WTRE vs SCHH

AWTRE

BSCHH

Measures won1–5SCHH wins · of 6 · 5Y

$10,000 · 5Y$11,127SCHH · WTRE $9,437

Lowest cost0.07%SCHH · $7 on $10k

Most income2.89%SCHH · $289 on $10k

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

Held in common28.1%WTRE and SCHH

WTRE

SCHH

WisdomTree New Economy Real Estate Fund · $14MSchwab U.S. REIT ETF · $11.2B

+14.7%3 years · per year$15,098 · $14,914+14.3%

−1.2%5 years · per year$9,437 · $11,127+2.2%

0.58%Expense ratio$58 · $7 on $10k · lower wins0.07%

2.71%12-mo yield$271 · $289 on $10k2.89%

−20.6%Worst dropSmaller wins−11.9%

21.4%VolatilityLower wins14.3%

1–5SCHH wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · SCHH

5.2%PLD8.1%

5.9%AMT5.0%

5.4%EQIX4.4%

5.3%DLR4.2%

Held in common28.1%

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	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
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

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	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
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

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

WTRE vs SCHH

WTRE

WisdomTree New Economy Real Estate Fund

$9,437

SCHH

Schwab U.S. REIT

$11,127

MeasureWTRESCHH

Fee0.58%0.07%

Cost on $10k a year$58$7

Yield2.71%2.89%

5 years, per year−1.2%+2.2%

3 years, per year+14.7%+14.3%

Worst drop · 1Y−20.6%−11.9%

Volatility · 1Y21.4%14.3%

5–1measures won
SCHH first

28.1%

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: WTRE, SCHH

Today

28.1%most shared, WTRE and SCHH

WTRESCHH

WTRE—28.1%

SCHH28.1%—

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

WTRE$271 − $58 = $213

KeptFee

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