Compare · 2 funds side by side · dividends reinvested

DFGR and SCHH

DFGRDimensional×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

DFGR 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%$11.0B1.4

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.92%+9.0%+9.6%+14.1%[…]−10.8%12.1%$3.9B1.6

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: DFGR 2022 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Real Estate ETF · $3.9B[…]

DFGR

SCHH

Schwab U.S. REIT ETF · $11.0B$10,980

$10,000 five years ago, dividends reinvested · they hold 74.1% in common

DFGRMeasureSCHH

+9.0%Year to dateJan 1 → Nov 3+13.8%

+9.6%1 yearTotal return+13.9%

+14.1%3 years · per year$10,000 became $14,845 · $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%

3.92%Trailing 12-mo yield$392 · $291 a year on $10k2.91%

−10.8%Worst dropSmaller is better−11.9%

12.1%VolatilityLower is calmer13.9%

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

3–4SCHH wins

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

More Ways to See the Pairs

DFGR vs SCHH: Top 5 Holdings

Today

DFGR

28.3%in top 5

SCHH

in top 532.6%

DFGRStockSCHH

8.9%WELL10.1%

6.3%PLD8.4%

5.0%EQIX4.4%

4.4%AMT4.9%

3.7%SPG4.8%

Held in common74.1%

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

DFGR vs SCHH Returns, Every Period

DimensionalDFGR

+9.6%

past year

SCHHSchwab

+13.9%

past year

DFGRSCHHFaded: behind in that period

0–3SCHH wins

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

DFGR vs SCHH

YTD

DimensionalDFGR

+9.0%

SCHHSchwab

+13.8%

+9.0%Year to date+13.8%

−10.8%Worst drop · 1Y−11.9%

12.1%Volatility · 1Y13.9%

3.9%Yield2.9%

$3.9BAssets$11.0B

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

DFGR0.22%$22

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

Yields: DFGR, SCHH

3.92%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.92%$392

SCHH2.91%$291

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

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

SCHH$291 − $7 = $284

KeptFee

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

Overlap: DFGR, SCHH

Today

74.1%most shared, DFGR and SCHH

DFGRSCHH

DFGR—74.1%

SCHH74.1%—

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

DFGRWorst drop−10.8%12.1% 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

DFGRSCHH

+9.0%Year to date+13.8%

3.9%Yield2.9%

+9.6%Past year+13.9%

0.22%Fee0.07%

3–1SCHH 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%

$66.4BAssets$11.0B

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$128B

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%

$42.5BAssets$46.2B

2–0JEPQ wins

End-of-day Nov 3, 2026