JPREvsSCHHETF Comparison
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JPMorgan Realty Income ETF (JPRE) belongs to the Uncategorized Equities segment. Schwab U.S. REIT ETF (SCHH) is part of the US Real Estate segment. JPRE's top 2 sector exposures are Finance and Healthcare. In contrast, SCHH's top sector exposures are Finance. JPRE is more expensive with a Total Expense Ratio (TER) of 0.71%, versus 0.07% for SCHH. JPRE is up 11.91% year-to-date (YTD) with +$3M in YTD flows. SCHH performs better with 12.69% YTD performance, and +$1.40B in YTD flows. Run a side-by-side ETF comparison of JPRE and SCHH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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JPRE vs SCHH performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPRE SCHH | +4.38%+4.77% | -3.77%-4.74% | +11.91%+12.69% | +11.95%+13.10% | +47.44%+49.90% | n/a+8.54% |
| Flows | JPRE SCHH | -$7M-$5M | -$5M+$132M | +$3M+$1.40B | -$42M+$2.02B | +$41M+$3.60B | -+$4.53B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPRE SCHH | +12.88%+12.82% | +13.84%+13.88% | +15.88%+16.37% | n/a+18.83% |
| Max drawdown | JPRE SCHH | -8.77%-10.13% | -10.68%-11.80% | -16.14%-17.71% | n/a-33.31% |
| Max drawdown duration | JPRE SCHH | 92d92d | 96d96d | 513d512d | n/a1565d |
Trading data
JPRE | SCHH | |
Last sale 10/30/2026 at 1:30 PM | $51.52 | $23.05 |
| Previous close 10/29/2026 | $51.50 | $23.05 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JPRE
is actively managed and doesn’t replicate an indexJPRE | SCHH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
JPRE | SCHH | |
|---|---|---|
| Last price | $51.52 | $23.05 |
| 1D performance | +0.03% | +0.00% |
| AuM | $464.99 M | $11.04 B |
| E/R | 0.71% | 0.07% |
Characteristics
JPRE | SCHH | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Schwab ETFs |
| Benchmark | - | Dow Jones Equity All REIT Capped Index |
| N° of holdings | 36 | 119 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 20, 2022 | January 13, 2011 |
| ESG | No | No |
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Exposure
Countries
JPRE
USA
100%
Other
0%
SCHH
USA
100%
Other
0%
Sectors
JPRE
Finance
99.18%
Other
0.82%
SCHH
Finance
100%
Other
0%
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Diversification
JPRE
Total weight of top 15 holdings out of 15
77.77%
SCHH
Total weight of top 15 holdings out of 15
61.6%
Top 15 holdings
Data as of September 30, 2026
JPRE
Welltower, Inc.
13.00%
Prologis, Inc.
10.38%
Equinix, Inc.
9.38%
Digital Realty Trust, Inc.
7.38%
American Tower Corp.
5.93%
Ventas, Inc.
5.01%
Simon Property Group, Inc.
3.92%
Extra Space Storage, Inc.
3.35%
Crown Castle, Inc.
3.07%
Healthpeak Properties, Inc.
3.04%
Invitation Homes, Inc.
3.04%
Regency Centers Corp.
2.98%
EastGroup Properties, Inc.
2.50%
Host Hotels & Resorts, Inc.
2.49%
Kimco Realty Corp.
2.30%
SCHH
Welltower, Inc.
10.26%
Prologis, Inc.
8.95%
Equinix, Inc.
4.76%
Digital Realty Trust, Inc.
4.63%
Simon Property Group, Inc.
4.58%
American Tower Corp.
4.55%
Realty Income Corp.
3.88%
Public Storage
3.54%
Ventas, Inc.
3.30%
Equity Residential
3.25%
Iron Mountain, Inc.
2.51%
Crown Castle, Inc.
2.13%
Extra Space Storage, Inc.
2.06%
VICI Properties, Inc.
1.89%
SBA Communications Corp.
1.30%
Frequently asked questions about JPRE and SCHH
How have the JPRE and SCHH ETFs performed in 2026?
As of October 30, 2026, JPRE is up 11.91% year-to-date (YTD), while SCHH has returned 12.69%. That puts SCHH better performer ahead so far this year.
Which ETF is attracting more investor money: JPRE or SCHH?
Year-to-date, the JPRE ETF saw +$3M in flows, compared to +$1.40B for SCHH.
Which ETF is more volatile: JPRE or SCHH?
Over the past year, JPRE had a volatility of 13.84%, while SCHH experienced 13.88%.
Which ETF is bigger: JPRE or SCHH?
As of October 30, 2026, JPRE holds $464.99 M in assets under management (AUM), while SCHH manages $11.04 B.
What sectors do the JPRE and SCHH ETFs invest in?
JPRE leans toward sectors like Finance. Meanwhile, SCHH focuses on Finance.
What are the top holdings of the JPRE ETF and SCHH ETF?
JPRE top holdings include Welltower, Inc., Prologis, Inc. and Equinix, Inc.. SCHH holds in its top three: Welltower, Inc., Prologis, Inc. and Equinix, Inc..
Which ETF is more diversified: JPRE or SCHH?
JPRE holds 36 securities with 77.77% of its assets in the top 15. SCHH has 119 securities and a top 15 weight of 61.6%.
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