Compare · 3 funds side by side · dividends reinvested

USRT, CLIM and VGT

USRTiShares×CLIMClimate Global×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

USRT, CLIM and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.3

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.9

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: USRT 2007 · CLIM 2026 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.2B$12,000

USRT

CLIM

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

$10,000 five years ago, dividends reinvested · they hold 50.4% in common

USRTMeasureCLIM

+16.2%Year to dateJan 1 → Nov 6[…]

+16.0%1 yearTotal return[…]

+16.0%3 years · per year$10,000 became $15,602 · […][…]

+3.7%5 years · per year$10,000 became $12,000 · […][…]

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

2.69%Trailing 12-mo yield$269 · $143 a year on $10k1.43%

−12.4%Worst dropSmaller is better[…]

13.9%VolatilityLower is calmer[…]

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

2–0USRT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USRT vs CLIM: Top 5 Holdings

Today

USRT

31.4%in top 5

CLIM

in top 517.5%

USRTStockCLIM

9.3%WELL4.5%

6.8%PLD3.0%

5.9%EQIXnot top 5

4.8%SPG3.1%

4.6%PSA3.0%

not top 5AMT3.9%

Held in common50.4%

End-of-day Nov 6, 2026 · share of each fund

USRT vs CLIM Returns, Every Period

iSharesUSRT

+16.0%

past year

CLIMClimate Global

[…]

past year

Returns […]

USRTCLIMFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USRT vs CLIM

YTD

iSharesUSRT

+16.2%

CLIMClimate Global

[…]

+16.2%Year to date[…]

−12.4%Worst drop · 1Y[…]

13.9%Volatility · 1Y[…]

2.7%Yield1.4%

$4.2BAssets$1.6M

1–0USRT wins

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

Cost, Income and Risk

Fees: USRT, CLIM, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

CLIM0.90%$90

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

Yields: USRT, CLIM, VGT

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

CLIM1.43%$143

VGT0.44%$44

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

CLIM$143 − $90 = $53

VGT$44 − $9 = $35

KeptFee

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

Overlap: USRT, CLIM, VGT

Today

50.4%most shared, USRT and CLIM

USRTCLIMVGT

USRT—50.4%0.0%

CLIM50.4%—0.0%

VGT0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.0%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

VGTWorst drop−17.5%26.5% vol

CLIMWorst drop[…][…]

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

Paid More vs Made More

YTD

USRTVGT

+16.2%Year to date+15.6%

2.7%Yield0.4%

+16.0%Past year+12.1%

0.08%Fee0.09%

4–0USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026