Compare CLIM and DFAR

CLIM and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.0

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 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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 3+14.3%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $15,153+14.9%

[…]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 · $338 a year on $10k3.38%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer13.7%

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

0–2DFAR 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 DFAR: Top 5 Holdings

Today

CLIM

17.3%in top 5

DFAR

in top 529.1%

CLIMStockDFAR

4.4%WELL7.4%

3.1%PLD6.4%

3.8%AMT5.1%

not top 5EQIX5.1%

3.1%SPG5.0%

2.9%PSAnot top 5

Held in common55.7%

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

CLIM vs DFAR Returns, Every Period

1Y

Climate GlobalCLIM

[…]

past year

DFARDimensional

+14.3%

past year

Returns […]

CLIMDFARFaded: behind in that period

0–0Level

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

CLIM vs DFAR

YTD

Climate GlobalCLIM

[…]

DFARDimensional

+14.3%

[…]Year to date+14.3%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y13.7%

1.4%Yield3.4%

$1.5MAssets$8.5B

1–0DFAR wins

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

Cost, Income and Risk

Fees: CLIM, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

CLIM0.90%$90

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

Yields: CLIM, DFAR

1Y

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

CLIM1.45%$145

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

Income After Fees on $10,000

1Y

$316most kept, DFAR

DFAR$338 − $22 = $316

CLIM$145 − $90 = $55

KeptFee

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

Overlap: CLIM, DFAR

Today

55.7%most shared, CLIM and DFAR

CLIMDFAR

CLIM—55.7%

DFAR55.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+14.3%DFAR, at 13.7% volatility

DFARWorst drop−11.5%13.7% 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