Compare DFAR and CLIM

DFAR and CLIM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.8B1.0

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: DFAR 1993 · CLIM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CLIM

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8B[…]

$10,000 five years ago, dividends reinvested · they hold 55.8% in common

CLIMMeasureDFAR

[…]Year to dateJan 1 → Nov 5+15.8%

[…]1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $14,980+14.4%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $22 a year on $10k · lower is better0.22%

1.43%Trailing 12-mo yield$143 · $334 a year on $10k3.34%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer14.1%

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

0–2DFAR wins

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

More Ways to See the Pairs

CLIM vs DFAR: Top 5 Holdings

Today

CLIM

17.4%in top 5

DFAR

in top 529.1%

CLIMStockDFAR

4.4%WELL7.5%

3.0%PLD6.3%

not top 5EQIX5.3%

3.8%AMT5.0%

3.1%SPG5.0%

3.0%CCInot top 5

Held in common55.8%

End-of-day Nov 5, 2026 · share of each fund

CLIM vs DFAR Returns, Every Period

1Y

Climate GlobalCLIM

[…]

past year

DFARDimensional

+15.6%

past year

Returns […]

CLIMDFARFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CLIM vs DFAR

YTD

Climate GlobalCLIM

[…]

DFARDimensional

+15.8%

[…]Year to date+15.8%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y14.1%

1.4%Yield3.3%

$1.5MAssets$8.8B

1–0DFAR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, CLIM

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

CLIM0.90%$90

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAR, CLIM

1Y

3.34%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.34%$334

CLIM1.43%$143

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$312most kept, DFAR

DFAR$334 − $22 = $312

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAR, CLIM

Today

55.8%most shared, DFAR and CLIM

DFARCLIM

DFAR—55.8%

CLIM55.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.6%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

CLIMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026