Compare · 2 funds side by side · dividends reinvested

CLIM and XLRE

CLIMClimate Global×XLRESPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 03

CLIM and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.0

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 3, 2026 · returns include dividends · since: CLIM 2026 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

XLRE

CLIM

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

$10,000 five years ago, dividends reinvested · they hold 42.1% in common

XLREMeasureCLIM

+10.8%Year to dateJan 1 → Nov 3[…]

+10.5%1 yearTotal return[…]

+14.4%3 years · per year$10,000 became $14,961 · […][…]

+1.5%5 years · per year$10,000 became $10,775 · […][…]

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

3.30%Trailing 12-mo yield$330 · $145 a year on $10k1.45%

−11.1%Worst dropSmaller is better[…]

14.2%VolatilityLower is calmer[…]

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

2–0XLRE wins

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

More Ways to See the Pairs

XLRE vs CLIM: Top 5 Holdings

Today

XLRE

37.0%in top 5

CLIM

in top 517.3%

XLREStockCLIM

11.3%WELL4.4%

8.2%PLD3.1%

6.9%EQIXnot top 5

5.8%AMT3.8%

4.9%PSA2.9%

not top 5SPG3.1%

Held in common42.1%

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

XLRE vs CLIM Returns, Every Period

SPDRXLRE

+10.5%

past year

CLIMClimate Global

[…]

past year

Returns […]

XLRECLIMFaded: behind in that period

0–0Level

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

XLRE vs CLIM

YTD

SPDRXLRE

+10.8%

CLIMClimate Global

[…]

+10.8%Year to date[…]

−11.1%Worst drop · 1Y[…]

14.2%Volatility · 1Y[…]

3.3%Yield1.4%

$8.3BAssets$1.5M

1–0XLRE wins

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

Cost, Income and Risk

Fees: CLIM, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

CLIM0.90%$90

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

Yields: CLIM, XLRE

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

CLIM1.45%$145

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

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

CLIM$145 − $90 = $55

KeptFee

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

Overlap: CLIM, XLRE

Today

42.1%most shared, CLIM and XLRE

CLIMXLRE

CLIM—42.1%

XLRE42.1%—

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

Return vs Bumpiness: 2 ETFs

+10.5%XLRE, at 14.2% volatility

XLREWorst drop−11.1%14.2% vol

CLIMWorst drop[…][…]

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

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026