CLIM vs PSR

ACLIM

BPSR

Measures won0–2PSR wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF · PSR $10,822

Lowest cost0.08%XLF · $8 on $10k

Most income2.60%PSR · $260 on $10k

Smallest drop−11.2%PSR · worst fall in 1Y

Held in common39.5%CLIM and PSR

CLIM

PSR

Climate Global-Climate Resilient REIT Index ETF · $2MInvesco Active U.S. Real Estate ETF · $59M

[…]3 years · per year[…] · $14,261+12.6%

[…]5 years · per year[…] · $10,821+1.6%

0.90%Expense ratio$90 · $35 on $10k · lower wins0.35%

1.42%12-mo yield$142 · $260 on $10k2.60%

[…]Worst dropSmaller wins−11.2%

[…]VolatilityLower wins14.4%

0–2PSR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLIM · PSR

4.5%WELL10.7%

3.8%AMT6.9%

3.2%SPG3.3%

3.0%PLD8.3%

Held in common39.5%

End-of-day Nov 9, 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%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk	0.35%	2.60%	+1.5%	+18.2%	+18.3%	+12.6%	+1.6%	−11.2%	$59M
3	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.42%	+1.3%	new	new	new	new	[…]	$2M

End-of-day Nov 9, 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%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	BPSR	Invesco Active U.S. Real Estate ETFRead Desk	0.35%	2.60%	+1.5%	+18.2%	+18.3%	+12.6%	+1.6%	−11.2%	$59M
3	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.42%	+1.3%	new	new	new	new	[…]	$2M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLIM vs PSR

CLIM

Climate Global-Climate Resilient REIT Index

[…]

PSR

Invesco Active U.S. Real Estate

$10,821

MeasureCLIMPSR

Fee0.90%0.35%

Cost on $10k a year$90$35

Yield1.42%2.60%

5 years, per year[…]+1.6%

3 years, per year[…]+12.6%

Worst drop · 1Y[…]−11.2%

Volatility · 1Y[…]14.4%

2–0measures won
PSR first

39.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CLIM, PSR, XLF

Today

39.5%most shared, CLIM and PSR

CLIMPSRXLF

CLIM—39.5%0.0%

PSR39.5%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$225most kept, PSR

PSR$260 − $35 = $225

XLF$142 − $8 = $134

CLIM$142 − $90 = $52

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee