Compare · 3 funds side by side · dividends reinvested

CLIM, USRT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

CLIM, USRT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.6

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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

USRT

iShares Core U.S. REIT ETF · $4.3B$12,000

$10,000 five years ago, dividends reinvested · they hold 50.4% in common

CLIMMeasureUSRT

[…]Year to dateJan 1 → Nov 6+16.2%

[…]1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $15,602+16.0%

[…]5 years · per year$10,000 became […] · $12,000+3.7%

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

1.43%Trailing 12-mo yield$143 · $269 a year on $10k2.69%

[…]Worst dropSmaller is better−12.4%

[…]VolatilityLower is calmer13.9%

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

0–2USRT wins

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

More Ways to See the Pairs

CLIM vs USRT: Top 5 Holdings

Today

CLIM

17.5%in top 5

USRT

in top 531.4%

CLIMStockUSRT

4.5%WELL9.3%

3.0%PLD6.8%

not top 5EQIX5.9%

3.1%SPG4.8%

3.0%PSA4.6%

3.9%AMTnot top 5

Held in common50.4%

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

CLIM vs USRT Returns, Every Period

Climate GlobalCLIM

[…]

past year

USRTiShares

+16.0%

past year

Returns […]

CLIMUSRTFaded: behind in that period

0–0Level

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

CLIM vs USRT

YTD

Climate GlobalCLIM

[…]

USRTiShares

+16.2%

[…]Year to date+16.2%

[…]Worst drop · 1Y−12.4%

[…]Volatility · 1Y13.9%

1.4%Yield2.7%

$1.6MAssets$4.3B

1–0USRT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, USRT, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

CLIM0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CLIM, USRT, XLF

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

XLF1.44%$144

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

XLF$144 − $8 = $136

CLIM$143 − $90 = $53

KeptFee

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

Overlap: CLIM, USRT, XLF

Today

50.4%most shared, CLIM and USRT

CLIMUSRTXLF

CLIM—50.4%0.0%

USRT50.4%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.0%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

XLFWorst drop−14.8%15.3% vol

CLIMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USRTXLF

+16.2%Year to date+5.7%

2.7%Yield1.4%

+16.0%Past year+10.4%

0.08%Fee0.08%

3–0USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026