Compare · 2 funds side by side · dividends reinvested

PPTY and SCHH

PPTYVident×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

PPTY 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%$11.1B1.3

US Diversified Real Estate ETFSectors · Real estate0.53%2.49%+14.2%+15.6%+13.7%+1.5%−11.8%13.9%$23M1.8

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: PPTY 2018 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

US Diversified Real Estate ETF · $23M$10,792

PPTY

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 47.5% in common

PPTYMeasureSCHH

+14.2%Year to dateJan 1 → Nov 4+17.1%

+15.6%1 yearTotal return+17.5%

+13.7%3 years · per year$10,000 became $14,700 · $15,578+15.9%

+1.5%5 years · per year$10,000 became $10,792 · $11,386+2.6%

0.53%Expense ratio$53 · $7 a year on $10k · lower is better0.07%

2.49%Trailing 12-mo yield$249 · $283 a year on $10k2.83%

−11.8%Worst dropSmaller is better−11.9%

13.9%VolatilityLower is calmer14.2%

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

2–6SCHH wins

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

More Ways to See the Pairs

PPTY vs SCHH: Top 5 Holdings

Today

PPTY

22.6%in top 5

SCHH

in top 532.7%

PPTYStockSCHH

not top 5WELL10.2%

3.8%PLD8.3%

6.9%EQRnot top 5

not top 5AMT4.9%

not top 5SPG4.8%

4.4%EQIX4.5%

3.9%FCPTnot top 5

3.6%DLRnot top 5

Held in common47.5%

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

PPTY vs SCHH Returns, Every Period

VidentPPTY

+1.5%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

PPTYSCHHFaded: behind in that period

0–4SCHH wins

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

PPTY vs SCHH

YTD

VidentPPTY

+14.2%

SCHHSchwab

+17.1%

+14.2%Year to date+17.1%

−11.8%Worst drop · 1Y−11.9%

13.9%Volatility · 1Y14.2%

2.5%Yield2.8%

$22.8MAssets$11.1B

2–2level

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

Cost, Income and Risk

Fees: PPTY, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

PPTY0.53%$53

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

Yields: PPTY, SCHH

2.83%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.83%$283

PPTY2.49%$249

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

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

PPTY$249 − $53 = $196

KeptFee

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

Overlap: PPTY, SCHH

Today

47.5%most shared, PPTY and SCHH

PPTYSCHH

PPTY—47.5%

SCHH47.5%—

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

PPTYWorst drop−11.8%13.9% 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

SCHHPPTY

+17.1%Year to date+14.2%

2.8%Yield2.5%

+17.5%Past year+15.6%

0.07%Fee0.53%

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