CSRE vs SCHH

ACSRE

BSCHH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,386SCHH

Lowest cost0.07%SCHH · $7 on $10k

Most income2.83%SCHH · $283 on $10k

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

Held in common51.9%CSRE and SCHH

CSRE

SCHH

Cohen & Steers Real Estate Active ETF · $675MSchwab U.S. REIT ETF · $11.1B

[…]3 years · per year[…] · $15,578+15.9%

[…]5 years · per year[…] · $11,386+2.6%

0.70%Expense ratio$70 · $7 on $10k · lower wins0.07%

1.96%12-mo yield$196 · $283 on $10k2.83%

−10.6%Worst dropSmaller wins−11.9%

14.0%VolatilityLower wins14.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSRE · SCHH

15.4%WELL10.2%

5.7%PLD8.3%

4.6%AMT4.9%

6.4%EQIX4.5%

Held in common51.9%

End-of-day Nov 4, 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%	2.83%	+2.9%	+17.1%	+17.5%	+15.9%	+2.6%	−11.9%	$11.1B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M

End-of-day Nov 4, 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%	2.83%	+2.9%	+17.1%	+17.5%	+15.9%	+2.6%	−11.9%	$11.1B
2	ACSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	1.96%	+3.3%	+16.4%	+17.0%	new	new	−10.6%	$675M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSRE vs SCHH

CSRE

Cohen & Steers Real Estate Active

[…]

SCHH

Schwab U.S. REIT

$11,386

MeasureCSRESCHH

Fee0.70%0.07%

Cost on $10k a year$70$7

Yield1.96%2.83%

5 years, per year[…]+2.6%

3 years, per year[…]+15.9%

Worst drop · 1Y−10.6%−11.9%

Volatility · 1Y14.0%14.2%

2–2measures won
level

51.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSRE, SCHH

Today

51.9%most shared, CSRE and SCHH

CSRESCHH

CSRE—51.9%

SCHH51.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$276most kept, SCHH

SCHH$283 − $7 = $276

CSRE$196 − $70 = $126

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee