CLIM vs USRT

ACLIM

BUSRT

Measures won0–2USRT wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · XLV $15,068

Lowest cost0.08%USRT · $8 on $10k

Most income2.72%USRT · $272 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common50.2%CLIM and USRT

CLIM

USRT

Climate Global-Climate Resilient REIT Index ETF · $2MiShares Core U.S. REIT ETF · $4.3B

[…]3 years · per year[…] · $15,948+16.8%

[…]5 years · per year[…] · $11,871+3.5%

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

1.45%12-mo yield$145 · $272 on $10k2.72%

[…]Worst dropSmaller wins−12.4%

[…]VolatilityLower wins13.6%

0–2USRT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCLIM · USRT

4.4%WELL9.0%

3.1%SPG4.7%

3.1%PLD6.9%

2.9%PSA4.5%

Held in common50.2%

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

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
4	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

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
4	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 USRT

CLIM

Climate Global-Climate Resilient REIT Index

[…]

USRT

iShares Core U.S. REIT

$11,871

MeasureCLIMUSRT

Fee0.90%0.08%

Cost on $10k a year$90$8

Yield1.45%2.72%

5 years, per year[…]+3.5%

3 years, per year[…]+16.8%

Worst drop · 1Y[…]−12.4%

Volatility · 1Y[…]13.6%

2–0measures won
USRT first

50.2%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

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, USRT, XLV, XLE

Today

50.2%most shared, CLIM and USRT

CLIMUSRTXLVXLE

CLIM—50.2%0.0%0.0%

USRT50.2%—0.0%0.0%

XLV0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

XLE$228 − $8 = $220

XLV$139 − $8 = $131

CLIM$145 − $90 = $55

KeptFee

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