Compare · 2 funds side by side · dividends reinvested

SCHH and PSR

SCHHSchwab×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,127SCHH · best of the two

02 / 04

SCHH and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. REIT ETFSectors · Real estate0.07%2.89%+14.7%+14.6%+14.3%+2.2%−11.9%14.3%$11.2B1.4

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.64%+16.4%+15.9%+13.3%+1.4%−11.2%14.3%$59M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHH 2011 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. REIT ETF · $11.2B$11,127

SCHH

PSR

Invesco Active U.S. Real Estate ETF · $59M$10,736

$10,000 five years ago, dividends reinvested · they hold 61.3% in common

SCHHMeasurePSR

+14.7%Year to dateJan 1 → Nov 6+16.4%

+14.6%1 yearTotal return+15.9%

+14.3%3 years · per year$10,000 became $14,914 · $14,541+13.3%

+2.2%5 years · per year$10,000 became $11,127 · $10,736+1.4%

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

2.89%Trailing 12-mo yield$289 · $264 a year on $10k2.64%

−11.9%Worst dropSmaller is better−11.2%

14.3%VolatilityLower is calmer14.3%

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

4–3SCHH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHH vs PSR: Top 5 Holdings

Today

SCHH

32.5%in top 5

PSR

in top 539.2%

SCHHStockPSR

10.2%WELL10.6%

8.1%PLD8.4%

4.4%EQIX7.3%

5.0%AMT7.1%

not top 5DLR5.9%

4.8%SPGnot top 5

Held in common61.3%

End-of-day Nov 6, 2026 · share of each fund

SCHH vs PSR Returns, Every Period

SchwabSCHH

+2.2%

5 years, per year

PSRInvesco

+1.4%

5 years, per year

SCHHPSRFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHH vs PSR

YTD

SchwabSCHH

+14.7%

PSRInvesco

+16.4%

+14.7%Year to date+16.4%

−11.9%Worst drop · 1Y−11.2%

14.3%Volatility · 1Y14.3%

2.9%Yield2.6%

$11.2BAssets$58.7M

2–1PSR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHH, PSR

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

PSR0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHH, PSR

2.89%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.89%$289

PSR2.64%$264

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$282most kept, SCHH

SCHH$289 − $7 = $282

PSR$264 − $35 = $229

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHH, PSR

Today

61.3%most shared, SCHH and PSR

SCHHPSR

SCHH—61.3%

PSR61.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%PSR, at 14.3% volatility

SCHHWorst drop−11.9%14.3% vol

PSRWorst drop−11.2%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHHPSR

+14.7%Year to date+16.4%

2.9%Yield2.6%

+14.6%Past year+15.9%

0.07%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026