Compare · 3 funds side by side · dividends reinvested

CLIM, XLF and XLV

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, XLF and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.4

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$49.9B1.6

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$2M2.5

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 · XLF 1998 · XLV 1998

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 · $54.5B$15,474

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

CLIMMeasureXLF

[…]Year to dateJan 1 → Nov 6+5.7%

[…]1 yearTotal return+10.4%

[…]3 years · per year$10,000 became […] · $18,391+22.5%

[…]5 years · per year$10,000 became […] · $15,474+9.1%

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

1.43%Trailing 12-mo yield$143 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer15.3%

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

0–2XLF 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 XLF: Top 5 Holdings

Today

CLIM

17.5%in top 5

XLF

in top 543.7%

CLIMStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

4.5%WELLnot top 5

not top 5BAC4.0%

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 XLF Returns, Every Period

Climate GlobalCLIM

[…]

past year

XLFSPDR

+10.4%

past year

Returns […]

CLIMXLFFaded: behind in that period

0–0Level

End-of-day Nov 6, 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 · 1Y15.3%

1.4%Yield1.4%

$1.6MAssets$54.5B

0–0level

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

Cost, Income and Risk

Fees: CLIM, XLF, XLV

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLV0.08%$8

CLIM0.90%$90

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

Yields: CLIM, XLF, XLV

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

CLIM1.43%$143

XLV1.38%$138

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

XLV$138 − $8 = $130

CLIM$143 − $90 = $53

KeptFee

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

Overlap: CLIM, XLF, XLV

Today

0.0%most shared, CLIM and XLF

CLIMXLFXLV

CLIM—0.0%0.0%

XLF0.0%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.0%XLV, at 16.8% volatility

XLFWorst drop−14.8%15.3% vol

XLVWorst drop−10.5%16.8% vol

CLIMWorst drop[…][…]

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

Paid More vs Made More

YTD

XLFXLV

+5.7%Year to date+20.9%

1.4%Yield1.4%

+10.4%Past year+29.0%

0.08%Fee0.08%

2–0XLV 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026