Compare · 2 funds side by side · dividends reinvested

DFAR and SCHH

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

02 / 04

DFAR and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.3

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: DFAR 1993 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

DFAR

SCHH

Schwab U.S. REIT ETF · $11.1B$10,980

$10,000 five years ago, dividends reinvested · they hold 92.9% in common

DFARMeasureSCHH

+14.3%Year to dateJan 1 → Nov 3+13.8%

+14.3%1 yearTotal return+13.9%

+14.9%3 years · per year$10,000 became $15,153 · $15,235+15.1%

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

0.22%Expense ratio$22 · $7 a year on $10k · lower is better0.07%

3.38%Trailing 12-mo yield$338 · $291 a year on $10k2.91%

−11.5%Worst dropSmaller is better−11.9%

13.7%VolatilityLower is calmer13.9%

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

5–2DFAR wins

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

More Ways to See the Pairs

DFAR vs SCHH: Top 5 Holdings

Today

DFAR

29.1%in top 5

SCHH

in top 532.6%

DFARStockSCHH

7.4%WELL10.1%

6.4%PLD8.4%

5.1%AMT4.9%

5.1%EQIX4.4%

5.0%SPG4.8%

Held in common92.9%

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

DFAR vs SCHH Returns, Every Period

DimensionalDFAR

+14.3%

past year

SCHHSchwab

+13.9%

past year

DFARSCHHFaded: behind in that period

2–1DFAR wins

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

DFAR vs SCHH

YTD

DimensionalDFAR

+14.3%

SCHHSchwab

+13.8%

+14.3%Year to date+13.8%

−11.5%Worst drop · 1Y−11.9%

13.7%Volatility · 1Y13.9%

3.4%Yield2.9%

$8.5BAssets$11.1B

4–0DFAR wins

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

Cost, Income and Risk

Fees: DFAR, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

DFAR0.22%$22

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

Yields: DFAR, SCHH

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

SCHH2.91%$291

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

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

SCHH$291 − $7 = $284

KeptFee

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

Overlap: DFAR, SCHH

Today

92.9%most shared, DFAR and SCHH

DFARSCHH

DFAR—92.9%

SCHH92.9%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DFAR, at 13.7% volatility

DFARWorst drop−11.5%13.7% 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

DFARSCHH

+14.3%Year to date+13.8%

3.4%Yield2.9%

+14.3%Past year+13.9%

0.22%Fee0.07%

3–1DFAR 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