CCSO vs IVV
Carbon Collective Climate Solutions US Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CCSO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $50M | $907.0B | |
| Dividend Yield | 0.60% | 1.10% | |
| Holdings | 120 | 508 | |
| YTD Return | +8.81% | +14.29% | |
| 1Y Return | +17.95% | +21.79% | |
| 3Y Return (annualized) | +12.74% | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 22.3% | 15.1% | |
| Max Drawdown | -23.7% | -56.5% | |
| Fund Family | Carbon Collective Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 19, 2022 | May 15, 2000 |
CCSO vs IVV Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is a ETF from Carbon Collective Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CCSO returned +17.95% while IVV returned +21.79%. Year to date, CCSO is up 8.81% versus a gain of 14.29% for IVV.
Over three years, CCSO compounded at +12.74% per year against +22.19% for IVV. Across the full 4-year window we track, CCSO has the edge at +9.69% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSO has been the more volatile fund, with annualized monthly volatility of 22.3% compared with 15.1% 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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
CCSO and IVV share 11 holdings out of 616 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $32 per year of difference.
Which performed better, CCSO or IVV?
Over the past year CCSO returned +17.95% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +9.69% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, CCSO or IVV?
CCSO has been the more volatile fund at 22.3% annualized versus 15.1% for IVV. Worst drawdown: CCSO -23.7% vs IVV -56.5%.
Should I hold both CCSO and IVV?
CCSO and IVV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CCSO and IVV?
CCSO and IVV share 11 common holdings with a 1.3% weight overlap. Combined, they hold 616 unique securities.
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.
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