CLIM vs SPY
Climate Global - Climate Resilient REIT Index ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | CLIM | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.09% | |
| AUM | $2M | $789.1B | |
| Dividend Yield | 1.17% | 1.01% | |
| Holdings | 79 | 505 | |
| YTD Return | +9.74% | +14.47% | |
| 1Y Return | - | +21.96% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +13.30% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -6.4% | -56.5% | |
| Fund Family | Climate Global ETF | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Mar 11, 2026 | Jan 22, 1993 |
CLIM vs SPY Performance
Climate Global - Climate Resilient REIT Index ETF (CLIM) is a ETF from Climate Global ETF and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, CLIM is up 9.74% versus a gain of 14.47% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.4% for CLIM and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $90 vs $9 annually, a gap of $81 per year that compounds over a long holding period. On income, CLIM currently yields 1.17% against 1.01% for SPY.
Holdings Overlap
CLIM and SPY share 15 holdings out of 567 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLIM or SPY?
CLIM has an expense ratio of 0.90% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
What is the holdings overlap between CLIM and SPY?
CLIM and SPY share 15 common holdings with a 1.2% weight overlap. Combined, they hold 567 unique securities.
Which pays a higher dividend, CLIM or SPY?
CLIM yields 1.17% while SPY yields 1.01%, so CLIM currently pays the higher dividend yield.
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