Compare · 2 funds side by side · dividends reinvested

RWR and SCHH

RWRSPDR×SCHHSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

RWR and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.3

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: RWR 2001 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

RWR

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 81.2% in common

RWRMeasureSCHH

+17.8%Year to dateJan 1 → Nov 4+17.1%

+18.8%1 yearTotal return+17.5%

+17.5%3 years · per year$10,000 became $16,229 · $15,578+15.9%

+3.7%5 years · per year$10,000 became $11,973 · $11,386+2.6%

0.25%Expense ratio$25 · $7 a year on $10k · lower is better0.07%

3.34%Trailing 12-mo yield$334 · $283 a year on $10k2.83%

−12.8%Worst dropSmaller is better−11.9%

14.2%VolatilityLower is calmer14.2%

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

5–2RWR wins

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

More Ways to See the Pairs

RWR vs SCHH: Top 5 Holdings

Today

RWR

34.2%in top 5

SCHH

in top 532.7%

RWRStockSCHH

10.2%WELL10.2%

9.5%PLD8.3%

5.1%PSAnot top 5

not top 5AMT4.9%

4.9%SPG4.8%

4.4%EQIX4.5%

Held in common81.2%

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

RWR vs SCHH Returns, Every Period

SPDRRWR

+3.7%

5 years, per year

SCHHSchwab

+2.6%

5 years, per year

RWRSCHHFaded: behind in that period

4–0RWR wins

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

RWR vs SCHH

YTD

SPDRRWR

+17.8%

SCHHSchwab

+17.1%

+17.8%Year to date+17.1%

−12.8%Worst drop · 1Y−11.9%

14.2%Volatility · 1Y14.2%

3.3%Yield2.8%

$1.8BAssets$11.1B

2–1RWR wins

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

Cost, Income and Risk

Fees: RWR, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

RWR0.25%$25

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

Yields: RWR, SCHH

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

SCHH2.83%$283

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

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

SCHH$283 − $7 = $276

KeptFee

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

Overlap: RWR, SCHH

Today

81.2%most shared, RWR and SCHH

RWRSCHH

RWR—81.2%

SCHH81.2%—

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

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

RWRWorst drop−12.8%14.2% 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

RWRSCHH

+17.8%Year to date+17.1%

3.3%Yield2.8%

+18.8%Past year+17.5%

0.25%Fee0.07%

3–1RWR 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