REET vs SCHH

AREET

BSCHH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,980SCHH · REET $10,701

Lowest cost0.07%SCHH · $7 on $10k

Most income3.48%REET · $348 on $10k

Smallest drop−11.3%REET · worst fall in 1Y

Held in common71.9%REET and SCHH

REET

SCHH

iShares Global REIT ETF · $4.8BSchwab U.S. REIT ETF · $11.1B

+14.3%3 years · per year$14,936 · $15,235+15.1%

+1.4%5 years · per year$10,701 · $10,980+1.9%

0.14%Expense ratio$14 · $7 on $10k · lower wins0.07%

3.48%12-mo yield$348 · $291 on $10k2.91%

−11.3%Worst dropSmaller wins−11.9%

12.2%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsREET · SCHH

9.6%WELL10.1%

6.9%PLD8.4%

5.7%EQIX4.4%

3.9%SPG4.8%

Held in common71.9%

End-of-day Nov 3, 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%	2.91%	0.0%	+13.8%	+13.9%	+15.1%	+1.9%	−11.9%	$11.1B
2	AREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B

End-of-day Nov 3, 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%	2.91%	0.0%	+13.8%	+13.9%	+15.1%	+1.9%	−11.9%	$11.1B
2	AREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B

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

Cards for this view

REET vs SCHH

REET

iShares Global REIT

$10,701

SCHH

Schwab U.S. REIT

$10,980

MeasureREETSCHH

Fee0.14%0.07%

Cost on $10k a year$14$7

Yield3.48%2.91%

5 years, per year+1.4%+1.9%

3 years, per year+14.3%+15.1%

Worst drop · 1Y−11.3%−11.9%

Volatility · 1Y12.2%13.9%

3–3measures won
level

71.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: REET, SCHH

Today

71.9%most shared, REET and SCHH

REETSCHH

REET—71.9%

SCHH71.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$334most kept, REET

REET$348 − $14 = $334

SCHH$291 − $7 = $284

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee