XLRE vs SCHH

AXLRE

BSCHH

Measures won2–4SCHH wins · of 6 · 5Y

$10,000 · 5Y$10,980SCHH · XLRE $10,775

Lowest cost0.07%SCHH · $7 on $10k

Most income3.30%XLRE · $330 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common73.7%XLRE and SCHH

XLRE

SCHH

State Street Real Estate Select Sector SPDR ETF · $8.3BSchwab U.S. REIT ETF · $11.1B

+14.4%3 years · per year$14,961 · $15,235+15.1%

+1.5%5 years · per year$10,775 · $10,980+1.9%

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

3.30%12-mo yield$330 · $291 on $10k2.91%

−11.1%Worst dropSmaller wins−11.9%

14.2%VolatilityLower wins13.9%

2–4SCHH wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · SCHH

11.3%WELL10.1%

8.2%PLD8.4%

5.8%AMT4.9%

4.8%SPG4.8%

Held in common73.7%

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	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
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B

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	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
2	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B

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

XLRE vs SCHH

XLRE

Real Estate Select Sector SPDR

$10,775

SCHH

Schwab U.S. REIT

$10,980

MeasureXLRESCHH

Fee0.08%0.07%

Cost on $10k a year$8$7

Yield3.30%2.91%

5 years, per year+1.5%+1.9%

3 years, per year+14.4%+15.1%

Worst drop · 1Y−11.1%−11.9%

Volatility · 1Y14.2%13.9%

4–2measures won
SCHH first

73.7%

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: XLRE, SCHH

Today

73.7%most shared, XLRE and SCHH

XLRESCHH

XLRE—73.7%

SCHH73.7%—

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

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

SCHH$291 − $7 = $284

KeptFee

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