CLIM vs REET

ACLIM

BREET

Measures won0–2REET wins · of 6 · 5Y

$10,000 · 5Y$11,038REET

Lowest cost0.14%REET · $14 on $10k

Most income3.39%REET · $339 on $10k

Smallest drop−11.3%REET · worst fall in 1Y

Held in common38.6%CLIM and REET

CLIM

REET

Climate Global-Climate Resilient REIT Index ETF · $2MiShares Global REIT ETF · $4.8B

[…]3 years · per year[…] · $15,230+15.1%

[…]5 years · per year[…] · $11,038+2.0%

0.90%Expense ratio$90 · $14 on $10k · lower wins0.14%

1.45%12-mo yield$145 · $339 on $10k3.39%

[…]Worst dropSmaller wins−11.3%

[…]VolatilityLower wins12.5%

0–2REET wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLIM · REET

4.4%WELL9.7%

3.1%SPG4.0%

3.1%PLD6.8%

3.0%PSA3.1%

Held in common38.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.8B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.45%	0.0%	new	new	new	new	[…]	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.39%	+2.7%	+12.2%	+12.6%	+15.1%	+2.0%	−11.3%	$4.8B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.45%	0.0%	new	new	new	new	[…]	$2M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLIM vs REET

CLIM

Climate Global-Climate Resilient REIT Index

[…]

REET

iShares Global REIT

$11,038

MeasureCLIMREET

Fee0.90%0.14%

Cost on $10k a year$90$14

Yield1.45%3.39%

5 years, per year[…]+2.0%

3 years, per year[…]+15.1%

Worst drop · 1Y[…]−11.3%

Volatility · 1Y[…]12.5%

2–0measures won
REET first

38.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CLIM, REET

Today

38.6%most shared, CLIM and REET

CLIMREET

CLIM—38.6%

REET38.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

CLIM$145 − $90 = $55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee