USRT vs CLIM

AUSRT

BCLIM

Measures won2–0USRT wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income2.69%USRT · $269 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common50.4%USRT and CLIM

USRT

CLIM

iShares Core U.S. REIT ETF · $4.2BClimate Global-Climate Resilient REIT Index ETF · $2M

+16.0%3 years · per year$15,602 · […][…]

+3.7%5 years · per year$12,000 · […][…]

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

2.69%12-mo yield$269 · $143 on $10k1.43%

−12.4%Worst dropSmaller wins[…]

13.9%VolatilityLower wins[…]

2–0USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · CLIM

9.3%WELL4.5%

4.8%SPG3.1%

6.8%PLD3.0%

4.6%PSA3.0%

Held in common50.4%

End-of-day Nov 6, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 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

$12,000

CLIM

Climate Global-Climate Resilient REIT Index

[…]

MeasureUSRTCLIM

Fee0.08%0.90%

Cost on $10k a year$8$90

Yield2.69%1.43%

5 years, per year+3.7%[…]

3 years, per year+16.0%[…]

Worst drop · 1Y−12.4%[…]

Volatility · 1Y13.9%[…]

2–0measures won
USRT first

50.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USRT, CLIM, VGT

Today

50.4%most shared, USRT and CLIM

USRTCLIMVGT

USRT—50.4%0.0%

CLIM50.4%—0.0%

VGT0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

CLIM$143 − $90 = $53

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee