CLIM vs SPY
Climate Global - Climate Resilient REIT Index ETF vs State Street SPDR S&P 500 ETF Trust
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%.
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
| Metric | CLIM | SPY |
|---|---|---|
| Expense Ratio | 0.90% | 0.09%Best |
| AUM | $2M | $804.7B |
| Dividend Yield | 1.19% | 0.98% |
| Holdings | 81 | 505 |
| YTD Return | +2.96% | +12.09%Best |
| 1Y Return | - | +16.29% |
| 3Y Return (annualized) | - | +21.20% |
| 5Y Return (annualized) | - | +13.37% |
| Top 10 Weight | 30.0%Best | 37.8% |
| Fund Family | Climate Global ETF | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 11, 2026 | Jan 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
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
| Stock | Weight in CLIM | Weight in SPY | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 4.73% | 0.26% | 4.47% |
| PSAPublic Storage | 3.52% | 0.08% | 3.44% |
| AMTAmerican Tower Corporation | 3.22% | 0.12% | 3.10% |
| PLDPrologis Inc | 3.06% | 0.20% | 2.86% |
| ORealty Income Corp. | 3.02% | 0.09% | 2.93% |
| VTRVentas Inc . | 2.96% | 0.07% | 2.89% |
| SPGSimon Property Group Inc | 2.91% | 0.10% | 2.81% |
| IRMIron Mtn Inc New Com Npv | 2.25% | 0.05% | 2.20% |
| EXRExtra Space Storage Inc. | 2.24% | 0.05% | 2.19% |
| CCICrown Castle International Corp | 2.12% | 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.
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.