CLIM vs SCHD
Climate Global - Climate Resilient REIT Index ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CLIM | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.06% | |
| AUM | $2M | $103.7B | |
| Dividend Yield | 1.17% | 3.31% | |
| Holdings | 79 | 104 | |
| YTD Return | +8.34% | +25.33% | |
| 1Y Return | - | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -6.4% | -33.4% | |
| Fund Family | Climate Global ETF | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 11, 2026 | Oct 20, 2011 |
CLIM vs SCHD Performance
Climate Global - Climate Resilient REIT Index ETF (CLIM) is a ETF from Climate Global ETF and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CLIM is up 8.34% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.4% for CLIM and -33.4% for SCHD. 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 SCHD charges 0.06%. On a $10,000 position that is $90 vs $6 annually, a gap of $84 per year that compounds over a long holding period. On income, CLIM currently yields 1.17% against 3.31% for SCHD.
Holdings Overlap
CLIM and SCHD share 0 holdings out of 179 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLIM or SCHD?
CLIM has an expense ratio of 0.90% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
What is the holdings overlap between CLIM and SCHD?
CLIM and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 179 unique securities.
Which pays a higher dividend, CLIM or SCHD?
CLIM yields 1.17% while SCHD yields 3.31%, so SCHD 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.