CLIM vs USRT

ACLIM

BUSRT

Measures won0–2USRT wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VGT $20,649

Lowest cost0.08%USRT · $8 on $10k

Most income2.69%USRT · $269 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common50.4%CLIM and USRT

CLIM

USRT

Climate Global-Climate Resilient REIT Index ETF · $2MiShares Core U.S. REIT ETF · $4.2B

[…]3 years · per year[…] · $15,602+16.0%

[…]5 years · per year[…] · $12,000+3.7%

0.90%Expense ratio$90 · $8 on $10k · lower wins0.08%

1.43%12-mo yield$143 · $269 on $10k2.69%

[…]Worst dropSmaller wins−12.4%

[…]VolatilityLower wins13.9%

0–2USRT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLIM · USRT

4.5%WELL9.3%

3.1%SPG4.8%

3.0%PLD6.8%

3.0%PSA4.6%

Held in common50.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
4	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
4	ACLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CLIM vs USRT

CLIM

Climate Global-Climate Resilient REIT Index

[…]

USRT

iShares Core U.S. REIT

$12,000

MeasureCLIMUSRT

Fee0.90%0.08%

Cost on $10k a year$90$8

Yield1.43%2.69%

5 years, per year[…]+3.7%

3 years, per year[…]+16.0%

Worst drop · 1Y[…]−12.4%

Volatility · 1Y[…]13.9%

2–0measures won
USRT first

50.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CLIM, USRT, VGT, XLE

Today

50.4%most shared, CLIM and USRT

CLIMUSRTVGTXLE

CLIM—50.4%0.0%0.0%

USRT50.4%—0.0%0.0%

VGT0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLE$247 − $8 = $239

CLIM$143 − $90 = $53

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee