Compare · 2 funds side by side · dividends reinvested

WTRE and SCHH

WTREWisdomTree×SCHHSchwab×

Versus in desk

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

02 / 04

WTRE and SCHH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. REIT ETFSectors · Real estate0.07%2.91%+13.8%+13.9%+15.1%+1.9%−11.9%13.9%$11.1B1.1

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.68%+3.2%−4.5%+16.4%−1.1%−20.6%21.2%$14M1.9

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: WTRE 2007 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree New Economy Real Estate Fund · $14M$9,464

WTRE

SCHH

Schwab U.S. REIT ETF · $11.1B$10,980

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

WTREMeasureSCHH

+3.2%Year to dateJan 1 → Nov 3+13.8%

−4.5%1 yearTotal return+13.9%

+16.4%3 years · per year$10,000 became $15,789 · $15,235+15.1%

−1.1%5 years · per year$10,000 became $9,464 · $10,980+1.9%

0.58%Expense ratio$58 · $7 a year on $10k · lower is better0.07%

2.68%Trailing 12-mo yield$268 · $291 a year on $10k2.91%

−20.6%Worst dropSmaller is better−11.9%

21.2%VolatilityLower is calmer13.9%

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

1–7SCHH wins

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

More Ways to See the Pairs

WTRE vs SCHH: Top 5 Holdings

Today

WTRE

27.7%in top 5

SCHH

in top 532.6%

WTREStockSCHH

not top 5WELL10.1%

not top 5PLD8.4%

5.9%AMT4.9%

5.8%CCInot top 5

5.4%SBACnot top 5

5.4%EQIX4.4%

5.3%CLNX.MCnot top 5

not top 5SPG4.8%

Held in common28.3%

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

WTRE vs SCHH Returns, Every Period

WisdomTreeWTRE

−1.1%

5 years, per year

SCHHSchwab

+1.9%

5 years, per year

WTRESCHHFaded: behind in that period

1–3SCHH wins

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

WTRE vs SCHH

YTD

WisdomTreeWTRE

+3.2%

SCHHSchwab

+13.8%

+3.2%Year to date+13.8%

−20.6%Worst drop · 1Y−11.9%

21.2%Volatility · 1Y13.9%

2.7%Yield2.9%

$14.2MAssets$11.1B

4–0SCHH wins

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

Cost, Income and Risk

Fees: WTRE, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

WTRE0.58%$58

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

Yields: WTRE, SCHH

2.91%highest, SCHH

FundTrailing yieldYield$10k

SCHH2.91%$291

WTRE2.68%$268

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

Income After Fees on $10,000

$284most kept, SCHH

SCHH$291 − $7 = $284

WTRE$268 − $58 = $210

KeptFee

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

Overlap: WTRE, SCHH

Today

28.3%most shared, WTRE and SCHH

WTRESCHH

WTRE—28.3%

SCHH28.3%—

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

Return vs Bumpiness: 2 ETFs

+13.9%SCHH, at 13.9% volatility

SCHHWorst drop−11.9%13.9% vol

WTREWorst drop−20.6%21.2% vol

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

Paid More vs Made More

YTD

SCHHWTRE

+13.8%Year to date+3.2%

2.9%Yield2.7%

+13.9%Past year−4.5%

0.07%Fee0.58%

4–0SCHH 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