Compare · 2 funds side by side · dividends reinvested

VGSR and SCHH

VGSRVert×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

VGSR 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%$11.1B1.3

Vert Global Sustainable Real Estate ETFSectors · Real estate0.51%2.78%+12.0%+12.6%[…][…]−10.6%13.1%$499M1.7

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: VGSR 2017 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vert Global Sustainable Real Estate ETF · $499M[…]

VGSR

SCHH

Schwab U.S. REIT ETF · $11.1B$11,386

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

VGSRMeasureSCHH

+12.0%Year to dateJan 1 → Nov 4+17.1%

+12.6%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $15,578+15.9%

[…]5 years · per year$10,000 became […] · $11,386+2.6%

0.51%Expense ratio$51 · $7 a year on $10k · lower is better0.07%

2.78%Trailing 12-mo yield$278 · $283 a year on $10k2.83%

−10.6%Worst dropSmaller is better−11.9%

13.1%VolatilityLower is calmer14.2%

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

2–4SCHH wins

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

More Ways to See the Pairs

VGSR vs SCHH: Top 5 Holdings

Today

VGSR

24.7%in top 5

SCHH

in top 532.7%

VGSRStockSCHH

5.0%WELL10.2%

4.8%PLD8.3%

5.2%SPG4.8%

5.0%AMT4.9%

4.7%DLRnot top 5

not top 5EQIX4.5%

Held in common55.4%

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

VGSR vs SCHH Returns, Every Period

VertVGSR

+12.6%

past year

SCHHSchwab

+17.5%

past year

VGSRSCHHFaded: behind in that period

0–2SCHH wins

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

VGSR vs SCHH

YTD

VertVGSR

+12.0%

SCHHSchwab

+17.1%

+12.0%Year to date+17.1%

−10.6%Worst drop · 1Y−11.9%

13.1%Volatility · 1Y14.2%

2.8%Yield2.8%

$499MAssets$11.1B

2–1VGSR wins

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

Cost, Income and Risk

Fees: VGSR, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

VGSR0.51%$51

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

Yields: VGSR, SCHH

2.83%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.83%$283

VGSR2.78%$278

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

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

VGSR$278 − $51 = $227

KeptFee

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

Overlap: VGSR, SCHH

Today

55.4%most shared, VGSR and SCHH

VGSRSCHH

VGSR—55.4%

SCHH55.4%—

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

VGSRWorst drop−10.6%13.1% 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

SCHHVGSR

+17.1%Year to date+12.0%

2.8%Yield2.8%

+17.5%Past year+12.6%

0.07%Fee0.51%

3–0SCHH 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