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$25,568XLE · 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.5

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 6, 2026 · returns include dividends · since: CLIM 2026 · USRT 2007 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.2B$12,000

USRT

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

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

USRTMeasureXLE

+16.2%Year to dateJan 1 → Nov 6+40.6%

+16.0%1 yearTotal return+45.0%

+16.0%3 years · per year$10,000 became $15,602 · $15,939+16.8%

+3.7%5 years · per year$10,000 became $12,000 · $25,568+20.7%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.69%Trailing 12-mo yield$269 · $247 a year on $10k2.47%

−12.4%Worst dropSmaller is better−15.0%

13.9%VolatilityLower is calmer23.3%

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

3–4XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs XLE: Top 5 Holdings

Today

USRT

31.4%in top 5

XLE

in top 559.5%

USRTStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

9.3%WELLnot top 5

not top 5COP7.3%

6.8%PLDnot top 5

5.9%EQIXnot top 5

4.8%SPGnot top 5

4.6%PSAnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common0.0%

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

USRT vs XLE Returns, Every Period

iSharesUSRT

+3.7%

5 years, per year

XLESPDR

+20.7%

5 years, per year

USRTXLEFaded: behind in that period

0–4XLE wins

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

USRT vs XLE

YTD

iSharesUSRT

+16.2%

XLESPDR

+40.6%

+16.2%Year to date+40.6%

−12.4%Worst drop · 1Y−15.0%

13.9%Volatility · 1Y23.3%

2.7%Yield2.5%

$4.2BAssets$42.0B

3–1USRT wins

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

Overlap: CLIM, USRT, XLE

Today

50.4%most shared, CLIM and USRT

CLIMUSRTXLE

CLIM—50.4%0.0%

USRT50.4%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%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 6, 2026 · up and left is better

Paid More vs Made More

YTD

USRTXLE

+16.2%Year to date+40.6%

2.7%Yield2.5%

+16.0%Past year+45.0%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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