RWR vs SCHH

ARWR

BSCHH

Measures won3–2RWR wins · of 6 · 5Y

$10,000 · 5Y$11,973RWR · SCHH $11,063

Lowest cost0.07%SCHH · $7 on $10k

Most income3.38%RWR · $338 on $10k

Smallest drop−11.9%SCHH · worst fall in 1Y

Held in common80.9%RWR and SCHH

RWR

SCHH

State Street SPDR Dow Jones REIT ETF · $1.9BSchwab U.S. REIT ETF · $11.2B

+17.5%3 years · per year$16,229 · $15,070+14.6%

+3.7%5 years · per year$11,973 · $11,063+2.0%

0.25%Expense ratio$25 · $7 on $10k · lower wins0.07%

3.38%12-mo yield$338 · $287 on $10k2.87%

−12.8%Worst dropSmaller wins−11.9%

14.2%VolatilityLower wins14.2%

3–2RWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · SCHH

10.3%WELL10.2%

9.4%PLD8.2%

4.9%SPG4.8%

4.4%EQIX4.5%

Held in common80.9%

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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.38%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.9B
2	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.2B

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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.38%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.9B
2	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.2B

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

RWR vs SCHH

RWR

SPDR Dow Jones REIT

$11,973

SCHH

Schwab U.S. REIT

$11,063

MeasureRWRSCHH

Fee0.25%0.07%

Cost on $10k a year$25$7

Yield3.38%2.87%

5 years, per year+3.7%+2.0%

3 years, per year+17.5%+14.6%

Worst drop · 1Y−12.8%−11.9%

Volatility · 1Y14.2%14.2%

3–2measures won
RWR first

80.9%

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$11.2B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RWR, SCHH

Today

80.9%most shared, RWR and SCHH

RWRSCHH

RWR—80.9%

SCHH80.9%—

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

Income After Fees on $10,000

$313most kept, RWR

RWR$338 − $25 = $313

SCHH$287 − $7 = $280

KeptFee

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