Compare · 3 funds side by side · dividends reinvested

CLIM, PSR and XLF

CLIMClimate Global×PSRInvesco×XLFSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,690XLF · best of the three

02 / 04

CLIM, PSR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.60%+18.2%+18.3%+12.6%+1.6%−11.2%14.4%$59M1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.6

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.42%[…][…][…][…][…][…]$2M3.0

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 · PSR 2008 · XLF 1998

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 · $59M$10,822

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

CLIMMeasurePSR

[…]Year to dateJan 1 → Nov 9+18.2%

[…]1 yearTotal return+18.3%

[…]3 years · per year$10,000 became […] · $14,261+12.6%

[…]5 years · per year$10,000 became […] · $10,821+1.6%

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

1.42%Trailing 12-mo yield$142 · $260 a year on $10k2.60%

[…]Worst dropSmaller is better−11.2%

[…]VolatilityLower is calmer14.4%

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

0–2PSR 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 PSR: Top 5 Holdings

Today

CLIM

17.4%in top 5

PSR

in top 539.2%

CLIMStockPSR

4.5%WELL10.7%

3.0%PLD8.3%

not top 5EQIX7.4%

3.8%AMT6.9%

not top 5DLR5.9%

3.2%SPGnot top 5

3.0%PSAnot top 5

Held in common39.5%

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

CLIM vs PSR Returns, Every Period

Climate GlobalCLIM

[…]

past year

PSRInvesco

+18.3%

past year

Returns […]

CLIMPSRFaded: behind in that period

0–0Level

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

CLIM vs PSR

YTD

Climate GlobalCLIM

[…]

PSRInvesco

+18.2%

[…]Year to date+18.2%

[…]Worst drop · 1Y−11.2%

[…]Volatility · 1Y14.4%

1.4%Yield2.6%

$1.6MAssets$58.7M

1–0PSR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, PSR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSR0.35%$35

CLIM0.90%$90

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

Yields: CLIM, PSR, XLF

2.60%highest, PSR

FundTrailing yieldYield$10k

PSR2.60%$260

XLF1.42%$142

CLIM1.42%$142

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

Income After Fees on $10,000

$225most kept, PSR

PSR$260 − $35 = $225

XLF$142 − $8 = $134

CLIM$142 − $90 = $52

KeptFee

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

Overlap: CLIM, PSR, XLF

Today

39.5%most shared, CLIM and PSR

CLIMPSRXLF

CLIM—39.5%0.0%

PSR39.5%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.3%PSR, at 14.4% volatility

PSRWorst drop−11.2%14.4% vol

XLFWorst drop−14.8%15.3% vol

CLIMWorst drop[…][…]

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

Paid More vs Made More

YTD

PSRXLF

+18.2%Year to date+7.2%

2.6%Yield1.4%

+18.3%Past year+12.4%

0.35%Fee0.08%

3–1PSR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026