CLIM vs DFAR

ACLIM

BDFAR

Measures won0–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF

Lowest cost0.08%XLF · $8 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common55.9%CLIM and DFAR

CLIM

DFAR

Climate Global-Climate Resilient REIT Index ETF · $2MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

[…]3 years · per year[…] · $14,831+14.0%

[…]5 years · per year[…]

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

1.43%12-mo yield$143 · $335 on $10k3.35%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins14.1%

0–2DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLIM · DFAR

4.5%WELL7.6%

3.9%AMT5.1%

3.1%SPG5.0%

3.0%PLD6.3%

Held in common55.9%

End-of-day Nov 6, 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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 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

Yield1.43%3.35%

5 years, per year[…][…]

3 years, per year[…]+14.0%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]14.1%

2–0measures won
DFAR first

55.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CLIM, DFAR, XLF

Today

55.9%most shared, CLIM and DFAR

CLIMDFARXLF

CLIM—55.9%0.0%

DFAR55.9%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

XLF$144 − $8 = $136

CLIM$143 − $90 = $53

KeptFee

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