USRT vs CLIM

AUSRT

BCLIM

Measures won2–0USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT

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%USRT and CLIM

USRT

CLIM

iShares Core U.S. REIT ETF · $4.4BClimate Global-Climate Resilient REIT Index ETF · $2M

+17.7%3 years · per year$16,301 · […][…]

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

0.08%Expense ratio$8 · $90 on $10k · lower wins0.90%

2.64%12-mo yield$264 · $145 on $10k1.45%

−12.4%Worst dropSmaller wins[…]

13.8%VolatilityLower wins[…]

2–0USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · CLIM

9.2%WELL4.4%

4.8%SPG3.1%

6.9%PLD3.1%

4.5%PSA3.0%

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

Both

5Y2 funds

#			Trend
1	AUSRT	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
2	BCLIM	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

Both

5Y2 funds

#			Trend
1	AUSRT	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
2	BCLIM	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

USRT vs CLIM

USRT

iShares Core U.S. REIT

$12,294

CLIM

Climate Global-Climate Resilient REIT Index

[…]

MeasureUSRTCLIM

Fee0.08%0.90%

Cost on $10k a year$8$90

Yield2.64%1.45%

5 years, per year+4.2%[…]

3 years, per year+17.7%[…]

Worst drop · 1Y−12.4%[…]

Volatility · 1Y13.8%[…]

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: USRT, CLIM

Today

50.3%most shared, USRT and CLIM

USRTCLIM

USRT—50.3%

CLIM50.3%—

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

CLIM$145 − $90 = $55

KeptFee

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