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 10.72% year-to-date (YTD) with +$8M in YTD flows. SCHH performs better with 11.93% YTD performance, and +$1.36B 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 09/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPRE SCHH | -4.21%-4.26% | -2.16%-3.02% | +10.72%+11.93% | +9.27%+9.95% | +31.64%+31.80% | n/a+11.19% |
| Flows | JPRE SCHH | +$8M+$64M | -$3M+$1.19B | +$8M+$1.36B | -$27M+$1.99B | +$50M+$3.80B | -+$4.66B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPRE SCHH | +14.49%+14.31% | +13.71%+13.68% | +16.25%+16.73% | n/a+18.82% |
| Max drawdown | JPRE SCHH | -6.79%-7.24% | -7.59%-8.29% | -16.14%-17.71% | n/a-33.31% |
| Max drawdown duration | JPRE SCHH | 50d50d | 57d44d | 513d512d | n/a1565d |
Trading data
JPRE | SCHH | |
Last sale 9/15/2026 at 1:30 PM | $51.27 | $23.03 |
| Previous close 09/14/2026 | $51.33 | $23.09 |
| Consolidated volume 09/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 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 9/15/2026 at 1:30 PM
Live
Closed
JPRE | SCHH | |
|---|---|---|
| Last price | $51.27 | $23.03 |
| 1D performance | -0.11% | -0.26% |
| AuM | $467.98 M | $11.00 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 | 38 | 118 |
| 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%
SCHH
USA
100%
Other
0%
Sectors
JPRE
Finance
99.69%
Other
0.31%
SCHH
Finance
100%
Other
0%
Diversification
JPRE
Total weight of top 15 holdings out of 15
76.88%
SCHH
Total weight of top 15 holdings out of 15
60.18%
Top 15 holdings
Data as of July 31, 2026
JPRE
Welltower, Inc.
12.42%
Prologis, Inc.
10.70%
Equinix, Inc.
9.11%
Digital Realty Trust, Inc.
7.85%
Ventas, Inc.
6.49%
American Tower Corp.
5.60%
Simon Property Group, Inc.
4.13%
Regency Centers Corp.
3.43%
Invitation Homes, Inc.
3.15%
Healthpeak Properties, Inc.
2.88%
UDR, Inc.
2.35%
AvalonBay Communities, Inc.
2.31%
EastGroup Properties, Inc.
2.18%
Public Storage
2.16%
Crown Castle, Inc.
2.13%
SCHH
Welltower, Inc.
11.10%
Prologis, Inc.
8.70%
Simon Property Group, Inc.
4.77%
Digital Realty Trust, Inc.
4.57%
Realty Income Corp.
4.11%
Equinix, Inc.
4.08%
American Tower Corp.
3.84%
Public Storage
3.65%
Ventas, Inc.
3.27%
Iron Mountain, Inc.
2.53%
Crown Castle, Inc.
2.18%
Extra Space Storage, Inc.
2.11%
VICI Properties, Inc.
1.97%
AvalonBay Communities, Inc.
1.75%
Equity Residential
1.54%
Frequently asked questions about JPRE and SCHH
How have the JPRE and SCHH ETFs performed in 2026?
As of September 14, 2026, JPRE is up 10.72% year-to-date (YTD), while SCHH has returned 11.93%. 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 +$8M in flows, compared to +$1.36B for SCHH.
Which ETF is more volatile: JPRE or SCHH?
Over the past year, JPRE had a volatility of 13.71%, while SCHH experienced 13.68%.
Which ETF is bigger: JPRE or SCHH?
As of September 14, 2026, JPRE holds $467.98 M in assets under management (AUM), while SCHH manages $11.00 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 Simon Property Group, Inc..
Which ETF is more diversified: JPRE or SCHH?
JPRE holds 38 securities with 76.88% of its assets in the top 15. SCHH has 118 securities and a top 15 weight of 60.18%.
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