Compare · 2 funds side by side · dividends reinvested

CLIM and XLV

CLIMClimate Global×XLVSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,652XLV · best of the two

02 / 03

CLIM and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B1.1

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.45%[…][…][…][…][…][…]$2M1.5

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 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CLIM

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,652

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

CLIMMeasureXLV

[…]Year to dateJan 1 → Nov 4+24.0%

[…]1 yearTotal return+33.5%

[…]3 years · per year$10,000 became […] · $16,102+17.2%

[…]5 years · per year$10,000 became […] · $15,652+9.4%

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

1.45%Trailing 12-mo yield$145 · $134 a year on $10k1.34%

[…]Worst dropSmaller is better−10.5%

[…]VolatilityLower is calmer16.6%

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

1–1Level

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

More Ways to See the Pairs

CLIM vs XLV: Top 5 Holdings

Today

CLIM

17.4%in top 5

XLV

in top 544.9%

CLIMStockXLV

not top 5LLY16.9%

not top 5JNJ9.6%

not top 5ABBV7.6%

not top 5UNH5.4%

not top 5MRK5.3%

4.4%WELLnot top 5

3.8%AMTnot top 5

3.1%SPGnot top 5

3.1%PLDnot top 5

3.0%PSAnot top 5

Held in common0.0%

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

CLIM vs XLV Returns, Every Period

Climate GlobalCLIM

[…]

past year

XLVSPDR

+33.5%

past year

Returns […]

CLIMXLVFaded: behind in that period

0–0Level

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

CLIM vs XLV

YTD

Climate GlobalCLIM

[…]

XLVSPDR

+24.0%

[…]Year to date+24.0%

[…]Worst drop · 1Y−10.5%

[…]Volatility · 1Y16.6%

1.5%Yield1.3%

$1.5MAssets$49.1B

1–0CLIM wins

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

Cost, Income and Risk

Fees: CLIM, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

CLIM0.90%$90

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

Yields: CLIM, XLV

1.45%highest, CLIM

FundTrailing yieldYield$10k

CLIM1.45%$145

XLV1.34%$134

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

Income After Fees on $10,000

$126most kept, XLV

XLV$134 − $8 = $126

CLIM$145 − $90 = $55

KeptFee

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

Overlap: CLIM, XLV

Today

0.0%most shared, CLIM and XLV

CLIMXLV

CLIM—0.0%

XLV0.0%—

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

Return vs Bumpiness: 2 ETFs

+33.5%XLV, at 16.6% volatility

XLVWorst drop−10.5%16.6% vol

CLIMWorst drop[…][…]

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

Paid More vs Made More

YTD

CLIMXLV

[…]Year to date+24.0%

1.5%Yield1.3%

[…]Past year+33.5%

0.90%Fee0.08%

1–1level

End-of-day Nov 4, 2026

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026