Compare · 2 funds side by side · dividends reinvested

SCHH and DFAR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,980SCHH · best of the two

02 / 04

SCHH and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.3

Schwab U.S. REIT ETFSectors · Real estate0.07%2.91%+13.8%+13.9%+15.1%+1.9%−11.9%13.9%$11.1B1.6

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: SCHH 2011 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. REIT ETF · $11.1B$10,980

SCHH

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

$10,000 five years ago, dividends reinvested · they hold 92.9% in common

SCHHMeasureDFAR

+13.8%Year to dateJan 1 → Nov 3+14.3%

+13.9%1 yearTotal return+14.3%

+15.1%3 years · per year$10,000 became $15,235 · $15,153+14.9%

+1.9%5 years · per year$10,000 became $10,980 · […][…]

0.07%Expense ratio$7 · $22 a year on $10k · lower is better0.22%

2.91%Trailing 12-mo yield$291 · $338 a year on $10k3.38%

−11.9%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer13.7%

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

2–5DFAR wins

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

More Ways to See the Pairs

SCHH vs DFAR: Top 5 Holdings

Today

SCHH

32.6%in top 5

DFAR

in top 529.1%

SCHHStockDFAR

10.1%WELL7.4%

8.4%PLD6.4%

4.9%AMT5.1%

4.4%EQIX5.1%

4.8%SPG5.0%

Held in common92.9%

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

SCHH vs DFAR Returns, Every Period

SchwabSCHH

+13.9%

past year

DFARDimensional

+14.3%

past year

SCHHDFARFaded: behind in that period

1–2DFAR wins

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

SCHH vs DFAR

YTD

SchwabSCHH

+13.8%

DFARDimensional

+14.3%

+13.8%Year to date+14.3%

−11.9%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y13.7%

2.9%Yield3.4%

$11.1BAssets$8.5B

4–0DFAR wins

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

Cost, Income and Risk

Fees: SCHH, DFAR

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

DFAR0.22%$22

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

Yields: SCHH, DFAR

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

SCHH2.91%$291

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

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

SCHH$291 − $7 = $284

KeptFee

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

Overlap: SCHH, DFAR

Today

92.9%most shared, SCHH and DFAR

SCHHDFAR

SCHH—92.9%

DFAR92.9%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DFAR, at 13.7% volatility

DFARWorst drop−11.5%13.7% vol

SCHHWorst drop−11.9%13.9% vol

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

Paid More vs Made More

YTD

DFARSCHH

+14.3%Year to date+13.8%

3.4%Yield2.9%

+14.3%Past year+13.9%

0.22%Fee0.07%

3–1DFAR 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