USRT vs SCHH

AUSRT

BSCHH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,353XLF · USRT $11,871

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%USRT and SCHH

USRT

SCHH

iShares Core U.S. REIT ETF · $4.3BSchwab U.S. REIT ETF · $11.1B

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

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

0.08%Expense ratio$8 · $7 on $10k · lower wins0.07%

2.72%12-mo yield$272 · $291 on $10k2.91%

−12.4%Worst dropSmaller wins−11.9%

13.6%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · SCHH

9.0%WELL10.1%

6.9%PLD8.4%

4.7%SPG4.8%

6.1%EQIX4.4%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	AUSRT	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
3	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

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	AUSRT	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
3	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

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

USRT vs SCHH

USRT

iShares Core U.S. REIT

$11,871

SCHH

Schwab U.S. REIT

$10,980

MeasureUSRTSCHH

Fee0.08%0.07%

Cost on $10k a year$8$7

Yield2.72%2.91%

5 years, per year+3.5%+1.9%

3 years, per year+16.8%+15.1%

Worst drop · 1Y−12.4%−11.9%

Volatility · 1Y13.6%13.9%

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: USRT, SCHH, XLF

Today

86.8%most shared, USRT and SCHH

USRTSCHHXLF

USRT—86.8%0.0%

SCHH86.8%—0.0%

XLF0.0%0.0%—

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

XLF$144 − $8 = $136

KeptFee

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