Compare · 2 funds side by side · dividends reinvested

BBRE and SCHH

BBREJ.P. Morgan×SCHHSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,129BBRE · best of the two

02 / 04

BBRE and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders MSCI US REIT ETFSectors · Real estate0.11%2.73%+18.1%+18.0%+17.2%+3.9%−12.5%14.1%$1.3B1.4

Schwab U.S. REIT ETFSectors · Real estate0.07%2.83%+17.1%+17.5%+15.9%+2.6%−11.9%14.2%$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 4, 2026 · returns include dividends · since: BBRE 2018 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3B$12,129

BBRE

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 82.2% in common

BBREMeasureSCHH

+18.1%Year to dateJan 1 → Nov 4+17.1%

+18.0%1 yearTotal return+17.5%

+17.2%3 years · per year$10,000 became $16,110 · $15,578+15.9%

+3.9%5 years · per year$10,000 became $12,129 · $11,386+2.6%

0.11%Expense ratio$11 · $7 a year on $10k · lower is better0.07%

2.73%Trailing 12-mo yield$273 · $283 a year on $10k2.83%

−12.5%Worst dropSmaller is better−11.9%

14.1%VolatilityLower is calmer14.2%

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

5–3BBRE wins

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

More Ways to See the Pairs

BBRE vs SCHH: Top 5 Holdings

Today

BBRE

34.5%in top 5

SCHH

in top 532.7%

BBREStockSCHH

12.5%WELL10.2%

8.8%PLD8.3%

not top 5AMT4.9%

4.6%SPG4.8%

not top 5EQIX4.5%

4.5%PSAnot top 5

4.2%DLRnot top 5

Held in common82.2%

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

BBRE vs SCHH Returns, Every Period

J.P. MorganBBRE

+3.9%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

BBRESCHHFaded: behind in that period

4–0BBRE wins

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

BBRE vs SCHH

YTD

J.P. MorganBBRE

+18.1%

SCHHSchwab

+17.1%

+18.1%Year to date+17.1%

−12.5%Worst drop · 1Y−11.9%

14.1%Volatility · 1Y14.2%

2.7%Yield2.8%

$1.3BAssets$11.1B

2–2level

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

Cost, Income and Risk

Fees: BBRE, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

BBRE0.11%$11

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

Yields: BBRE, SCHH

2.83%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.83%$283

BBRE2.73%$273

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

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

BBRE$273 − $11 = $262

KeptFee

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

Overlap: BBRE, SCHH

Today

82.2%most shared, BBRE and SCHH

BBRESCHH

BBRE—82.2%

SCHH82.2%—

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

Return vs Bumpiness: 2 ETFs

+18.0%BBRE, at 14.1% volatility

BBREWorst drop−12.5%14.1% 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

SCHHBBRE

+17.1%Year to date+18.1%

2.8%Yield2.7%

+17.5%Past year+18.0%

0.07%Fee0.11%

2–2level

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