XLRE vs CLIM

AXLRE

BCLIM

Measures won2–0XLRE wins · of 6 · 5Y

$10,000 · 5Y$10,775XLRE

Lowest cost0.08%XLRE · $8 on $10k

Most income3.30%XLRE · $330 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common42.1%XLRE and CLIM

XLRE

CLIM

State Street Real Estate Select Sector SPDR ETF · $8.3BClimate Global-Climate Resilient REIT Index ETF · $2M

+14.4%3 years · per year$14,961 · […][…]

+1.5%5 years · per year$10,775 · […][…]

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

3.30%12-mo yield$330 · $145 on $10k1.45%

−11.1%Worst dropSmaller wins[…]

14.2%VolatilityLower wins[…]

2–0XLRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · CLIM

11.3%WELL4.4%

5.8%AMT3.8%

4.8%SPG3.1%

8.2%PLD3.1%

Held in common42.1%

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

Both

5Y2 funds

#			Trend
1	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B
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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.30%	+0.1%	+10.8%	+10.5%	+14.4%	+1.5%	−11.1%	$8.3B
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 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLRE vs CLIM

XLRE

Real Estate Select Sector SPDR

$10,775

CLIM

Climate Global-Climate Resilient REIT Index

[…]

MeasureXLRECLIM

Fee0.08%0.90%

Cost on $10k a year$8$90

Yield3.30%1.45%

5 years, per year+1.5%[…]

3 years, per year+14.4%[…]

Worst drop · 1Y−11.1%[…]

Volatility · 1Y14.2%[…]

2–0measures won
XLRE first

42.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLRE, CLIM

Today

42.1%most shared, XLRE and CLIM

XLRECLIM

XLRE—42.1%

CLIM42.1%—

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

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

CLIM$145 − $90 = $55

KeptFee

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