CLIM vs SPY

CLIM vs SPY

Which is better, CLIM or SPY?

SPY costs less.

SPY has a lower expense ratio. CLIM is less concentrated, with 30.0% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYLess Concentrated: CLIM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCLIMSPY
Expense Ratio0.90%0.09%Best
AUM$2M$804.7B
Dividend Yield1.19%0.98%
Holdings81505
YTD Return+2.96%+12.09%Best
1Y Return-+16.29%
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+13.37%
Top 10 Weight30.0%Best37.8%
Fund FamilyClimate Global ETFState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 11, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

CLIM vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CLIM vs SPY Performance

Climate Global - Climate Resilient REIT Index ETF (CLIM) is an ETF from Climate Global ETF and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, CLIM is up 2.96% versus a gain of 12.09% for SPY.

Past performance does not guarantee future results.

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 1.19% against 0.98% for SPY.

Holdings Overlap

CLIM already in SPY42.5%
SPY already in CLIM1.2%

42.5% of CLIM's money is in holdings SPY also owns. 1.2% of SPY's money is in holdings CLIM also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 78 positions we hold weights for in CLIM and 504 in SPY, against full books of 81 and 505.

What only one of them owns

Our book lists 479 positions for SPY that do not appear in our book for CLIM (98.1% of the fund), and 59 for CLIM that do not appear in SPY (56.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CLIMWeight in SPYDifference
WELLWelltower, Inc.4.73%0.26%4.47%
PSAPublic Storage3.52%0.08%3.44%
AMTAmerican Tower Corporation3.22%0.12%3.10%
PLDPrologis Inc3.06%0.20%2.86%
ORealty Income Corp.3.02%0.09%2.93%
VTRVentas  Inc .2.96%0.07%2.89%
SPGSimon Property Group Inc2.91%0.10%2.81%
IRMIron Mtn Inc New Com Npv2.25%0.05%2.20%
EXRExtra Space Storage Inc.2.24%0.05%2.19%
CCICrown Castle International Corp2.12%0.05%2.07%

42.5% of CLIM is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CLIMSPY

Free for up to 10 holdings. No account needed.

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, by $81 a year on a $10,000 investment.

What is the holdings overlap between CLIM and SPY?

42.5% of CLIM's money is in holdings SPY also owns. 1.2% of SPY's is in holdings CLIM also owns. They hold 18 positions in common, counted across the 78 positions we hold weights for in CLIM and 504 in SPY.

Which pays a higher dividend, CLIM or SPY?

CLIM yields 1.19% while SPY yields 0.98%, so CLIM currently pays the higher dividend yield.

Is SPY better than CLIM?

SPY has a lower expense ratio. CLIM is less concentrated, with 30.0% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.