CLIM vs VYM

CLIM vs VYM

Which is better, CLIM or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.0%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricCLIMVYM
Expense Ratio0.90%0.04%Best
AUM$2M$81.6B
Dividend Yield1.19%2.22%
Holdings81613
YTD Return+2.96%+11.35%Best
1Y Return-+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Top 10 Weight30.0%26.1%Best
Fund FamilyClimate Global ETFVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 11, 2026Nov 10, 2006

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

CLIM vs VYM 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 VYM Performance

Climate Global - Climate Resilient REIT Index ETF (CLIM) is an ETF from Climate Global ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, CLIM is up 2.96% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

CLIM charges 0.90% per year while VYM charges 0.04%. On a $10,000 position that is $90 vs $4 annually, a gap of $86 per year that compounds over a long holding period. On income, CLIM currently yields 1.19% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 78 holdings in CLIM and 557 in VYM, totalling 99.6% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 78 positions we hold weights for in CLIM and 557 in VYM, against full books of 81 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for CLIM (97.1% of the fund), and 77 for CLIM that do not appear in VYM (98.5%).

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.

You are not choosing between two funds in isolation.

Whichever of CLIM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CLIMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CLIM or VYM?

CLIM has an expense ratio of 0.90% while VYM charges 0.04%. VYM is the cheaper option, by $86 a year on a $10,000 investment.

Which pays a higher dividend, CLIM or VYM?

CLIM yields 1.19% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CLIM?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.