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$21,281VGT · best of the three

02 / 04

CLIM, DFAR and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B1.5

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.30%+17.1%+17.2%+13.4%[…]−11.5%14.1%$8.7B1.6

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.42%[…][…][…][…][…][…]$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 9, 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 · $8.7B[…]

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

CLIMMeasureDFAR

[…]Year to dateJan 1 → Nov 9+17.1%

[…]1 yearTotal return+17.2%

[…]3 years · per year$10,000 became […] · $14,584+13.4%

[…]5 years · per year[…]

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

1.42%Trailing 12-mo yield$142 · $330 a year on $10k3.30%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer14.1%

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

0–2DFAR wins

End-of-day Nov 9, 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 528.9%

CLIMStockDFAR

4.5%WELL7.6%

3.0%PLD6.3%

not top 5EQIX5.1%

3.2%SPG5.0%

3.8%AMT4.9%

3.0%PSAnot top 5

Held in common55.9%

End-of-day Nov 9, 2026 · share of each fund

CLIM vs DFAR Returns, Every Period

Climate GlobalCLIM

[…]

past year

DFARDimensional

+17.2%

past year

Returns […]

CLIMDFARFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CLIM vs DFAR

YTD

Climate GlobalCLIM

[…]

DFARDimensional

+17.1%

[…]Year to date+17.1%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y14.1%

1.4%Yield3.3%

$1.5MAssets$8.7B

1–0DFAR wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CLIM, DFAR, VGT

3.30%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.30%$330

CLIM1.42%$142

VGT0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$308most kept, DFAR

DFAR$330 − $22 = $308

CLIM$142 − $90 = $52

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CLIM, DFAR, VGT

Today

55.9%most shared, CLIM and DFAR

CLIMDFARVGT

CLIM—55.9%0.0%

DFAR55.9%—0.0%

VGT0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.0%VGT, at 26.6% volatility

DFARWorst drop−11.5%14.1% vol

VGTWorst drop−17.5%26.6% vol

CLIMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFARVGT

+17.1%Year to date+19.3%

3.3%Yield0.4%

+17.2%Past year+18.0%

0.22%Fee0.09%

3–1VGT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026