Compare · 2 funds side by side · dividends reinvested

CLIM and PSR

CLIMClimate Global×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,999PSR · best of the two

02 / 03

CLIM and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$58M1.0

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 4, 2026 · returns include dividends · since: CLIM 2026 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

PSR

Invesco Active U.S. Real Estate ETF · $58M$10,999

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

CLIMMeasurePSR

[…]Year to dateJan 1 → Nov 4+18.7%

[…]1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $15,160+14.9%

[…]5 years · per year$10,000 became […] · $10,999+1.9%

0.90%Expense ratio$90 · $35 a year on $10k · lower is better0.35%

1.45%Trailing 12-mo yield$145 · $259 a year on $10k2.59%

[…]Worst dropSmaller is better−11.2%

[…]VolatilityLower is calmer14.2%

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

0–2PSR 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 PSR: Top 5 Holdings

Today

CLIM

17.4%in top 5

PSR

in top 539.7%

CLIMStockPSR

4.4%WELL10.6%

3.1%PLD8.5%

not top 5EQIX7.5%

3.8%AMT6.9%

not top 5DLR6.2%

3.1%SPGnot top 5

3.0%PSAnot top 5

Held in common39.2%

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

CLIM vs PSR Returns, Every Period

Climate GlobalCLIM

[…]

past year

PSRInvesco

+18.9%

past year

Returns […]

CLIMPSRFaded: behind in that period

0–0Level

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

CLIM vs PSR

YTD

Climate GlobalCLIM

[…]

PSRInvesco

+18.7%

[…]Year to date+18.7%

[…]Worst drop · 1Y−11.2%

[…]Volatility · 1Y14.2%

1.5%Yield2.6%

$1.5MAssets$58.0M

1–0PSR wins

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

Cost, Income and Risk

Fees: CLIM, PSR

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

CLIM0.90%$90

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

Yields: CLIM, PSR

2.59%highest, PSR

FundTrailing yieldYield$10k

PSR2.59%$259

CLIM1.45%$145

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

Income After Fees on $10,000

$224most kept, PSR

PSR$259 − $35 = $224

CLIM$145 − $90 = $55

KeptFee

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

Overlap: CLIM, PSR

Today

39.2%most shared, CLIM and PSR

CLIMPSR

CLIM—39.2%

PSR39.2%—

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

Return vs Bumpiness: 2 ETFs

+18.9%PSR, at 14.2% volatility

PSRWorst drop−11.2%14.2% vol

CLIMWorst drop[…][…]

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

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026