Compare · 3 funds side by side · dividends reinvested

USRT, CLIM and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,861XLF · best of the three

Story of the three · IncomeMost incomeUSRT · 2.67% · $267 a year on $10k

Story of the three · RiskSmallest drop

USRT, CLIM and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.67%+17.1%+14.8%+15.3%+3.7%−12.4%13.9%$4.3B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B1.8

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 12, 2026 · returns include dividends · since: USRT 2007 · CLIM 2026 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CLIM

USRT

iShares Core U.S. REIT ETF · $4.3B$11,978

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

CLIM

More Ways to See the Pairs

CLIM vs USRT: Top 5 Holdings

Today

CLIM

17.6%in top 5

USRT

in top 531.8%

CLIMStockUSRT

4.5%WELL9.3%

3.1%PLD7.0%

not top 5EQIX6.4%

3.3%SPG4.6%

not top 5DLR

Cost, Income and Risk

Fees: USRT, CLIM, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

CLIM0.90%$90

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: USRT, CLIM, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

USRT

[…]Year to dateJan 1 → Nov 12+17.1%

[…]1 yearTotal return+14.8%

[…]3 years · per year$10,000 became […] · $15,313+15.3%

[…]5 years · per year$10,000 became […] · $11,978+3.7%

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

1.43%Trailing 12-mo yield$143 · $267 a year on $10k2.67%

[…]Worst dropSmaller is better−12.4%

[…]VolatilityLower is calmer13.9%

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

0–2USRT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

3.8%AMTnot top 5

3.0%Onot top 5

Held in common50.4%

End-of-day Nov 12, 2026 · share of each fund

CLIM vs USRT Returns, Every Period

1Y

Climate GlobalCLIM

[…]

past year

USRTiShares

+14.8%

past year

Returns […]

CLIMUSRTFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CLIM vs USRT

YTD

Climate GlobalCLIM

[…]

USRTiShares

+17.1%

[…]Year to date+17.1%

[…]Worst drop · 1Y−12.4%

[…]Volatility · 1Y13.9%

1.4%Yield2.7%

$1.6MAssets$4.3B

1–0USRT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.67%highest, USRT

FundTrailing yieldYield$10k

USRT2.67%$267

CLIM1.43%$143

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$259most kept, USRT

USRT$267 − $8 = $259

XLF$142 − $8 = $134

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USRT, CLIM, XLF

Today

50.4%most shared, USRT and CLIM

USRTCLIMXLF

USRT—50.4%0.0%

CLIM50.4%—0.0%

XLF0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.8%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

XLFWorst drop−14.8%15.3% vol

CLIMWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

USRTXLF

+17.1%Year to date+7.6%

2.7%Yield1.4%

+14.8%Past year+11.1%

0.08%Fee0.08%

3–0USRT wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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USRT, CLIM and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three