Compare · 2 funds side by side · dividends reinvested

RWO and SCHH

RWOSPDR×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

RWO 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

State Street SPDR Dow Jones Global Real Estate ETFSectors · Real estate0.50%3.29%+12.9%+14.0%+15.4%+1.9%−11.3%13.2%$1.3B1.6

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: RWO 2008 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Global Real Estate ETF · $1.3B$10,966

RWO

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 71.8% in common

RWOMeasureSCHH

+12.9%Year to dateJan 1 → Nov 4+17.1%

+14.0%1 yearTotal return+17.5%

+15.4%3 years · per year$10,000 became $15,353 · $15,578+15.9%

+1.9%5 years · per year$10,000 became $10,966 · $11,386+2.6%

0.50%Expense ratio$50 · $7 a year on $10k · lower is better0.07%

3.29%Trailing 12-mo yield$329 · $283 a year on $10k2.83%

−11.3%Worst dropSmaller is better−11.9%

13.2%VolatilityLower is calmer14.2%

RWOSCHH 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

RWO vs SCHH: Top 5 Holdings

Today

RWO

32.0%in top 5

SCHH

in top 532.7%

RWOStockSCHH

10.5%WELL10.2%

7.4%PLD8.3%

6.0%EQIX4.5%

not top 5AMT4.9%

4.3%SPG4.8%

3.8%DLRnot top 5

Held in common71.8%

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

RWO vs SCHH Returns, Every Period

SPDRRWO

+1.9%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

RWOSCHHFaded: behind in that period

0–4SCHH wins

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

RWO vs SCHH

YTD

SPDRRWO

+12.9%

SCHHSchwab

+17.1%

+12.9%Year to date+17.1%

−11.3%Worst drop · 1Y−11.9%

13.2%Volatility · 1Y14.2%

3.3%Yield2.8%

$1.3BAssets$11.1B

3–1RWO wins

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

Cost, Income and Risk

Fees: RWO, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

RWO0.50%$50

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

Yields: RWO, SCHH

3.29%highest, RWO

FundTrailing yieldYield$10k

RWO3.29%$329

SCHH2.83%$283

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

Income After Fees on $10,000

$279most kept, RWO

RWO$329 − $50 = $279

SCHH$283 − $7 = $276

KeptFee

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

Overlap: RWO, SCHH

Today

71.8%most shared, RWO and SCHH

RWOSCHH

RWO—71.8%

SCHH71.8%—

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

RWOWorst drop−11.3%13.2% 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

RWOSCHH

+12.9%Year to date+17.1%

3.3%Yield2.8%

+14.0%Past year+17.5%

0.50%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