SCHH vs USRT

ASCHH

BUSRT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,871USRT · SCHH $10,980

Lowest cost0.07%SCHH · $7 on $10k

Most income2.91%SCHH · $291 on $10k

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

Held in common86.8%SCHH and USRT

SCHH

USRT

Schwab U.S. REIT ETF · $11.1BiShares Core U.S. REIT ETF · $4.3B

+15.1%3 years · per year$15,235 · $15,948+16.8%

+1.9%5 years · per year$10,980 · $11,871+3.5%

0.07%Expense ratio$7 · $8 on $10k · lower wins0.08%

2.91%12-mo yield$291 · $272 on $10k2.72%

−11.9%Worst dropSmaller wins−12.4%

13.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHH · USRT

10.1%WELL9.0%

8.4%PLD6.9%

4.8%SPG4.7%

4.4%EQIX6.1%

Held in common86.8%

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	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	ASCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.91%	0.0%	+13.8%	+13.9%	+15.1%	+1.9%	−11.9%	$11.1B

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	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	ASCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.91%	0.0%	+13.8%	+13.9%	+15.1%	+1.9%	−11.9%	$11.1B

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

SCHH vs USRT

SCHH

Schwab U.S. REIT

$10,980

USRT

iShares Core U.S. REIT

$11,871

MeasureSCHHUSRT

Fee0.07%0.08%

Cost on $10k a year$7$8

Yield2.91%2.72%

5 years, per year+1.9%+3.5%

3 years, per year+15.1%+16.8%

Worst drop · 1Y−11.9%−12.4%

Volatility · 1Y13.9%13.6%

3–3measures won
level

86.8%

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: SCHH, USRT

Today

86.8%most shared, SCHH and USRT

SCHHUSRT

SCHH—86.8%

USRT86.8%—

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

Income After Fees on $10,000

$284most kept, SCHH

SCHH$291 − $7 = $284

USRT$272 − $8 = $264

KeptFee

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