CLIM vs. REIT
CLIM (Climate Global - Climate-Resilient REIT Index ETF) and REIT (ALPS Active REIT ETF) are both REIT funds. CLIM is passively managed, while REIT is actively managed. Their 0.96 correlation means they have historically moved very closely together. CLIM charges 0.90%/yr vs 0.68%/yr for REIT.
Performance
CLIM vs. REIT - Performance Comparison
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Returns By Period
CLIM
- 1D
- -0.15%
- 1M
- 2.42%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
REIT
- 1D
- -0.48%
- 1M
- 2.50%
- 6M
- 20.65%
- YTD
- 22.49%
- 1Y
- 22.16%
- 3Y*
- 11.42%
- 5Y*
- 5.05%
- 10Y*
- —
- ALL TIME*
- 8.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.25K | $5.06K | $6.36K | |
| $334.10K | $306.33K | $297.75K |
CLIM vs. REIT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
CLIM Climate Global - Climate-Resilient REIT Index ETF | 13.70% |
REIT ALPS Active REIT ETF | 13.86% |
Correlation
The correlation between CLIM and REIT is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 12, 2026 | 0.96 |
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Return for Risk
CLIM vs. REIT — Risk / Return Rank
CLIM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
REIT
CLIM vs. REIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Climate Global - Climate-Resilient REIT Index ETF (CLIM) and ALPS Active REIT ETF (REIT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CLIM | REIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.03 | — |
| Martin ratioReturn relative to average drawdown | — | 9.09 | — |
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Drawdowns
CLIM vs. REIT - Drawdown Comparison
The maximum CLIM drawdown since its inception was -6.41%, smaller than the maximum REIT drawdown of -29.30%. Use the drawdown chart below to compare losses from any high point for CLIM and REIT.
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Drawdown Indicators
| CLIM | REIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.41% | -29.30% | +22.89% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.35% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.19% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.30% | — |
Current DrawdownCurrent decline from peak | -0.30% | -0.48% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -10.12% | +8.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.45% | — |
Volatility
CLIM vs. REIT - Volatility Comparison
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Volatility by Period
| CLIM | REIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.82% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.46% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 13.67% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 18.51% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 18.34% | -2.44% |
CLIM vs. REIT - Expense Ratio Comparison
CLIM has a 0.90% expense ratio, which is higher than REIT's 0.68% expense ratio.
Dividends
CLIM vs. REIT - Dividend Comparison
CLIM's dividend yield for the trailing twelve months is around 1.12%, less than REIT's 2.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CLIM Climate Global - Climate-Resilient REIT Index ETF | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REIT ALPS Active REIT ETF | 2.60% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% |
Frequently Asked Questions
With a correlation of 0.96, CLIM and REIT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, REIT is cheaper at 0.68% per year. The better choice depends on whether you care most about return, fees, risk, or income.
REIT is cheaper with a 0.68% expense ratio, compared with 0.90% for CLIM.
REIT has the higher dividend yield at 2.60%, compared with 1.12% for CLIM.
They also come from different issuers: Climate Global and ALPS. Their fees differ too: 0.90% for CLIM and 0.68% for REIT.
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