CCSB vs VOO

CCSB vs VOO

Which is better, CCSB or VOO?

Short Term Mid Quality against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricCCSBVOO
Expense Ratio0.51%0.03%Best
AUM$27M$997.4B
Dividend Yield4.63%1.04%
Holdings44509
YTD Return-0.30%+12.25%Best
1Y Return-0.10%+17.03%Best
3Y Return (annualized)+3.56%+21.25%Best
5Y Return (annualized)+0.44%+13.08%Best
Volatility (annualized)50.2%14.1%Best
Max Drawdown-53.4%-34.3%Best
$10,000 over 5 years$10,222$18,490Best
Fund FamilyCarbon Collective FundsVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term Mid QualityLarge Cap Blend
InceptionApr 11, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 22, 2010 to Sep 17, 2026 (16 years).

CCSB vs VOO 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 16 years both funds cover.

CCSB vs VOO Performance

Carbon Collective Short Duration Green Bond ETF (CCSB) is an ETF from Carbon Collective Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CCSB returned -0.10% while VOO returned +17.03%. Year to date, CCSB is down 0.30% versus a gain of 12.25% for VOO.

Over three years, CCSB compounded at +3.56% per year against +21.25% for VOO; over five years the annualized figures are +0.44% and +13.08% respectively. Across the full 16-year window we track, VOO has the edge at +13.38% annualized vs +7.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CCSB has been the more volatile fund, with annualized monthly volatility of 50.2% compared with 14.1% for VOO. 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 -53.4% for CCSB and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.21. They move largely independently of each other.

Fees and Cost Over Time

CCSB charges 0.51% per year while VOO charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, CCSB currently yields 4.63% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 34 holdings in CCSB and 494 in VOO, totalling 80.7% and 99.5% 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 494 in VOO, against full books of 44 and 509.

You are not choosing between two funds in isolation.

Whichever of CCSB and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CCSBVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CCSB or VOO?

CCSB has an expense ratio of 0.51% while VOO charges 0.03%. VOO is the cheaper option, by $48 a year on a $10,000 investment.

Which performed better, CCSB or VOO?

Over the past year CCSB returned -0.10% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), CCSB annualized +7.70% vs +13.38% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CCSB or VOO?

CCSB has been the more volatile fund at 50.2% annualized versus 14.1% for VOO. Worst drawdown: CCSB -53.4% vs VOO -34.3%.

Should I hold both CCSB and VOO?

CCSB and VOO have a monthly-return correlation of 0.21, 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 VOO?

CCSB yields 4.63% while VOO yields 1.04%, so CCSB currently pays the higher dividend yield.

Is VOO better than CCSB?

VOO has a lower expense ratio. VOO 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.