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$10,702PSR · 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%2.62%+17.1%+16.8%+13.7%+1.4%−11.2%14.3%$58M1.0

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$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 5, 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$10,702

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

CLIMMeasurePSR

[…]Year to dateJan 1 → Nov 5+17.1%

[…]1 yearTotal return+16.8%

[…]3 years · per year$10,000 became […] · $14,710+13.7%

[…]5 years · per year$10,000 became […] · $10,702+1.4%

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

1.43%Trailing 12-mo yield$143 · $262 a year on $10k2.62%

[…]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 5, 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%

3.0%PLD8.4%

not top 5EQIX7.6%

3.8%AMT7.0%

not top 5DLR6.1%

3.1%SPGnot top 5

3.0%CCInot top 5

Held in common39.3%

End-of-day Nov 5, 2026 · share of each fund

CLIM vs PSR Returns, Every Period

Climate GlobalCLIM

[…]

past year

PSRInvesco

+16.8%

past year

Returns […]

CLIMPSRFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CLIM vs PSR

YTD

Climate GlobalCLIM

[…]

PSRInvesco

+17.1%

[…]Year to date+17.1%

[…]Worst drop · 1Y−11.2%

[…]Volatility · 1Y14.3%

1.4%Yield2.6%

$1.5MAssets$58.1M

1–0PSR wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: CLIM, PSR

2.62%highest, PSR

FundTrailing yieldYield$10k

PSR2.62%$262

CLIM1.43%$143

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$227most kept, PSR

PSR$262 − $35 = $227

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CLIM, PSR

Today

39.3%most shared, CLIM and PSR

CLIMPSR

CLIM—39.3%

PSR39.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.8%PSR, at 14.3% volatility

PSRWorst drop−11.2%14.3% vol

CLIMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026