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CLIM vs EFIV

Climate Resilient US REIT Index ETF vs State Street SPDR S&P 500 ESG ETF

CLIM

Climate Resilient US REIT Index ETF

Annual cost

Fund size

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Side-by-side comparison

CLIMEFIV
Annual cost (TER)0.10%
Fund size (AUM)$1.2B
Since2020
Dividend yield0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+33.8%
CAGR 3YN/A+22.6%
CAGR 5YN/A+15.0%
Sharpe 3YN/A1.21
Volatility 1Y11.89%
Max drawdown-6.46%-24.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CLIM and EFIV