BBRE vs SCHD

ABBRE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · BBRE $11,715

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%BBRE and SCHD

BBRE

SCHD

JPMorgan BetaBuilders MSCI US REIT ETF · $1.3BSchwab U.S. Dividend Equity ETF · $121B

+16.4%3 years · per year$15,784 · $17,784+21.2%

+3.2%5 years · per year$11,715 · $16,352+10.3%

0.11%Expense ratio$11 · $6 on $10k · lower wins0.06%

2.80%12-mo yield$280 · $297 on $10k2.97%

−12.5%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBRE · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.80%	+0.1%	+14.9%	+14.8%	+16.4%	+3.2%	−12.5%	$1.3B

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ABBRE	JPMorgan BetaBuilders MSCI US REIT ETFRead Desk		0.11%	2.80%	+0.1%	+14.9%	+14.8%	+16.4%	+3.2%	−12.5%	$1.3B

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

Cards for this view

BBRE vs SCHD

BBRE

JPMorgan BetaBuilders MSCI US REIT

$11,715

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureBBRESCHD

Fee0.11%0.06%

Cost on $10k a year$11$6

Yield2.80%2.97%

5 years, per year+3.2%+10.3%

3 years, per year+16.4%+21.2%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y13.8%11.4%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BBRE, SCHD

Today

0.0%most shared, BBRE and SCHD

BBRESCHD

BBRE—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

BBRE$280 − $11 = $269

KeptFee

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