AVRE vs SCHH

AAVRE

BSCHH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,063SCHH · AVRE $10,384

Lowest cost0.07%SCHH · $7 on $10k

Most income2.93%AVRE · $293 on $10k

Smallest drop−10.5%AVRE · worst fall in 1Y

Held in common70.1%AVRE and SCHH

AVRE

SCHH

Avantis Real Estate ETF · $892MSchwab U.S. REIT ETF · $11.4B

+13.0%3 years · per year$14,438 · $15,070+14.6%

+0.8%5 years · per year$10,384 · $11,063+2.0%

0.17%Expense ratio$17 · $7 on $10k · lower wins0.07%

2.93%12-mo yield$293 · $287 on $10k2.87%

−10.5%Worst dropSmaller wins−11.9%

12.7%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAVRE · SCHH

7.9%WELL10.2%

6.2%PLD8.2%

5.7%EQIX4.5%

4.5%AMT5.0%

Held in common70.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.4B
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$892M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.4B
2	AAVRE	Avantis Real Estate ETFRead Desk		0.17%	2.93%	−1.4%	+10.0%	+10.2%	+13.0%	+0.8%	−10.5%	$892M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVRE vs SCHH

AVRE

Avantis Real Estate

$10,384

SCHH

Schwab U.S. REIT

$11,063

MeasureAVRESCHH

Fee0.17%0.07%

Cost on $10k a year$17$7

Yield2.93%2.87%

5 years, per year+0.8%+2.0%

3 years, per year+13.0%+14.6%

Worst drop · 1Y−10.5%−11.9%

Volatility · 1Y12.7%14.2%

3–2measures won
SCHH first

70.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVRE, SCHH

Today

70.1%most shared, AVRE and SCHH

AVRESCHH

AVRE—70.1%

SCHH70.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$280most kept, SCHH

SCHH$287 − $7 = $280

AVRE$293 − $17 = $276

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee