CLIM vs VNQ

ACLIM

BVNQ

Measures won0–2VNQ wins · of 6 · 5Y

$10,000 · 5Y$10,599VNQ

Lowest cost0.13%VNQ · $13 on $10k

Most income3.54%VNQ · $354 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common49.1%CLIM and VNQ

CLIM

VNQ

Climate Global-Climate Resilient REIT Index ETF · $2MVanguard Real Estate ETF · $35.9B

[…]3 years · per year[…] · $14,843+14.1%

[…]5 years · per year[…] · $10,599+1.2%

0.90%Expense ratio$90 · $13 on $10k · lower wins0.13%

1.43%12-mo yield$143 · $354 on $10k3.54%

[…]Worst dropSmaller wins−11.4%

[…]VolatilityLower wins14.2%

0–2VNQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLIM · VNQ

4.4%WELL10.7%

3.8%AMT5.1%

3.1%SPG4.3%

3.0%PLD8.0%

Held in common49.1%

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

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.54%	−1.8%	+11.8%	+12.0%	+14.1%	+1.2%	−11.4%	$35.9B
2	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

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.54%	−1.8%	+11.8%	+12.0%	+14.1%	+1.2%	−11.4%	$35.9B
2	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 VNQ

CLIM

Climate Global-Climate Resilient REIT Index

[…]

VNQ

Vanguard Real Estate

$10,599

MeasureCLIMVNQ

Fee0.90%0.13%

Cost on $10k a year$90$13

Yield1.43%3.54%

5 years, per year[…]+1.2%

3 years, per year[…]+14.1%

Worst drop · 1Y[…]−11.4%

Volatility · 1Y[…]14.2%

2–0measures won
VNQ first

49.1%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.4B

1–1level

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, VNQ

Today

49.1%most shared, CLIM and VNQ

CLIMVNQ

CLIM—49.1%

VNQ49.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$341most kept, VNQ

VNQ$354 − $13 = $341

CLIM$143 − $90 = $53

KeptFee

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