Compare · 3 funds side by side · dividends reinvested

CLIM, XLE and XLF

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, XLE and XLF, 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

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.5

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 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

XLE

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

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

CLIMMeasureXLE

[…]Year to dateJan 1 → Nov 6+40.6%

[…]1 yearTotal return+45.0%

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

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

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

1.43%Trailing 12-mo yield$143 · $247 a year on $10k2.47%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer23.3%

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

0–2XLE 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 XLE: Top 5 Holdings

Today

CLIM

17.5%in top 5

XLE

in top 559.5%

CLIMStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.5%

4.5%WELLnot top 5

3.9%AMTnot top 5

3.1%SPGnot top 5

3.0%PLDnot top 5

3.0%PSAnot top 5

Held in common0.0%

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

CLIM vs XLE Returns, Every Period

Climate GlobalCLIM

[…]

past year

XLESPDR

+45.0%

past year

Returns […]

CLIMXLEFaded: behind in that period

0–0Level

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

CLIM vs XLE

YTD

Climate GlobalCLIM

[…]

XLESPDR

+40.6%

[…]Year to date+40.6%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.3%

1.4%Yield2.5%

$1.6MAssets$40.5B

1–0XLE wins

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

Cost, Income and Risk

Fees: CLIM, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

CLIM0.90%$90

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

Yields: CLIM, XLE, XLF

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLF1.44%$144

CLIM1.43%$143

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

CLIM$143 − $90 = $53

KeptFee

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

Overlap: CLIM, XLE, XLF

Today

0.0%most shared, CLIM and XLE

CLIMXLEXLF

CLIM—0.0%0.0%

XLE0.0%—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

+45.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% 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

XLEXLF

+40.6%Year to date+5.7%

2.5%Yield1.4%

+45.0%Past year+10.4%

0.08%Fee0.08%

3–0XLE 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