CLIM vs DFAR

ACLIM

BDFAR

Measures won0–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$22,178VGT

Lowest cost0.09%VGT · $9 on $10k

Most income3.38%DFAR · $338 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common55.7%CLIM and DFAR

CLIM

DFAR

Climate Global-Climate Resilient REIT Index ETF · $2MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

[…]3 years · per year[…] · $15,153+14.9%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $22 on $10k · lower wins0.22%

1.45%12-mo yield$145 · $338 on $10k3.38%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins13.7%

0–2DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLIM · DFAR

4.4%WELL7.4%

3.8%AMT5.1%

3.1%SPG5.0%

3.1%PLD6.4%

Held in common55.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.45%	0.0%	new	new	new	new	[…]	$2M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.45%	0.0%	new	new	new	new	[…]	$2M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLIM vs DFAR

CLIM

Climate Global-Climate Resilient REIT Index

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureCLIMDFAR

Fee0.90%0.22%

Cost on $10k a year$90$22

Yield1.45%3.38%

5 years, per year[…][…]

3 years, per year[…]+14.9%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]13.7%

2–0measures won
DFAR first

55.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

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

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

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

Overlap: CLIM, DFAR, VGT

Today

55.7%most shared, CLIM and DFAR

CLIMDFARVGT

CLIM—55.7%0.0%

DFAR55.7%—0.0%

VGT0.0%0.0%—

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

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

CLIM$145 − $90 = $55

VGT$41 − $9 = $32

KeptFee

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