Compare · 2 funds side by side · dividends reinvested

REZ and SCHH

REZiShares×SCHHSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,582REZ · best of the two

02 / 04

REZ 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%$11.1B1.4

iShares Residential and Multisector Real Estate ETFSectors · Real estate0.48%2.10%+13.4%+15.4%+17.4%+3.0%−12.9%16.0%$820M1.6

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: REZ 2007 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Residential and Multisector Real Estate ETF · $820M$11,582

REZ

SCHH

Schwab U.S. REIT ETF · $11.1B$10,980

$10,000 five years ago, dividends reinvested · they hold 36.9% in common

REZMeasureSCHH

+13.4%Year to dateJan 1 → Nov 3+13.8%

+15.4%1 yearTotal return+13.9%

+17.4%3 years · per year$10,000 became $16,192 · $15,235+15.1%

+3.0%5 years · per year$10,000 became $11,582 · $10,980+1.9%

0.48%Expense ratio$48 · $7 a year on $10k · lower is better0.07%

2.10%Trailing 12-mo yield$210 · $291 a year on $10k2.91%

−12.9%Worst dropSmaller is better−11.9%

16.0%VolatilityLower is calmer13.9%

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

3–5SCHH wins

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

More Ways to See the Pairs

REZ vs SCHH: Top 5 Holdings

Today

REZ

50.7%in top 5

SCHH

in top 532.6%

REZStockSCHH

22.9%WELL10.1%

8.6%PSAnot top 5

not top 5PLD8.4%

7.4%VMRKnot top 5

6.8%VTRnot top 5

5.0%EXRnot top 5

not top 5AMT4.9%

not top 5SPG4.8%

not top 5EQIX4.4%

Held in common36.9%

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

REZ vs SCHH Returns, Every Period

iSharesREZ

+3.0%

5 years, per year

SCHHSchwab

+1.9%

5 years, per year

REZSCHHFaded: behind in that period

3–1REZ wins

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

REZ vs SCHH

YTD

iSharesREZ

+13.4%

SCHHSchwab

+13.8%

+13.4%Year to date+13.8%

−12.9%Worst drop · 1Y−11.9%

16.0%Volatility · 1Y13.9%

2.1%Yield2.9%

$820MAssets$11.1B

4–0SCHH wins

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

Cost, Income and Risk

Fees: REZ, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

REZ0.48%$48

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

Yields: REZ, SCHH

2.91%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.91%$291

REZ2.10%$210

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

Income After Fees on $10,000

$284most kept, SCHH

SCHH$291 − $7 = $284

REZ$210 − $48 = $162

KeptFee

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

Overlap: REZ, SCHH

Today

36.9%most shared, REZ and SCHH

REZSCHH

REZ—36.9%

SCHH36.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.4%REZ, at 16.0% volatility

SCHHWorst drop−11.9%13.9% vol

REZWorst drop−12.9%16.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHHREZ

+13.8%Year to date+13.4%

2.9%Yield2.1%

+13.9%Past year+15.4%

0.07%Fee0.48%

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%

$35.9BAssets$11.1B

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$109B

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%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026