CCSO vs IVV
Carbon Collective Climate Solutions US Equity ETF vs iShares Core S&P 500 ETF
Which is better, CCSO or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 47.9%.
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 | IVV |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $47M | $886.7B |
| Dividend Yield | 0.60% | 1.10% |
| Holdings | 124 | 508 |
| YTD Return | +3.85% | +13.39%Best |
| 1Y Return | +11.51% | +20.08%Best |
| 3Y Return (annualized) | +10.69% | +21.29%Best |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 22.0% | 13.2%Best |
| Max Drawdown | -23.7% | -18.8%Best |
| $10,000 over 4 years | $13,731 | $21,316Best |
| Top 10 Weight | 47.9% | 37.9%Best |
| Fund Family | Carbon Collective Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 20, 2022 to Sep 4, 2026 (4 years).
CCSO vs IVV 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 4 years both funds cover.
CCSO vs IVV Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CCSO returned +11.51% while IVV returned +20.08%. Year to date, CCSO is up 3.85% versus a gain of 13.39% for IVV.
Over three years, CCSO compounded at +10.69% per year against +21.29% for IVV. Across the full 4-year window we track, IVV has the edge at +20.83% annualized vs +8.25%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSO has been the more volatile fund, with annualized monthly volatility of 22.0% compared with 13.2% for IVV. 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 -23.7% for CCSO and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCSO charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, CCSO currently yields 0.60% against 1.10% for IVV.
Holdings Overlap
46.0% of CCSO's money is in holdings IVV also owns. 1.2% of IVV's money is in holdings CCSO also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 122 positions we hold weights for in CCSO and 505 in IVV, against full books of 124 and 508.
What only one of them owns
Our book lists 486 positions for IVV that do not appear in our book for CCSO (98.1% of the fund), and 84 for CCSO that do not appear in IVV (40.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CCSO | Weight in IVV | Difference |
|---|---|---|---|
| NUENucor Corp. | 5.69% | 0.09% | 5.60% |
| JCIJohnson Controls Intl Plc | 5.35% | 0.14% | 5.21% |
| RSGRepublic Services Inc. Class A | 5.24% | 0.06% | 5.18% |
| GEVGe Vernova, Inc. | 4.87% | 0.41% | 4.46% |
| WMWaste Mgmt | 4.93% | 0.12% | 4.81% |
| PWRQuanta | 4.63% | 0.15% | 4.48% |
| CARRCarrier Global Corp Common Stock Usd.01 | 4.47% | 0.08% | 4.39% |
| STLDSteel Dynamics, Inc. | 3.42% | 0.05% | 3.37% |
| HUBBHubbell Inc | 2.65% | 0.04% | 2.61% |
| XYLXylem,Inc. | 2.61% | 0.04% | 2.57% |
46.0% of CCSO is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CCSO or IVV?
CCSO has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, CCSO or IVV?
Over the past year CCSO returned +11.51% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +8.25% vs +20.83% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or IVV?
CCSO has been the more volatile fund at 22.0% annualized versus 13.2% for IVV. Worst drawdown: CCSO -23.7% vs IVV -18.8%.
Should I hold both CCSO and IVV?
CCSO and IVV have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CCSO and IVV?
46.0% of CCSO's money is in holdings IVV also owns. 1.2% of IVV's is in holdings CCSO also owns. They hold 11 positions in common, counted across the 122 positions we hold weights for in CCSO and 505 in IVV.
Which pays a higher dividend, CCSO or IVV?
CCSO yields 0.60% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than CCSO?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 47.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.