Compare · 2 funds side by side · dividends reinvested

CLIM and RWR

CLIMClimate Global×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 03

CLIM and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.0

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 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 48.8% in common

CLIMMeasureRWR

[…]Year to dateJan 1 → Nov 5+17.8%

[…]1 yearTotal return+18.8%

[…]3 years · per year$10,000 became […] · $16,229+17.5%

[…]5 years · per year$10,000 became […] · $11,973+3.7%

0.90%Expense ratio$90 · $25 a year on $10k · lower is better0.25%

1.43%Trailing 12-mo yield$143 · $334 a year on $10k3.34%

[…]Worst dropSmaller is better−12.8%

[…]VolatilityLower is calmer14.2%

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

0–2RWR 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 RWR: Top 5 Holdings

Today

CLIM

17.4%in top 5

RWR

in top 534.1%

CLIMStockRWR

4.4%WELL10.3%

3.0%PLD9.4%

not top 5PSA5.1%

3.1%SPG4.9%

not top 5EQIX4.4%

3.8%AMTnot top 5

3.0%CCInot top 5

Held in common48.8%

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

CLIM vs RWR Returns, Every Period

Climate GlobalCLIM

[…]

past year

RWRSPDR

+18.8%

past year

Returns […]

CLIMRWRFaded: behind in that period

0–0Level

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

CLIM vs RWR

YTD

Climate GlobalCLIM

[…]

RWRSPDR

+17.8%

[…]Year to date+17.8%

[…]Worst drop · 1Y−12.8%

[…]Volatility · 1Y14.2%

1.4%Yield3.3%

$1.5MAssets$1.8B

1–0RWR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

CLIM0.90%$90

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

Yields: CLIM, RWR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

CLIM1.43%$143

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

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

CLIM$143 − $90 = $53

KeptFee

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

Overlap: CLIM, RWR

Today

48.8%most shared, CLIM and RWR

CLIMRWR

CLIM—48.8%

RWR48.8%—

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

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

RWRWorst drop−12.8%14.2% 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