CLIM vs XLE

ACLIM

BXLE

Measures won0–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.0%CLIM and XLE

CLIM

XLE

Climate Global-Climate Resilient REIT Index ETF · $2MState Street Energy Select Sector SPDR ETF · $44.1B

[…]3 years · per year[…] · $15,905+16.7%

[…]5 years · per year[…] · $25,404+20.5%

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

1.43%12-mo yield$143 · $247 on $10k2.47%

[…]Worst dropSmaller wins−15.0%

[…]VolatilityLower wins23.3%

0–2XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCLIM · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BXLE	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	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	BXLE	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	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 XLE

CLIM

Climate Global-Climate Resilient REIT Index

[…]

XLE

Energy Select Sector SPDR

$25,404

MeasureCLIMXLE

Fee0.90%0.08%

Cost on $10k a year$90$8

Yield1.43%2.47%

5 years, per year[…]+20.5%

3 years, per year[…]+16.7%

Worst drop · 1Y[…]−15.0%

Volatility · 1Y[…]23.3%

2–0measures won
XLE first

0.0%

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, XLE

Today

0.0%most shared, CLIM and XLE

CLIMXLE

CLIM—0.0%

XLE0.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

CLIM$143 − $90 = $53

KeptFee

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