Compare · 2 funds side by side · dividends reinvested

REIT and SCHH

REITALPS×SCHHSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,099REIT · best of the two

02 / 04

REIT and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Active REIT ETFSectors · Real estate0.68%2.89%+17.6%+17.7%+15.9%+3.9%−11.5%13.6%$56M1.3

Schwab U.S. REIT ETFSectors · Real estate0.07%2.83%+17.1%+17.5%+15.9%+2.6%−11.9%14.2%$11.1B1.8

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: REIT 2021 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Active REIT ETF · $56M$12,099

REIT

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 48.8% in common

REITMeasureSCHH

+17.6%Year to dateJan 1 → Nov 4+17.1%

+17.7%1 yearTotal return+17.5%

+15.9%3 years · per year$10,000 became $15,556 · $15,578+15.9%

+3.9%5 years · per year$10,000 became $12,099 · $11,386+2.6%

0.68%Expense ratio$68 · $7 a year on $10k · lower is better0.07%

2.89%Trailing 12-mo yield$289 · $283 a year on $10k2.83%

−11.5%Worst dropSmaller is better−11.9%

13.6%VolatilityLower is calmer14.2%

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

6–1REIT wins

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

More Ways to See the Pairs

REIT vs SCHH: Top 5 Holdings

Today

REIT

37.9%in top 5

SCHH

in top 532.7%

REITStockSCHH

10.6%WELL10.2%

9.6%EQIX4.5%

8.4%PLD8.3%

5.1%SPG4.8%

not top 5AMT4.9%

4.2%MACnot top 5

Held in common48.8%

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

REIT vs SCHH Returns, Every Period

ALPSREIT

+3.9%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

REITSCHHFaded: behind in that period

3–0REIT wins

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

REIT vs SCHH

YTD

ALPSREIT

+17.6%

SCHHSchwab

+17.1%

+17.6%Year to date+17.1%

−11.5%Worst drop · 1Y−11.9%

13.6%Volatility · 1Y14.2%

2.9%Yield2.8%

$56.2MAssets$11.1B

4–0REIT wins

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

Cost, Income and Risk

Fees: REIT, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

REIT0.68%$68

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

Yields: REIT, SCHH

2.89%highest, REIT

FundTrailing yieldYield$10k

REIT2.89%$289

SCHH2.83%$283

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

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

REIT$289 − $68 = $221

KeptFee

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

Overlap: REIT, SCHH

Today

48.8%most shared, REIT and SCHH

REITSCHH

REIT—48.8%

SCHH48.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%REIT, at 13.6% volatility

REITWorst drop−11.5%13.6% 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

REITSCHH

+17.6%Year to date+17.1%

2.9%Yield2.8%

+17.7%Past year+17.5%

0.68%Fee0.07%

3–1REIT 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