Compare · 2 funds side by side · dividends reinvested

CLIM and USRT

CLIMClimate Global×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,871USRT · best of the two

02 / 03

CLIM and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.0

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.45%[…][…][…][…][…][…]$2M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CLIM 2026 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

Climate Global-Climate Resilient REIT Index ETF · $2M[…]

CLIM

USRT

iShares Core U.S. REIT ETF · $4.3B$11,530

$10,000 one year ago, dividends reinvested · they hold 50.2% in common

CLIMMeasureUSRT

[…]Year to dateJan 1 → Nov 3+15.3%

[…]1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $15,948+16.8%

[…]5 years · per year$10,000 became […] · $11,871+3.5%

0.90%Expense ratio$90 · $8 a year on $10k · lower is better0.08%

1.45%Trailing 12-mo yield$145 · $272 a year on $10k2.72%

[…]Worst dropSmaller is better−12.4%

[…]VolatilityLower is calmer13.6%

CLIMUSRT Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2USRT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLIM vs USRT: Top 5 Holdings

Today

CLIM

17.3%in top 5

USRT

in top 531.3%

CLIMStockUSRT

4.4%WELL9.0%

3.1%PLD6.9%

not top 5EQIX6.1%

3.1%SPG4.7%

2.9%PSA4.5%

3.8%AMTnot top 5

Held in common50.2%

End-of-day Nov 3, 2026 · share of each fund

CLIM vs USRT Returns, Every Period

Climate GlobalCLIM

[…]

past year

USRTiShares

+15.3%

past year

Returns […]

CLIMUSRTFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CLIM vs USRT

YTD

Climate GlobalCLIM

[…]

USRTiShares

+15.3%

[…]Year to date+15.3%

[…]Worst drop · 1Y−12.4%

[…]Volatility · 1Y13.6%

1.4%Yield2.7%

$1.5MAssets$4.3B

1–0USRT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

CLIM0.90%$90

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CLIM, USRT

2.72%highest, USRT

FundTrailing yieldYield$10k

USRT2.72%$272

CLIM1.45%$145

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

CLIM$145 − $90 = $55

KeptFee

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

Overlap: CLIM, USRT

Today

50.2%most shared, CLIM and USRT

CLIMUSRT

CLIM—50.2%

USRT50.2%—

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

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

USRTWorst drop−12.4%13.6% vol

CLIMWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026