IYR vs SCHH

AIYR

BSCHH

Measures won1–5SCHH wins · of 6 · 5Y

$10,000 · 5Y$11,127SCHH · IYR $10,558

Lowest cost0.07%SCHH · $7 on $10k

Most income2.89%SCHH · $289 on $10k

Smallest drop−11.8%IYR · worst fall in 1Y

Held in common87.7%IYR and SCHH

IYR

SCHH

iShares U.S. Real Estate ETF · $4.0BSchwab U.S. REIT ETF · $11.2B

+13.0%3 years · per year$14,416 · $14,914+14.3%

+1.1%5 years · per year$10,558 · $11,127+2.2%

0.37%Expense ratio$37 · $7 on $10k · lower wins0.07%

2.35%12-mo yield$235 · $289 on $10k2.89%

−11.8%Worst dropSmaller wins−11.9%

14.4%VolatilityLower wins14.3%

1–5SCHH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYR · SCHH

10.2%WELL10.2%

8.6%PLD8.1%

5.0%AMT5.0%

4.8%SPG4.8%

Held in common87.7%

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	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.35%	−0.6%	+9.9%	+9.9%	+13.0%	+1.1%	−11.8%	$4.0B

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	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.35%	−0.6%	+9.9%	+9.9%	+13.0%	+1.1%	−11.8%	$4.0B

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

IYR vs SCHH

IYR

iShares U.S. Real Estate

$10,558

SCHH

Schwab U.S. REIT

$11,127

MeasureIYRSCHH

Fee0.37%0.07%

Cost on $10k a year$37$7

Yield2.35%2.89%

5 years, per year+1.1%+2.2%

3 years, per year+13.0%+14.3%

Worst drop · 1Y−11.8%−11.9%

Volatility · 1Y14.4%14.3%

5–1measures won
SCHH first

87.7%

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: IYR, SCHH

Today

87.7%most shared, IYR and SCHH

IYRSCHH

IYR—87.7%

SCHH87.7%—

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

IYR$235 − $37 = $198

KeptFee

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