FRI vs SCHH

AFRI

BSCHH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,099FRI · SCHH $11,386

Lowest cost0.07%SCHH · $7 on $10k

Most income2.83%SCHH · $283 on $10k

Smallest drop−11.9%SCHH · worst fall in 1Y

Held in common89.6%FRI and SCHH

FRI

SCHH

First Trust S&P REIT Index Fund · $204MSchwab U.S. REIT ETF · $11.4B

+17.3%3 years · per year$16,141 · $15,578+15.9%

+3.9%5 years · per year$12,099 · $11,386+2.6%

0.51%Expense ratio$51 · $7 on $10k · lower wins0.07%

2.52%12-mo yield$252 · $283 on $10k2.83%

−12.1%Worst dropSmaller wins−11.9%

13.6%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · SCHH

12.8%WELL10.2%

9.1%PLD8.3%

4.8%SPG4.8%

4.7%EQIX4.5%

Held in common89.6%

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$204M
2	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

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$204M
2	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

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

FRI vs SCHH

FRI

First Trust S&P REIT Index Fund

$12,099

SCHH

Schwab U.S. REIT

$11,386

MeasureFRISCHH

Fee0.51%0.07%

Cost on $10k a year$51$7

Yield2.52%2.83%

5 years, per year+3.9%+2.6%

3 years, per year+17.3%+15.9%

Worst drop · 1Y−12.1%−11.9%

Volatility · 1Y13.6%14.2%

3–3measures won
level

89.6%

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: FRI, SCHH

Today

89.6%most shared, FRI and SCHH

FRISCHH

FRI—89.6%

SCHH89.6%—

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

FRI$252 − $51 = $201

KeptFee

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