CLIM vs USRT

ACLIM

BUSRT

Measures won0–2USRT wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · USRT $11,898

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 common50.3%CLIM and USRT

CLIM

USRT

Climate Global-Climate Resilient REIT Index ETF · $2MiShares Core U.S. REIT ETF · $4.4B

[…]3 years · per year[…] · $15,762+16.4%

[…]5 years · per year[…] · $11,898+3.5%

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 three, one scale

Shared top holdingsCLIM · USRT

4.4%WELL9.2%

3.1%SPG4.8%

3.0%PLD6.9%

2.9%PSA4.5%

Held in common50.3%

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
3	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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−1.7%	+16.5%	+16.4%	+16.4%	+3.5%	−12.4%	$4.4B
3	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 USRT

CLIM

Climate Global-Climate Resilient REIT Index

[…]

USRT

iShares Core U.S. REIT

$11,898

MeasureCLIMUSRT

Fee0.90%0.08%

Cost on $10k a year$90$8

Yield1.43%2.69%

5 years, per year[…]+3.5%

3 years, per year[…]+16.4%

Worst drop · 1Y[…]−12.4%

Volatility · 1Y[…]13.9%

2–0measures won
USRT first

50.3%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

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

Overlap: CLIM, USRT, XLE

Today

50.3%most shared, CLIM and USRT

CLIMUSRTXLE

CLIM—50.3%0.0%

USRT50.3%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 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

KeptFee

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