REIT vs SCHH

AREIT

BSCHH

Measures won5–1REIT wins · of 6 · 5Y

$10,000 · 5Y$11,870REIT · SCHH $11,127

Lowest cost0.07%SCHH · $7 on $10k

Most income2.94%REIT · $294 on $10k

Smallest drop−11.5%REIT · worst fall in 1Y

Held in common48.5%REIT and SCHH

REIT

SCHH

ALPS Active REIT ETF · $57MSchwab U.S. REIT ETF · $11.2B

+14.4%3 years · per year$14,967 · $14,914+14.3%

+3.5%5 years · per year$11,870 · $11,127+2.2%

0.68%Expense ratio$68 · $7 on $10k · lower wins0.07%

2.94%12-mo yield$294 · $289 on $10k2.89%

−11.5%Worst dropSmaller wins−11.9%

13.7%VolatilityLower wins14.3%

5–1REIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsREIT · SCHH

10.6%WELL10.2%

8.3%PLD8.1%

5.1%SPG4.8%

9.4%EQIX4.4%

Held in common48.5%

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	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	0.0%	+15.7%	+15.5%	+14.4%	+3.5%	−11.5%	$57M
2	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

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	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.94%	0.0%	+15.7%	+15.5%	+14.4%	+3.5%	−11.5%	$57M
2	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

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

REIT vs SCHH

REIT

ALPS Active REIT

$11,870

SCHH

Schwab U.S. REIT

$11,127

MeasureREITSCHH

Fee0.68%0.07%

Cost on $10k a year$68$7

Yield2.94%2.89%

5 years, per year+3.5%+2.2%

3 years, per year+14.4%+14.3%

Worst drop · 1Y−11.5%−11.9%

Volatility · 1Y13.7%14.3%

4–1measures won
REIT first

48.5%

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: REIT, SCHH

Today

48.5%most shared, REIT and SCHH

REITSCHH

REIT—48.5%

SCHH48.5%—

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

REIT$294 − $68 = $226

KeptFee

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