Compare · 2 funds side by side · dividends reinvested

PFFR and SCHH

PFFRVirtus×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

PFFR 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%$11.1B1.4

InfraCap REIT Preferred ETFSectors · Real estate0.45%8.94%−2.1%−2.6%+9.1%+0.2%−7.5%8.7%$110M1.6

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: PFFR 2017 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap REIT Preferred ETF · $110M$10,104

PFFR

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFFRMeasureSCHH

−2.1%Year to dateJan 1 → Nov 4+17.1%

−2.6%1 yearTotal return+17.5%

+9.1%3 years · per year$10,000 became $12,994 · $15,578+15.9%

+0.2%5 years · per year$10,000 became $10,104 · $11,386+2.6%

0.45%Expense ratio$45 · $7 a year on $10k · lower is better0.07%

8.94%Trailing 12-mo yield$894 · $283 a year on $10k2.83%

−7.5%Worst dropSmaller is better−11.9%

8.7%VolatilityLower is calmer14.2%

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

3–5SCHH wins

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

More Ways to See the Pairs

PFFR vs SCHH: Top 5 Holdings

Today

PFFR

14.3%in top 5

SCHH

in top 532.7%

PFFRStockSCHH

not top 5WELL10.2%

not top 5PLD8.3%

not top 5AMT4.9%

not top 5SPG4.8%

not top 5EQIX4.5%

3.5%UMH-PDnot top 5

3.0%HPP-PCnot top 5

2.7%AGNCPnot top 5

2.6%VNO-PMnot top 5

2.6%KIM-PMnot top 5

Held in common0.0%

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

PFFR vs SCHH Returns, Every Period

VirtusPFFR

+0.2%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

PFFRSCHHFaded: behind in that period

0–4SCHH wins

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

PFFR vs SCHH

YTD

VirtusPFFR

−2.1%

SCHHSchwab

+17.1%

−2.1%Year to date+17.1%

−7.5%Worst drop · 1Y−11.9%

8.7%Volatility · 1Y14.2%

8.9%Yield2.8%

$110MAssets$11.1B

3–1PFFR wins

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

Cost, Income and Risk

Fees: PFFR, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

PFFR0.45%$45

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

Yields: PFFR, SCHH

8.94%highest, PFFR

FundTrailing yieldYield$10k

PFFR8.94%$894

SCHH2.83%$283

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

Income After Fees on $10,000

$849most kept, PFFR

PFFR$894 − $45 = $849

SCHH$283 − $7 = $276

KeptFee

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

Overlap: PFFR, SCHH

Today

0.0%most shared, PFFR and SCHH

PFFRSCHH

PFFR—0.0%

SCHH0.0%—

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

PFFRWorst drop−7.5%8.7% 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

PFFRSCHH

−2.1%Year to date+17.1%

8.9%Yield2.8%

−2.6%Past year+17.5%

0.45%Fee0.07%

3–1SCHH 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