CCSO vs DVSP
Carbon Collective Climate Solutions US Equity ETF vs WEBs SPY Defined Volatility ETF
Which is better, CCSO or DVSP?
Each has led over a different period.
CCSO has a lower expense ratio. CCSO led over the full window, DVSP over 1Y.
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 | CCSO | DVSP |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.89% |
| AUM | $43M | $1M |
| Dividend Yield | 0.64% | 0.25% |
| Holdings | 250 | 8 |
| YTD Return | -5.42% | +1.26%Best |
| 1Y Return | -3.57% | +2.46%Best |
| 3Y Return (annualized) | +12.20% | - |
| Volatility (annualized) | 17.7%Best | 18.0% |
| Max Drawdown | -21.6%Best | -22.7% |
| $10,000 over 1.9 years | $11,253Best | $11,073 |
| Fund Family | Carbon Collective Funds | WEBs Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | Dec 16, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 17, 2024 to Nov 6, 2026 (1.9 years).
CCSO vs DVSP 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 1.9 years both funds cover.
CCSO vs DVSP Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and WEBs SPY Defined Volatility ETF (DVSP) is an ETF from WEBs Investments. Over the past year CCSO returned -3.57% while DVSP returned +2.46%. Year to date, CCSO is down 5.42% versus a gain of 1.26% for DVSP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DVSP has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 17.7% for CCSO. 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 -21.6% for CCSO and -22.7% for DVSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCSO charges 0.35% per year while DVSP charges 0.89%. On a $10,000 position that is $35 vs $89 annually, a gap of $54 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 0.25% for DVSP.
Holdings Overlap
We hold position weights for 123 holdings in CCSO and 1 in DVSP, totalling 100.0% and 47.9% 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 123 positions we hold weights for in CCSO and 1 in DVSP, against full books of 250 and 8.
You are not choosing between two funds in isolation.
Whichever of CCSO and DVSP 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, CCSO or DVSP?
CCSO has an expense ratio of 0.35% while DVSP charges 0.89%. CCSO is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, CCSO or DVSP?
Over the past year CCSO returned -3.57% vs +2.46% for DVSP, so DVSP leads on 1-year performance. Over the longest common window we track (2 years), CCSO annualized +6.41% vs +5.51% for DVSP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or DVSP?
DVSP has been the more volatile fund at 18.0% annualized versus 17.7% for CCSO. Worst drawdown: CCSO -21.6% vs DVSP -22.7%.
Should I hold both CCSO and DVSP?
CCSO and DVSP have a monthly-return correlation of 0.73, 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, CCSO or DVSP?
CCSO yields 0.64% while DVSP yields 0.25%, so CCSO currently pays the higher dividend yield.
Is DVSP better than CCSO?
CCSO has a lower expense ratio. CCSO led over the full window, DVSP over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.