PPTY vs SCHH

APPTY

BSCHH

Measures won2–4SCHH wins · of 6 · 5Y

$10,000 · 5Y$11,386SCHH · PPTY $10,792

Lowest cost0.07%SCHH · $7 on $10k

Most income2.83%SCHH · $283 on $10k

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

Held in common47.5%PPTY and SCHH

PPTY

SCHH

US Diversified Real Estate ETF · $23MSchwab U.S. REIT ETF · $11.4B

+13.7%3 years · per year$14,700 · $15,578+15.9%

+1.5%5 years · per year$10,792 · $11,386+2.6%

0.53%Expense ratio$53 · $7 on $10k · lower wins0.07%

2.49%12-mo yield$249 · $283 on $10k2.83%

−11.8%Worst dropSmaller wins−11.9%

13.9%VolatilityLower wins14.2%

2–4SCHH wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · SCHH

4.4%EQIX4.5%

3.8%PLD8.3%

3.6%DLR4.5%

3.3%WELL10.2%

Held in common47.5%

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	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M

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

PPTY vs SCHH

PPTY

US Diversified Real Estate

$10,792

SCHH

Schwab U.S. REIT

$11,386

MeasurePPTYSCHH

Fee0.53%0.07%

Cost on $10k a year$53$7

Yield2.49%2.83%

5 years, per year+1.5%+2.6%

3 years, per year+13.7%+15.9%

Worst drop · 1Y−11.8%−11.9%

Volatility · 1Y13.9%14.2%

4–2measures won
SCHH first

47.5%

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: PPTY, SCHH

Today

47.5%most shared, PPTY and SCHH

PPTYSCHH

PPTY—47.5%

SCHH47.5%—

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

PPTY$249 − $53 = $196

KeptFee

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