Compare · 2 funds side by side · dividends reinvested

CLIM and USRT

CLIMClimate Global×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,294USRT · best of the two

02 / 03

CLIM and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.4B1.0

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.45%[…][…][…][…][…][…]$2M2.0

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.4B$12,294

USRT

CLIM

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

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

USRTMeasureCLIM

+18.5%Year to dateJan 1 → Nov 4[…]

+18.4%1 yearTotal return[…]

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

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

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

2.64%Trailing 12-mo yield$264 · $145 a year on $10k1.45%

−12.4%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

2–0USRT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs CLIM: Top 5 Holdings

Today

USRT

31.4%in top 5

CLIM

in top 517.4%

USRTStockCLIM

9.2%WELL4.4%

6.9%PLD3.1%

6.0%EQIXnot top 5

4.8%SPG3.1%

4.5%PSA3.0%

not top 5AMT3.8%

Held in common50.3%

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

USRT vs CLIM Returns, Every Period

iSharesUSRT

+18.4%

past year

CLIMClimate Global

[…]

past year

Returns […]

USRTCLIMFaded: behind in that period

0–0Level

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

USRT vs CLIM

YTD

iSharesUSRT

+18.5%

CLIMClimate Global

[…]

+18.5%Year to date[…]

−12.4%Worst drop · 1Y[…]

13.8%Volatility · 1Y[…]

2.6%Yield1.5%

$4.4BAssets$1.5M

1–0USRT wins

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

Cost, Income and Risk

Fees: CLIM, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

CLIM0.90%$90

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

Yields: CLIM, USRT

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

CLIM1.45%$145

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

CLIM$145 − $90 = $55

KeptFee

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

Overlap: CLIM, USRT

Today

50.3%most shared, CLIM and USRT

CLIMUSRT

CLIM—50.3%

USRT50.3%—

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

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

USRTWorst drop−12.4%13.8% vol

CLIMWorst drop[…][…]

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

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026