CLIM vs IVV
Climate Global - Climate Resilient REIT Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CLIM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.03% | |
| AUM | $2M | $865.2B | |
| Dividend Yield | 1.17% | 1.09% | |
| Holdings | 79 | 508 | |
| YTD Return | +9.74% | +14.50% | |
| 1Y Return | - | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -6.4% | -56.5% | |
| Fund Family | Climate Global ETF | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 11, 2026 | May 15, 2000 |
CLIM vs IVV Performance
Climate Global - Climate Resilient REIT Index ETF (CLIM) is a ETF from Climate Global ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, CLIM is up 9.74% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.4% for CLIM and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CLIM charges 0.90% per year while IVV charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, CLIM currently yields 1.17% against 1.09% for IVV.
Holdings Overlap
CLIM and IVV share 16 holdings out of 568 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLIM or IVV?
CLIM has an expense ratio of 0.90% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
What is the holdings overlap between CLIM and IVV?
CLIM and IVV share 16 common holdings with a 1.8% weight overlap. Combined, they hold 568 unique securities.
Which pays a higher dividend, CLIM or IVV?
CLIM yields 1.17% while IVV yields 1.09%, so CLIM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.