Compare · 3 funds side by side · dividends reinvested

CLIM, USRT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

CLIM, USRT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.4

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.5

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: CLIM 2026 · USRT 2007 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CLIMMeasureXLE

[…]Year to dateJan 1 → Nov 5+40.6%

[…]1 yearTotal return+45.4%

[…]3 years · per year$10,000 became […] · $15,905+16.7%

[…]5 years · per year$10,000 became […] · $25,404+20.5%

0.90%Expense ratio$90 · $8 a year on $10k · lower is better0.08%

1.43%Trailing 12-mo yield$143 · $247 a year on $10k2.47%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer23.3%

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

0–2XLE 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 XLE: Top 5 Holdings

Today

CLIM

17.4%in top 5

XLE

in top 559.2%

CLIMStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

not top 5PSX4.6%

not top 5MPC4.5%

4.4%WELLnot top 5

3.8%AMTnot top 5

3.1%SPGnot top 5

3.0%PLDnot top 5

3.0%CCInot top 5

Held in common0.0%

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

CLIM vs XLE Returns, Every Period

Climate GlobalCLIM

[…]

past year

XLESPDR

+45.4%

past year

Returns […]

CLIMXLEFaded: behind in that period

0–0Level

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

CLIM vs USRT

YTD

Climate GlobalCLIM

[…]

USRTiShares

+16.5%

[…]Year to date+16.5%

[…]Worst drop · 1Y−12.4%

[…]Volatility · 1Y13.9%

1.4%Yield2.7%

$1.5MAssets$4.4B

1–0USRT wins

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

Cost, Income and Risk

Fees: CLIM, USRT, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLE0.08%$8

CLIM0.90%$90

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

Yields: CLIM, USRT, XLE

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

XLE2.47%$247

CLIM1.43%$143

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLE$247 − $8 = $239

CLIM$143 − $90 = $53

KeptFee

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

Overlap: CLIM, USRT, XLE

Today

50.3%most shared, CLIM and USRT

CLIMUSRTXLE

CLIM—50.3%0.0%

USRT50.3%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

USRTWorst drop−12.4%13.9% vol

XLEWorst drop−15.0%23.3% vol

CLIMWorst drop[…][…]

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

Paid More vs Made More

YTD

USRTXLE

+16.5%Year to date+40.6%

2.7%Yield2.5%

+16.4%Past year+45.4%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

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