CLIM vs RWR

ACLIM

BRWR

Measures won0–2RWR wins · of 6 · 5Y

$10,000 · 5Y$11,973RWR

Lowest cost0.25%RWR · $25 on $10k

Most income3.34%RWR · $334 on $10k

Smallest drop−12.8%RWR · worst fall in 1Y

Held in common48.8%CLIM and RWR

CLIM

RWR

Climate Global-Climate Resilient REIT Index ETF · $2MState Street SPDR Dow Jones REIT ETF · $1.8B

[…]3 years · per year[…] · $16,229+17.5%

[…]5 years · per year[…] · $11,973+3.7%

0.90%Expense ratio$90 · $25 on $10k · lower wins0.25%

1.43%12-mo yield$143 · $334 on $10k3.34%

[…]Worst dropSmaller wins−12.8%

[…]VolatilityLower wins14.2%

0–2RWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLIM · RWR

4.4%WELL10.3%

3.1%SPG4.9%

3.0%PLD9.4%

2.9%PSA5.1%

Held in common48.8%

End-of-day Nov 5, 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	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.43%	−1.4%	new	new	new	new	[…]	$2M

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

Both

5Y2 funds

#			Trend
1	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B
2	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.43%	−1.4%	new	new	new	new	[…]	$2M

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

Cards for this view

CLIM vs RWR

CLIM

Climate Global-Climate Resilient REIT Index

[…]

RWR

SPDR Dow Jones REIT

$11,973

MeasureCLIMRWR

Fee0.90%0.25%

Cost on $10k a year$90$25

Yield1.43%3.34%

5 years, per year[…]+3.7%

3 years, per year[…]+17.5%

Worst drop · 1Y[…]−12.8%

Volatility · 1Y[…]14.2%

2–0measures won
RWR first

48.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CLIM, RWR

Today

48.8%most shared, CLIM and RWR

CLIMRWR

CLIM—48.8%

RWR48.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee