FREL vs SCHH

AFREL

BSCHH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,386SCHH · FREL $10,901

Lowest cost0.07%SCHH · $7 on $10k

Most income3.27%FREL · $327 on $10k

Smallest drop−11.6%FREL · worst fall in 1Y

Held in common88.9%FREL and SCHH

FREL

SCHH

Fidelity MSCI Real Estate Index ETF · $1.4BSchwab U.S. REIT ETF · $11.4B

+15.3%3 years · per year$15,343 · $15,578+15.9%

+1.7%5 years · per year$10,901 · $11,386+2.6%

0.08%Expense ratio$8 · $7 on $10k · lower wins0.07%

3.27%12-mo yield$327 · $283 on $10k2.83%

−11.6%Worst dropSmaller wins−11.9%

14.1%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · SCHH

9.7%WELL10.2%

7.3%PLD8.3%

4.9%AMT4.9%

4.6%SPG4.8%

Held in common88.9%

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%	$11.4B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B

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	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B

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

FREL vs SCHH

FREL

Fidelity MSCI Real Estate Index

$10,901

SCHH

Schwab U.S. REIT

$11,386

MeasureFRELSCHH

Fee0.08%0.07%

Cost on $10k a year$8$7

Yield3.27%2.83%

5 years, per year+1.7%+2.6%

3 years, per year+15.3%+15.9%

Worst drop · 1Y−11.6%−11.9%

Volatility · 1Y14.1%14.2%

3–3measures won
level

88.9%

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$11.4B

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: FREL, SCHH

Today

88.9%most shared, FREL and SCHH

FRELSCHH

FREL—88.9%

SCHH88.9%—

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

Income After Fees on $10,000

$319most kept, FREL

FREL$327 − $8 = $319

SCHH$283 − $7 = $276

KeptFee

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