Compare · 2 funds side by side · dividends reinvested

XLRE and SCHH

XLRESPDR×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

XLRE 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%$11.1B1.3

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: XLRE 2015 · SCHH 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

XLRE

SCHH

Schwab U.S. REIT ETF · $11.1B$10,980

$10,000 five years ago, dividends reinvested · they hold 73.7% in common

XLREMeasureSCHH

+10.8%Year to dateJan 1 → Nov 3+13.8%

+10.5%1 yearTotal return+13.9%

+14.4%3 years · per year$10,000 became $14,961 · $15,235+15.1%

+1.5%5 years · per year$10,000 became $10,775 · $10,980+1.9%

0.08%Expense ratio$8 · $7 a year on $10k · lower is better0.07%

3.30%Trailing 12-mo yield$330 · $291 a year on $10k2.91%

−11.1%Worst dropSmaller is better−11.9%

14.2%VolatilityLower is calmer13.9%

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

2–6SCHH wins

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

More Ways to See the Pairs

XLRE vs SCHH: Top 5 Holdings

Today

XLRE

37.0%in top 5

SCHH

in top 532.6%

XLREStockSCHH

11.3%WELL10.1%

8.2%PLD8.4%

6.9%EQIX4.4%

5.8%AMT4.9%

4.9%PSAnot top 5

not top 5SPG4.8%

Held in common73.7%

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

XLRE vs SCHH Returns, Every Period

SPDRXLRE

+1.5%

5 years, per year

SCHHSchwab

+1.9%

5 years, per year

XLRESCHHFaded: behind in that period

0–4SCHH wins

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

XLRE vs SCHH

YTD

SPDRXLRE

+10.8%

SCHHSchwab

+13.8%

+10.8%Year to date+13.8%

−11.1%Worst drop · 1Y−11.9%

14.2%Volatility · 1Y13.9%

3.3%Yield2.9%

$8.3BAssets$11.1B

2–2level

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

Cost, Income and Risk

Fees: XLRE, SCHH

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

XLRE0.08%$8

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

Yields: XLRE, SCHH

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

SCHH2.91%$291

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

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

SCHH$291 − $7 = $284

KeptFee

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

Overlap: XLRE, SCHH

Today

73.7%most shared, XLRE and SCHH

XLRESCHH

XLRE—73.7%

SCHH73.7%—

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

XLREWorst drop−11.1%14.2% vol

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

Paid More vs Made More

YTD

XLRESCHH

+10.8%Year to date+13.8%

3.3%Yield2.9%

+10.5%Past year+13.9%

0.08%Fee0.07%

3–1SCHH 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