CCSB vs QQQ
Carbon Collective Short Duration Green Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, CCSB or QQQ?
Short Term Mid Quality against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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
| Metric | CCSB | QQQ |
|---|---|---|
| Expense Ratio | 0.51% | 0.18%Best |
| AUM | $27M | $483.5B |
| Dividend Yield | 4.63% | 0.44% |
| Holdings | 44 | 107 |
| YTD Return | -0.53% | +17.95%Best |
| 1Y Return | -0.13% | +21.77%Best |
| 3Y Return (annualized) | +3.46% | +25.63%Best |
| 5Y Return (annualized) | +0.40% | +15.24%Best |
| Volatility (annualized) | 47.0% | 18.8%Best |
| Max Drawdown | -63.5% | -49.4%Best |
| $10,000 over 5 years | $10,202 | $20,324Best |
| Fund Family | Carbon Collective Funds | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Mid Quality | Large Cap Growth |
| Inception | Apr 11, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 25, 2008 to Sep 18, 2026 (18.6 years).
CCSB vs QQQ 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 covers the 18.6 years both funds cover.
CCSB vs QQQ Performance
Carbon Collective Short Duration Green Bond ETF (CCSB) is an ETF from Carbon Collective Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year CCSB returned -0.13% while QQQ returned +21.77%. Year to date, CCSB is down 0.53% versus a gain of 17.95% for QQQ.
Over three years, CCSB compounded at +3.46% per year against +25.63% for QQQ; over five years the annualized figures are +0.40% and +15.24% respectively. Across the full 19-year window we track, QQQ has the edge at +16.48% annualized vs +4.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSB has been the more volatile fund, with annualized monthly volatility of 47.0% compared with 18.8% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -63.5% for CCSB and -49.4% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.27. They move largely independently of each other.
Fees and Cost Over Time
CCSB charges 0.51% per year while QQQ charges 0.18%. On a $10,000 position that is $51 vs $18 annually, a gap of $33 per year that compounds over a long holding period. On income, CCSB currently yields 4.63% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 34 holdings in CCSB and 102 in QQQ, totalling 80.7% and 99.9% 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 34 positions we hold weights for in CCSB and 102 in QQQ, against full books of 44 and 107.
You are not choosing between two funds in isolation.
Whichever of CCSB and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CCSB or QQQ?
CCSB has an expense ratio of 0.51% while QQQ charges 0.18%. QQQ is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, CCSB or QQQ?
Over the past year CCSB returned -0.13% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (19 years), CCSB annualized +4.42% vs +16.48% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSB or QQQ?
CCSB has been the more volatile fund at 47.0% annualized versus 18.8% for QQQ. Worst drawdown: CCSB -63.5% vs QQQ -49.4%.
Should I hold both CCSB and QQQ?
CCSB and QQQ have a monthly-return correlation of 0.27, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CCSB or QQQ?
CCSB yields 4.63% while QQQ yields 0.44%, so CCSB currently pays the higher dividend yield.
Is QQQ better than CCSB?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.