Compare · 3 funds side by side · dividends reinvested

CLIM, DFAR and VGT

CLIMClimate Global×DFARDimensional×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,311VGT · best of the three

02 / 04

CLIM, DFAR and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B1.6

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.45%[…][…][…][…][…][…]$2M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CLIM 2026 · DFAR 1993 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

CLIMMeasureDFAR

[…]Year to dateJan 1 → Nov 4+17.7%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $15,520+15.8%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $22 a year on $10k · lower is better0.22%

1.45%Trailing 12-mo yield$145 · $329 a year on $10k3.29%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer14.0%

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

0–2DFAR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLIM vs DFAR: Top 5 Holdings

Today

CLIM

17.4%in top 5

DFAR

in top 529.2%

CLIMStockDFAR

4.4%WELL7.5%

3.1%PLD6.4%

not top 5EQIX5.2%

3.8%AMT5.1%

3.1%SPG5.0%

3.0%PSAnot top 5

Held in common55.7%

End-of-day Nov 4, 2026 · share of each fund

CLIM vs DFAR Returns, Every Period

Climate GlobalCLIM

[…]

past year

DFARDimensional

+17.7%

past year

Returns […]

CLIMDFARFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CLIM vs DFAR

YTD

Climate GlobalCLIM

[…]

DFARDimensional

+17.7%

[…]Year to date+17.7%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y14.0%

1.5%Yield3.3%

$1.5MAssets$8.5B

1–0DFAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, DFAR, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

DFAR0.22%$22

CLIM0.90%$90

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CLIM, DFAR, VGT

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

CLIM1.45%$145

VGT0.41%$41

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

CLIM$145 − $90 = $55

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CLIM, DFAR, VGT

Today

55.7%most shared, CLIM and DFAR

CLIMDFARVGT

CLIM—55.7%0.0%

DFAR55.7%—0.0%

VGT0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAR, at 14.0% volatility

DFARWorst drop−11.5%14.0% vol

VGTWorst drop−15.8%25.5% vol

CLIMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFARVGT

+17.7%Year to date+23.1%

3.3%Yield0.4%

+17.7%Past year+16.7%

0.22%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026