Compare · 3 funds side by side · dividends reinvested

CLIM, XLF and VGT

CLIMClimate Global×XLFSPDR×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,178VGT · best of the three

02 / 04

CLIM, XLF and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.6

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+22.8%+16.8%+32.7%+17.3%−15.8%25.5%$155B1.6

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

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CLIM 2026 · XLF 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

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

CLIMMeasureXLF

[…]Year to dateJan 1 → Nov 3+5.7%

[…]1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $19,057+24.0%

[…]5 years · per year$10,000 became […] · $15,353+9.0%

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

1.45%Trailing 12-mo yield$145 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer14.6%

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

1–1Level

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

More Ways to See the Pairs

CLIM vs XLF: Top 5 Holdings

Today

CLIM

17.3%in top 5

XLF

in top 543.3%

CLIMStockXLF

not top 5BRK-B12.6%

not top 5JPM11.4%

not top 5V8.7%

not top 5MA6.4%

4.4%WELLnot top 5

not top 5BAC4.1%

3.8%AMTnot top 5

3.1%SPGnot top 5

3.1%PLDnot top 5

2.9%PSAnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

CLIM vs XLF Returns, Every Period

Climate GlobalCLIM

[…]

past year

XLFSPDR

+10.9%

past year

Returns […]

CLIMXLFFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CLIM vs XLF

YTD

Climate GlobalCLIM

[…]

XLFSPDR

+5.7%

[…]Year to date+5.7%

[…]Worst drop · 1Y−14.8%

[…]Volatility · 1Y14.6%

1.4%Yield1.4%

$1.5MAssets$54.2B

0–0level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, XLF, VGT

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VGT0.09%$9

CLIM0.90%$90

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CLIM, XLF, VGT

1.45%highest, CLIM

FundTrailing yieldYield$10k

CLIM1.45%$145

XLF1.44%$144

VGT0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

CLIM$145 − $90 = $55

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CLIM, XLF, VGT

Today

0.0%most shared, CLIM and XLF

CLIMXLFVGT

CLIM—0.0%0.0%

XLF0.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.8%VGT, at 25.5% volatility

XLFWorst drop−14.8%14.6% vol

VGTWorst drop−15.8%25.5% vol

CLIMWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CLIMVGT

[…]Year to date+22.8%

1.4%Yield0.4%

[…]Past year+16.8%

0.90%Fee0.09%

1–1level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026