CLIM vs USRT

ACLIM

BUSRT

Measures won0–2USRT wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · USRT $12,294

Lowest cost0.08%USRT · $8 on $10k

Most income2.64%USRT · $264 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[…] · $16,301+17.7%

[…]5 years · per year[…] · $12,294+4.2%

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

1.45%12-mo yield$145 · $264 on $10k2.64%

[…]Worst dropSmaller wins−12.4%

[…]VolatilityLower wins13.8%

0–2USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCLIM · USRT

4.4%WELL9.2%

3.1%SPG4.8%

3.1%PLD6.9%

3.0%PSA4.5%

Held in common50.3%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
3	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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
3	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 USRT

CLIM

Climate Global-Climate Resilient REIT Index

[…]

USRT

iShares Core U.S. REIT

$12,294

MeasureCLIMUSRT

Fee0.90%0.08%

Cost on $10k a year$90$8

Yield1.45%2.64%

5 years, per year[…]+4.2%

3 years, per year[…]+17.7%

Worst drop · 1Y[…]−12.4%

Volatility · 1Y[…]13.8%

2–0measures won
USRT first

50.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CLIM, USRT, XLF

Today

50.3%most shared, CLIM and USRT

CLIMUSRTXLF

CLIM—50.3%0.0%

USRT50.3%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

XLF$140 − $8 = $132

CLIM$145 − $90 = $55

KeptFee

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