Compare · 2 funds side by side · dividends reinvested

BYRE and SCHH

BYREPrincipal×SCHHSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,980SCHH · best of the two

02 / 04

BYRE and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. REIT ETFSectors · Real estate0.07%2.91%+13.8%+13.9%+15.1%+1.9%−11.9%13.9%$11.1B1.3

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.81%+11.8%+10.8%+13.5%[…]−10.6%12.8%$27M1.7

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: BYRE 2022 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Principal Real Estate Active Opportunities ETF · $27M[…]

BYRE

SCHH

Schwab U.S. REIT ETF · $11.1B$10,980

$10,000 five years ago, dividends reinvested · they hold 46.0% in common

BYREMeasureSCHH

+11.8%Year to dateJan 1 → Nov 3+13.8%

+10.8%1 yearTotal return+13.9%

+13.5%3 years · per year$10,000 became $14,612 · $15,235+15.1%

[…]5 years · per year$10,000 became […] · $10,980+1.9%

0.60%Expense ratio$60 · $7 a year on $10k · lower is better0.07%

2.81%Trailing 12-mo yield$281 · $291 a year on $10k2.91%

−10.6%Worst dropSmaller is better−11.9%

12.8%VolatilityLower is calmer13.9%

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

2–5SCHH wins

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

More Ways to See the Pairs

BYRE vs SCHH: Top 5 Holdings

Today

BYRE

33.7%in top 5

SCHH

in top 532.6%

BYREStockSCHH

8.6%WELL10.1%

not top 5PLD8.4%

8.0%EQIX4.4%

7.2%AMT4.9%

5.4%CCInot top 5

not top 5SPG4.8%

4.5%VTRnot top 5

Held in common46.0%

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

BYRE vs SCHH Returns, Every Period

PrincipalBYRE

+10.8%

past year

SCHHSchwab

+13.9%

past year

BYRESCHHFaded: behind in that period

0–3SCHH wins

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

BYRE vs SCHH

YTD

PrincipalBYRE

+11.8%

SCHHSchwab

+13.8%

+11.8%Year to date+13.8%

−10.6%Worst drop · 1Y−11.9%

12.8%Volatility · 1Y13.9%

2.8%Yield2.9%

$27.2MAssets$11.1B

2–2level

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

Cost, Income and Risk

Fees: BYRE, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

BYRE0.60%$60

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

Yields: BYRE, SCHH

2.91%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.91%$291

BYRE2.81%$281

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

Income After Fees on $10,000

$284most kept, SCHH

SCHH$291 − $7 = $284

BYRE$281 − $60 = $221

KeptFee

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

Overlap: BYRE, SCHH

Today

46.0%most shared, BYRE and SCHH

BYRESCHH

BYRE—46.0%

SCHH46.0%—

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

Return vs Bumpiness: 2 ETFs

+13.9%SCHH, at 13.9% volatility

BYREWorst drop−10.6%12.8% 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

SCHHBYRE

+13.8%Year to date+11.8%

2.9%Yield2.8%

+13.9%Past year+10.8%

0.07%Fee0.60%

4–0SCHH wins

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