Compare · 4 funds side by side · dividends reinvested

CLIM, USRT, XLV and XLE

CLIMClimate Global×USRTiShares×XLVSPDR×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,379XLE · best of the four

02 / 04

CLIM, USRT, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.6

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B2.0

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B2.1

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.45%[…][…][…][…][…][…]$2M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CLIM 2026 · USRT 2007 · XLV 1998 · XLE 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 · $4.4B$12,294

$10,000 five years ago, dividends reinvested · they hold 50.3% in common

CLIMMeasureUSRT

[…]Year to dateJan 1 → Nov 4+18.5%

[…]1 yearTotal return+18.4%

[…]3 years · per year$10,000 became […] · $16,301+17.7%

[…]5 years · per year$10,000 became […] · $12,294+4.2%

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

1.45%Trailing 12-mo yield$145 · $264 a year on $10k2.64%

[…]Worst dropSmaller is better−12.4%

[…]VolatilityLower is calmer13.8%

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

0–2USRT wins

End-of-day Nov 4, 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

17.4%in top 5

USRT

in top 531.4%

CLIMStockUSRT

4.4%WELL9.2%

3.1%PLD6.9%

not top 5EQIX6.0%

3.1%SPG4.8%

3.0%PSA4.5%

3.8%AMTnot top 5

Held in common50.3%

End-of-day Nov 4, 2026 · share of each fund

CLIM vs USRT Returns, Every Period

Climate GlobalCLIM

[…]

past year

USRTiShares

+18.4%

past year

Returns […]

CLIMUSRTFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CLIM vs USRT

YTD

Climate GlobalCLIM

[…]

USRTiShares

+18.5%

[…]Year to date+18.5%

[…]Worst drop · 1Y−12.4%

[…]Volatility · 1Y13.8%

1.5%Yield2.6%

$1.5MAssets$4.4B

1–0USRT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, USRT, XLV, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLV0.08%$8

XLE0.08%$8

CLIM0.90%$90

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CLIM, USRT, XLV, XLE

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

XLE2.40%$240

CLIM1.45%$145

XLV1.34%$134

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

XLE$240 − $8 = $232

XLV$134 − $8 = $126

CLIM$145 − $90 = $55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CLIM, USRT, XLV, XLE

Today

50.3%most shared, CLIM and USRT

CLIMUSRTXLVXLE

CLIM—50.3%0.0%0.0%

USRT50.3%—0.0%0.0%

XLV0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.2%XLE, at 23.2% volatility

USRTWorst drop−12.4%13.8% vol

XLVWorst drop−10.5%16.6% vol

XLEWorst drop−15.0%23.2% vol

CLIMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USRTXLE

+18.5%Year to date+44.9%

2.6%Yield2.4%

+18.4%Past year+48.2%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026