BYRE vs SCHD

ABYRE

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%BYRE and SCHD

BYRE

SCHD

Principal Real Estate Active Opportunities ETF · $28MSchwab U.S. Dividend Equity ETF · $120B

+13.1%3 years · per year$14,486 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

2.76%12-mo yield$276 · $298 on $10k2.98%

−10.6%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBYRE · SCHD

1.5%GVMXX0.0%

Held in common0.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.76%	−1.8%	+13.5%	+12.5%	+13.1%	new	−10.6%	$28M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.76%	−1.8%	+13.5%	+12.5%	+13.1%	new	−10.6%	$28M

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

BYRE vs SCHD

BYRE

Principal Real Estate Active Opportunities

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBYRESCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield2.76%2.98%

5 years, per year[…]+10.4%

3 years, per year+13.1%+20.3%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y13.3%11.7%

5–0measures won
SCHD first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BYRE, SCHD

Today

0.0%most shared, BYRE and SCHD

BYRESCHD

BYRE—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BYRE$276 − $60 = $216

KeptFee

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