BYRE vs SCHH

ABYRE

BSCHH

Measures won2–3SCHH wins · of 6 · 5Y

$10,000 · 5Y$11,127SCHH

Lowest cost0.07%SCHH · $7 on $10k

Most income2.89%SCHH · $289 on $10k

Smallest drop−10.6%BYRE · worst fall in 1Y

Held in common46.4%BYRE and SCHH

BYRE

SCHH

Principal Real Estate Active Opportunities ETF · $28MSchwab U.S. REIT ETF · $11.2B

+12.7%3 years · per year$14,327 · $14,914+14.3%

[…]5 years · per year[…] · $11,127+2.2%

0.60%Expense ratio$60 · $7 on $10k · lower wins0.07%

2.78%12-mo yield$278 · $289 on $10k2.89%

−10.6%Worst dropSmaller wins−11.9%

13.3%VolatilityLower wins14.3%

2–3SCHH wins

$10,000 · 5 yearsOne scale

Shared top holdingsBYRE · SCHH

8.8%WELL10.2%

7.4%AMT5.0%

8.4%EQIX4.4%

4.1%PLD8.1%

Held in common46.4%

End-of-day Nov 6, 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%	2.89%	−0.6%	+14.7%	+14.6%	+14.3%	+2.2%	−11.9%	$11.2B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.78%	−0.5%	+12.9%	+12.1%	+12.7%	new	−10.6%	$28M

End-of-day Nov 6, 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%	2.89%	−0.6%	+14.7%	+14.6%	+14.3%	+2.2%	−11.9%	$11.2B
2	ABYRE	Principal Real Estate Active Opportunities ETFRead Desk		0.60%	2.78%	−0.5%	+12.9%	+12.1%	+12.7%	new	−10.6%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BYRE vs SCHH

BYRE

Principal Real Estate Active Opportunities

[…]

SCHH

Schwab U.S. REIT

$11,127

MeasureBYRESCHH

Fee0.60%0.07%

Cost on $10k a year$60$7

Yield2.78%2.89%

5 years, per year[…]+2.2%

3 years, per year+12.7%+14.3%

Worst drop · 1Y−10.6%−11.9%

Volatility · 1Y13.3%14.3%

3–2measures won
SCHH first

46.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BYRE, SCHH

Today

46.4%most shared, BYRE and SCHH

BYRESCHH

BYRE—46.4%

SCHH46.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$282most kept, SCHH

SCHH$289 − $7 = $282

BYRE$278 − $60 = $218

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee