DFGR vs SCHH

ADFGR

BSCHH

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$11,386SCHH

Lowest cost0.07%SCHH · $7 on $10k

Most income3.81%DFGR · $381 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common74.1%DFGR and SCHH

DFGR

SCHH

Dimensional - Global Real Estate ETF · $4.0BSchwab U.S. REIT ETF · $11.4B

+14.8%3 years · per year$15,148 · $15,578+15.9%

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

0.22%Expense ratio$22 · $7 on $10k · lower wins0.07%

3.81%12-mo yield$381 · $283 on $10k2.83%

−10.8%Worst dropSmaller wins−11.9%

12.4%VolatilityLower wins14.2%

3–2DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFGR · SCHH

8.9%WELL10.2%

6.3%PLD8.3%

5.1%EQIX4.5%

4.3%AMT4.9%

Held in common74.1%

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%	$11.4B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.81%	+2.8%	+12.1%	+12.7%	+14.8%	new	−10.8%	$4.0B

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%	$11.4B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.81%	+2.8%	+12.1%	+12.7%	+14.8%	new	−10.8%	$4.0B

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

DFGR vs SCHH

DFGR

Dimensional - Global Real Estate

[…]

SCHH

Schwab U.S. REIT

$11,386

MeasureDFGRSCHH

Fee0.22%0.07%

Cost on $10k a year$22$7

Yield3.81%2.83%

5 years, per year[…]+2.6%

3 years, per year+14.8%+15.9%

Worst drop · 1Y−10.8%−11.9%

Volatility · 1Y12.4%14.2%

3–2measures won
DFGR first

74.1%

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$11.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFGR, SCHH

Today

74.1%most shared, DFGR and SCHH

DFGRSCHH

DFGR—74.1%

SCHH74.1%—

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

Income After Fees on $10,000

$359most kept, DFGR

DFGR$381 − $22 = $359

SCHH$283 − $7 = $276

KeptFee

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