CCSB vs VYM
Carbon Collective Short Duration Green Bond ETF vs Vanguard High Dividend Yield ETF
Which is better, CCSB or VYM?
Short Term Mid Quality against Large Cap Value.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 0.51% | 0.04%Best |
| AUM | $27M | $81.6B |
| Dividend Yield | 4.63% | 2.22% |
| Holdings | 44 | 613 |
| YTD Return | -0.30% | +12.29%Best |
| 1Y Return | -0.10% | +16.61%Best |
| 3Y Return (annualized) | +3.56% | +17.42%Best |
| 5Y Return (annualized) | +0.44% | +12.12%Best |
| Volatility (annualized) | 47.0% | 14.8%Best |
| Max Drawdown | -63.5% | -53.6%Best |
| $10,000 over 5 years | $10,222 | $17,718Best |
| Fund Family | Carbon Collective Funds | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Mid Quality | Large Cap Value |
| Inception | Apr 11, 2024 | Nov 10, 2006 |
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 17, 2026 (18.6 years).
CCSB vs VYM 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 VYM Performance
Carbon Collective Short Duration Green Bond ETF (CCSB) is an ETF from Carbon Collective Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CCSB returned -0.10% while VYM returned +16.61%. Year to date, CCSB is down 0.30% versus a gain of 12.29% for VYM.
Over three years, CCSB compounded at +3.56% per year against +17.42% for VYM; over five years the annualized figures are +0.44% and +12.12% respectively. Across the full 19-year window we track, VYM has the edge at +7.56% annualized vs +4.43%.
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 14.8% for VYM. 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 -53.6% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CCSB charges 0.51% per year while VYM charges 0.04%. On a $10,000 position that is $51 vs $4 annually, a gap of $47 per year that compounds over a long holding period. On income, CCSB currently yields 4.63% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 34 holdings in CCSB and 557 in VYM, totalling 80.7% and 99.2% 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 557 in VYM, against full books of 44 and 613.
You are not choosing between two funds in isolation.
Whichever of CCSB and VYM 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 VYM?
CCSB has an expense ratio of 0.51% while VYM charges 0.04%. VYM is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, CCSB or VYM?
Over the past year CCSB returned -0.10% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), CCSB annualized +4.43% vs +7.56% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSB or VYM?
CCSB has been the more volatile fund at 47.0% annualized versus 14.8% for VYM. Worst drawdown: CCSB -63.5% vs VYM -53.6%.
Should I hold both CCSB and VYM?
CCSB and VYM have a monthly-return correlation of 0.31, 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 VYM?
CCSB yields 4.63% while VYM yields 2.22%, so CCSB currently pays the higher dividend yield.
Is VYM better than CCSB?
VYM has a lower expense ratio. VYM 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.