5%Year to dateJan 1 → Nov 4+17.1%

+11.9%1 yearTotal return+17.5%

+14.1%3 years · per year$10,000 became $14,863 · $15,578+15.9%

+1.2%5 years · per year$10,000 became $10,633 · $11,386+2.6%

0.17%Expense ratio$17 · $7 a year on $10k · lower is better0.07%

2.89%Trailing 12-mo yield$289 · $283 a year on $10k2.83%

−10.5%Worst dropSmaller is better−11.9%

12.6%VolatilityLower is calmer14.2%

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

3–5SCHH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVRE vs SCHH: Top 5 Holdings

Today

AVRE

27.9%in top 5

SCHH

in top 532.7%

AVREStockSCHH

7.9%WELL10.2%

6.2%PLD8.3%

5.6%EQIX4.5%

4.4%AMT4.9%

3.8%SPG4.8%

Held in common69.9%

End-of-day Nov 4, 2026 · share of each fund

AVRE vs SCHH Returns, Every Period

AvantisAVRE

+1.2%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

AVRESCHHFaded: behind in that period

0–4SCHH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVRE vs SCHH

YTD

AvantisAVRE

+11.5%

SCHHSchwab

+17.1%

+11.5%Year to date+17.1%

−10.5%Worst drop · 1Y−11.9%

12.6%Volatility · 1Y14.2%

2.9%Yield2.8%

$890MAssets$11.1B

3–1AVRE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVRE, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

AVRE0.17%$17

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVRE, SCHH

2.89%highest, AVRE

FundTrailing yieldYield$10k

AVRE2.89%$289

SCHH2.83%$283

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

AVRE$289 − $17 = $272

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVRE, SCHH

Today

69.9%most shared, AVRE and SCHH

AVRESCHH

AVRE—69.9%

SCHH69.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%SCHH, at 14.2% volatility

AVREWorst drop−10.5%12.6% vol

SCHHWorst drop−11.9%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AVRESCHH

+11.5%Year to date+17.1%

2.9%Yield2.8%

+11.9%Past year+17.5%

0.17%Fee0.07%

3–1SCHH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026