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%$40.5B1.4

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

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

CLIM

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

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

XLEMeasureCLIM

+40.6%Year to dateJan 1 → Nov 6[…]

+45.0%1 yearTotal return[…]

+16.8%3 years · per year$10,000 became $15,939 · […][…]

+20.7%5 years · per year$10,000 became $25,568 · […][…]

0.08%Expense ratio$8 · $90 a year on $10k · lower is better0.90%

2.47%Trailing 12-mo yield$247 · $143 a year on $10k1.43%

−15.0%Worst dropSmaller is better[…]

23.3%VolatilityLower is calmer[…]

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

2–0XLE wins

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

More Ways to See the Pairs

XLE vs CLIM: Top 5 Holdings

Today

XLE

59.5%in top 5

CLIM

in top 517.5%

XLEStockCLIM

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5WELL4.5%

not top 5AMT3.9%

not top 5SPG3.1%

not top 5PLD3.0%

not top 5PSA3.0%

Held in common0.0%

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

XLE vs CLIM Returns, Every Period

SPDRXLE

+45.0%

past year

CLIMClimate Global

[…]

past year

Returns […]

XLECLIMFaded: behind in that period

0–0Level

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

XLE vs USRT

YTD

SPDRXLE

+40.6%

USRTiShares

+16.2%

+40.6%Year to date+16.2%

−15.0%Worst drop · 1Y−12.4%

23.3%Volatility · 1Y13.9%

2.5%Yield2.7%

$40.5BAssets$4.2B

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%

$40.5BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026