CLIM - ETF AI Analysis
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Climate Global - Climate Resilient REIT Index ETF (CLIM)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered a solid gain so far this year, showing positive momentum for investors.
Leading REIT Holdings
Many of the top real estate holdings have shown strong or steady performance, helping support the fund’s returns.
Targeted Climate-Resilient Focus
The strategy concentrates on climate-resilient real estate, which may benefit from long-term demand for more durable property assets.
Negative Factors
High Expense Ratio
The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration in Real Estate
With almost all assets in real estate, the ETF is heavily exposed to downturns or stress in the property market.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, offering little protection if the U.S. real estate market weakens.
CLIM vs. SPDR S&P 500 ETF (SPY)
AUM1.34M
RegionNorth America
Expense Ratio0.90%
Beta0.84
IssuerClimate Global
Inception DateMar 11, 2026
Dividend Yield0.05%
Asset ClassEquity
Index TrackedClimate Global - Climate Resilient REIT Index - USD - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume437
30 Day Avg. Volume889
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
28.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CLIM Summary
CLIM is an ETF that follows the Climate Global - Climate Resilient REIT Index, focusing on U.S. real estate investment trusts (REITs) that are judged to be less exposed to climate-related risks like floods, storms, and wildfires. It holds well-known real estate companies such as Prologis and American Tower, giving investors access to a wide mix of properties while tilting toward those considered more climate-resilient. Someone might invest in CLIM for real estate income and diversification, while also aligning with climate-conscious goals. A key risk is that real estate and stock prices can still go up and down with the overall market.
How much will it cost me?This ETF has an expense ratio of 0.90%, which means you’ll pay about $9 per year for every $1,000 you invest. That’s higher than the average ETF because it tracks a specialized, climate-focused REIT index rather than a simple broad market index, which usually costs more to research and maintain.
What would affect this ETF?This ETF is heavily tied to U.S. real estate, so it could benefit if interest rates fall, the U.S. economy stays healthy, and demand remains strong for properties like cell towers, data centers, warehouses, and healthcare facilities owned by companies such as American Tower, Prologis, and Welltower. On the other hand, it could be hurt by higher interest rates, a downturn in U.S. property markets, changes in real estate or climate-related regulations, or if climate events end up affecting supposedly resilient areas more than expected.
CLIM Top 10 Holdings
CLIM is a U.S.-only REIT fund with a clear tilt toward climate-resilient, growth-oriented names, and a noticeable tech-flavored real estate bent. Iron Mountain has been the star of the show, with its data-center pivot helping drive the ETF, while Digital Realty and Public Storage add more steady, tech and storage strength. Prologis and Simon Property are also quietly pulling their weight. On the flip side, healthcare-focused Welltower and Ventas, along with income staple Realty Income, have been losing a bit of steam lately and modestly dragging on overall returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 3.98% | $53.56K | $148.71B | 40.57% | 77 Outperform | |
| American Tower | 3.34% | $44.92K | $88.20B | -12.86% | 71 Outperform | |
| Prologis | 3.25% | $43.73K | $140.13B | 38.65% | 76 Outperform | |
| Simon Property | 2.93% | $39.43K | $69.68B | 39.60% | 70 Outperform | |
| Realty Income | 2.82% | $37.88K | $57.73B | 8.81% | 70 Outperform | |
| Iron Mountain | 2.74% | $36.77K | $37.24B | 25.25% | 55 Neutral | |
| Digital Realty | 2.73% | $36.66K | $64.25B | 5.58% | 69 Neutral | |
| Crown Castle | 2.56% | $34.47K | $40.17B | -6.33% | 45 Neutral | |
| Public Storage | 2.55% | $34.22K | $57.00B | 10.51% | 73 Outperform | |
| Ventas | 2.48% | $33.33K | $41.74B | 32.48% | 68 Neutral |
CLIM Technical Analysis
Positive
―
Price Trends
25.79
Positive
Market Momentum
0.26
Negative
64.66
Neutral
94.99
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CLIM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.24, equal to the 50-day MA of 25.79, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.26 indicates Negative momentum. The RSI at 64.66 is Neutral, neither overbought nor oversold. The STOCH value of 94.99 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CLIM.
CLIM Peer Comparison
Comparison Results
Performance Comparison
CLIM
Climate Global - Climate Resilient REIT Index ETF
26.90
2.35
9.57%
SRHR
SRH REIT Covered Call ETF
―
―
―
NURE
Nuveen Short-Term REIT ETF
―
―
―
RDOG
ALPS REIT Dividend Dogs ETF
―
―
―
HAUS
Home Appreciation U.S. REIT ETF
―
―
―
CRED
Columbia Research Enhanced Real Estate ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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