CLIM - ETF AI Analysis
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Climate Global - Climate Resilient REIT Index ETF (CLIM)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, indicating solid recent momentum.
Leading REIT Holdings
Several of the largest real estate holdings, such as Welltower, Public Storage, and Iron Mountain, have shown strong performance, helping support the fund’s returns.
Targeted Climate-Resilient Focus
The fund’s focus on climate-resilient real estate may appeal to investors seeking properties that aim to withstand environmental and climate-related risks.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost alternatives.
Sector Concentration in Real Estate
With most assets in the real estate sector, the fund is heavily exposed to property market cycles and interest rate changes.
U.S.-Only Geographic Exposure
Almost all of the ETF’s holdings are in the United States, offering little diversification across global markets.
CLIM vs. SPDR S&P 500 ETF (SPY)
AUM1.47M
RegionNorth America
Expense Ratio0.90%
Beta0.38
IssuerClimate Global
Inception DateMar 11, 2026
Dividend Yield1.53%
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. Volume404
30 Day Avg. Volume200
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
29.44Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering77
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CLIM Summary
CLIM is an ETF that invests in U.S. real estate investment trusts (REITs) and follows the Climate Global – Climate Resilient REIT Index. It focuses on companies whose properties are judged to be less exposed to climate risks like floods, storms, and wildfires. The fund holds well-known REITs such as Prologis and Public Storage, giving investors access to a mix of warehouses, storage facilities, and other income-producing properties. Someone might invest for real estate income and diversification while considering climate resilience. A key risk is that real estate and stock prices can still rise and fall 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.-focused REIT fund that leans heavily into climate-resilient real estate, with performance driven by a few standout names. Welltower and Ventas are rising on the back of steady demand for senior housing, giving the fund a solid healthcare real estate backbone. Iron Mountain has been a star, with its data-center pivot adding extra spark. On the flip side, Public Storage and Extra Space Storage have been lagging, while Crown Castle’s slump in tower assets has been dragging the fund, underscoring its concentrated bet on specialized U.S. real estate.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 4.38% | $64.78K | $166.76B | 32.21% | 77 Outperform | |
| American Tower | 3.52% | $52.06K | $78.76B | -13.65% | 71 Outperform | |
| Prologis | 3.26% | $48.16K | $128.96B | 15.93% | 76 Outperform | |
| Simon Property | 2.98% | $44.04K | $66.27B | 10.05% | 70 Outperform | |
| Realty Income | 2.89% | $42.77K | $52.55B | -8.59% | 70 Outperform | |
| Ventas | 2.73% | $40.35K | $45.40B | 25.78% | 68 Neutral | |
| Public Storage | 2.63% | $38.88K | $53.81B | -1.30% | 73 Outperform | |
| Iron Mountain | 2.47% | $36.53K | $33.16B | 10.66% | 55 Neutral | |
| Crown Castle | 2.31% | $34.12K | $28.86B | -30.24% | 45 Neutral | |
| Extra Space Storage | 2.25% | $33.34K | $29.42B | -6.91% | 66 Neutral |
CLIM Technical Analysis
Negative
―
Price Trends
26.08
Negative
26.18
Negative
Market Momentum
-0.46
Positive
21.43
Positive
3.10
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CLIM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.18, equal to the 50-day MA of 26.08, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.46 indicates Positive momentum. The RSI at 21.43 is Positive, neither overbought nor oversold. The STOCH value of 3.10 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CLIM.
CLIM Peer Comparison
Comparison Results
Performance Comparison
CLIM
Climate Global - Climate Resilient REIT Index ETF
24.35
0.14
0.58%
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
―
―
―
DESK
VanEck Office and Commercial REIT 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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