VGSR vs SCHH

AVGSR

BSCHH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,063SCHH

Lowest cost0.07%SCHH · $7 on $10k

Most income2.87%SCHH · $287 on $10k

Smallest drop−10.6%VGSR · worst fall in 1Y

Held in common55.4%VGSR and SCHH

VGSR

SCHH

Vert Global Sustainable Real Estate ETF · $500MSchwab U.S. REIT ETF · $11.4B

[…]3 years · per year[…] · $15,070+14.6%

[…]5 years · per year[…] · $11,063+2.0%

0.51%Expense ratio$51 · $7 on $10k · lower wins0.07%

2.83%12-mo yield$283 · $287 on $10k2.87%

−10.6%Worst dropSmaller wins−11.9%

13.2%VolatilityLower wins14.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVGSR · SCHH

5.0%WELL10.2%

5.1%AMT5.0%

5.1%SPG4.8%

4.7%PLD8.2%

Held in common55.4%

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	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.4B
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.83%	−1.8%	+9.9%	+10.0%	new	new	−10.6%	$500M

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	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.87%	−1.5%	+15.4%	+15.6%	+14.6%	+2.0%	−11.9%	$11.4B
2	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.83%	−1.8%	+9.9%	+10.0%	new	new	−10.6%	$500M

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

VGSR vs SCHH

VGSR

Vert Global Sustainable Real Estate

[…]

SCHH

Schwab U.S. REIT

$11,063

MeasureVGSRSCHH

Fee0.51%0.07%

Cost on $10k a year$51$7

Yield2.83%2.87%

5 years, per year[…]+2.0%

3 years, per year[…]+14.6%

Worst drop · 1Y−10.6%−11.9%

Volatility · 1Y13.2%14.2%

2–2measures won
level

55.4%

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$11.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VGSR, SCHH

Today

55.4%most shared, VGSR and SCHH

VGSRSCHH

VGSR—55.4%

SCHH55.4%—

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

Income After Fees on $10,000

$280most kept, SCHH

SCHH$287 − $7 = $280

VGSR$283 − $51 = $232

KeptFee

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