Compare · 2 funds side by side · dividends reinvested

IYR and SCHH

IYRiShares×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

IYR 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%$11.1B1.1

iShares U.S. Real Estate ETFSectors · Real estate0.37%2.29%+12.5%+12.7%+14.8%+1.6%−11.8%14.3%$4.0B1.9

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: IYR 2000 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Real Estate ETF · $4.0B$10,823

IYR

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 87.9% in common

IYRMeasureSCHH

+12.5%Year to dateJan 1 → Nov 4+17.1%

+12.7%1 yearTotal return+17.5%

+14.8%3 years · per year$10,000 became $15,132 · $15,578+15.9%

+1.6%5 years · per year$10,000 became $10,823 · $11,386+2.6%

0.37%Expense ratio$37 · $7 a year on $10k · lower is better0.07%

2.29%Trailing 12-mo yield$229 · $283 a year on $10k2.83%

−11.8%Worst dropSmaller is better−11.9%

14.3%VolatilityLower is calmer14.2%

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

1–7SCHH wins

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

More Ways to See the Pairs

IYR vs SCHH: Top 5 Holdings

Today

IYR

33.2%in top 5

SCHH

in top 532.7%

IYRStockSCHH

10.2%WELL10.2%

8.7%PLD8.3%

4.9%AMT4.9%

4.8%SPG4.8%

4.5%EQIX4.5%

Held in common87.9%

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

IYR vs SCHH Returns, Every Period

iSharesIYR

+1.6%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

IYRSCHHFaded: behind in that period

0–4SCHH wins

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

IYR vs SCHH

YTD

iSharesIYR

+12.5%

SCHHSchwab

+17.1%

+12.5%Year to date+17.1%

−11.8%Worst drop · 1Y−11.9%

14.3%Volatility · 1Y14.2%

2.3%Yield2.8%

$4.0BAssets$11.1B

3–1SCHH wins

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

Cost, Income and Risk

Fees: IYR, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

IYR0.37%$37

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

Yields: IYR, SCHH

2.83%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.83%$283

IYR2.29%$229

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

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

IYR$229 − $37 = $192

KeptFee

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

Overlap: IYR, SCHH

Today

87.9%most shared, IYR and SCHH

IYRSCHH

IYR—87.9%

SCHH87.9%—

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

SCHHWorst drop−11.9%14.2% vol

IYRWorst drop−11.8%14.3% vol

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

Paid More vs Made More

YTD

SCHHIYR

+17.1%Year to date+12.5%

2.8%Yield2.3%

+17.5%Past year+12.7%

0.07%Fee0.37%

4–0SCHH 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