CLIM vs SCHH

ACLIM

BSCHH

Measures won0–2SCHH wins · of 6 · 5Y

$10,000 · 5Y$10,980SCHH

Lowest cost0.07%SCHH · $7 on $10k

Most income2.91%SCHH · $291 on $10k

Smallest drop−11.9%SCHH · worst fall in 1Y

Held in common53.3%CLIM and SCHH

CLIM

SCHH

Climate Global-Climate Resilient REIT Index ETF · $2MSchwab U.S. REIT ETF · $11.1B

[…]3 years · per year[…] · $15,235+15.1%

[…]5 years · per year[…] · $10,980+1.9%

0.90%Expense ratio$90 · $7 on $10k · lower wins0.07%

1.45%12-mo yield$145 · $291 on $10k2.91%

[…]Worst dropSmaller wins−11.9%

[…]VolatilityLower wins13.9%

0–2SCHH wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLIM · SCHH

4.4%WELL10.1%

3.8%AMT4.9%

3.1%SPG4.8%

3.1%PLD8.4%

Held in common53.3%

End-of-day Nov 3, 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	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.91%	0.0%	+13.8%	+13.9%	+15.1%	+1.9%	−11.9%	$11.1B
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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.91%	0.0%	+13.8%	+13.9%	+15.1%	+1.9%	−11.9%	$11.1B
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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLIM vs SCHH

CLIM

Climate Global-Climate Resilient REIT Index

[…]

SCHH

Schwab U.S. REIT

$10,980

MeasureCLIMSCHH

Fee0.90%0.07%

Cost on $10k a year$90$7

Yield1.45%2.91%

5 years, per year[…]+1.9%

3 years, per year[…]+15.1%

Worst drop · 1Y[…]−11.9%

Volatility · 1Y[…]13.9%

2–0measures won
SCHH first

53.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CLIM, SCHH

Today

53.3%most shared, CLIM and SCHH

CLIMSCHH

CLIM—53.3%

SCHH53.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$284most kept, SCHH

SCHH$291 − $7 = $284

CLIM$145 − $90 = $55

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee