PSR vs SCHH

APSR

BSCHH

Measures won1–5SCHH wins · of 6 · 5Y

$10,000 · 5Y$11,063SCHH · PSR $10,702

Lowest cost0.07%SCHH · $7 on $10k

Most income2.87%SCHH · $287 on $10k

Smallest drop−11.2%PSR · worst fall in 1Y

Held in common61.4%PSR and SCHH

PSR

SCHH

Invesco Active U.S. Real Estate ETF · $58MSchwab U.S. REIT ETF · $11.4B

+13.7%3 years · per year$14,710 · $15,070+14.6%

+1.4%5 years · per year$10,702 · $11,063+2.0%

0.35%Expense ratio$35 · $7 on $10k · lower wins0.07%

2.62%12-mo yield$262 · $287 on $10k2.87%

−11.2%Worst dropSmaller wins−11.9%

14.3%VolatilityLower wins14.2%

1–5SCHH wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · SCHH

10.6%WELL10.2%

8.4%PLD8.2%

7.0%AMT5.0%

7.6%EQIX4.5%

Held in common61.4%

End-of-day Nov 5, 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%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.4B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M

End-of-day Nov 5, 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%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.4B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.62%	−1.3%	+17.1%	+16.8%	+13.7%	+1.4%	−11.2%	$58M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSR vs SCHH

PSR

Invesco Active U.S. Real Estate

$10,702

SCHH

Schwab U.S. REIT

$11,063

MeasurePSRSCHH

Fee0.35%0.07%

Cost on $10k a year$35$7

Yield2.62%2.87%

5 years, per year+1.4%+2.0%

3 years, per year+13.7%+14.6%

Worst drop · 1Y−11.2%−11.9%

Volatility · 1Y14.3%14.2%

5–1measures won
SCHH first

61.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PSR, SCHH

Today

61.4%most shared, PSR and SCHH

PSRSCHH

PSR—61.4%

SCHH61.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$280most kept, SCHH

SCHH$287 − $7 = $280

PSR$262 − $35 = $227

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee