CLIM vs DFAR

ACLIM

BDFAR

Measures won0–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,163XLV

Lowest cost0.08%XLV · $8 on $10k

Most income3.33%DFAR · $333 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common55.9%CLIM and DFAR

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

[…]3 years · per year[…] · $14,540+13.3%

[…]5 years · per year[…]

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

1.43%12-mo yield$143 · $333 on $10k3.33%

Cards for this view

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%3.33%

5 years, per year[…][…]

3 years, per year[…]+13.3%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]14.0%

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.36%	−0.6%	+22.8%	+26.7%	+15.4%	+8.7%	−10.5%	$50.5B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	0.0%	new	new	new	new	[…]	$2M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.6B

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.36%	−0.6%	+22.8%	+26.7%	+15.4%	+8.7%	−10.5%	$50.5B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	0.0%	new	new	new	new	[…]	$2M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.6B

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