Compare · 3 funds side by side · dividends reinvested

CLIM, PSR and VGT

CLIMClimate Global×PSRInvesco×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

CLIM, PSR and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.64%+16.4%+15.9%+13.3%+1.4%−11.2%14.3%$60M1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.8

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CLIM 2026 · PSR 2008 · VGT 2004

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 · $60M$10,736

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

CLIMMeasurePSR

[…]Year to dateJan 1 → Nov 6+16.4%

[…]1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $14,541+13.3%

[…]5 years · per year$10,000 became […] · $10,736+1.4%

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

1.43%Trailing 12-mo yield$143 · $264 a year on $10k2.64%

[…]Worst dropSmaller is better−11.2%

[…]VolatilityLower is calmer14.3%

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

0–2PSR wins

End-of-day Nov 6, 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

17.5%in top 5

PSR

in top 539.2%

CLIMStockPSR

4.5%WELL10.6%

3.0%PLD8.4%

not top 5EQIX7.3%

3.9%AMT7.1%

not top 5DLR5.9%

3.1%SPGnot top 5

3.0%PSAnot top 5

Held in common39.5%

End-of-day Nov 6, 2026 · share of each fund

CLIM vs PSR Returns, Every Period

Climate GlobalCLIM

[…]

past year

PSRInvesco

+15.9%

past year

Returns […]

CLIMPSRFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CLIM vs PSR

YTD

Climate GlobalCLIM

[…]

PSRInvesco

+16.4%

[…]Year to date+16.4%

[…]Worst drop · 1Y−11.2%

[…]Volatility · 1Y14.3%

1.4%Yield2.6%

$1.6MAssets$59.9M

1–0PSR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, PSR, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

PSR0.35%$35

CLIM0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CLIM, PSR, VGT

2.64%highest, PSR

FundTrailing yieldYield$10k

PSR2.64%$264

CLIM1.43%$143

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$229most kept, PSR

PSR$264 − $35 = $229

CLIM$143 − $90 = $53

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CLIM, PSR, VGT

Today

39.5%most shared, CLIM and PSR

CLIMPSRVGT

CLIM—39.5%0.0%

PSR39.5%—0.0%

VGT0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%PSR, at 14.3% volatility

PSRWorst drop−11.2%14.3% vol

VGTWorst drop−17.5%26.5% vol

CLIMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PSRVGT

+16.4%Year to date+15.6%

2.6%Yield0.4%

+15.9%Past year+12.1%

0.35%Fee0.09%

3–1PSR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026