CCSO vs QQQ
Carbon Collective Climate Solutions US Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. CCSO offers more diversification with 120 holdings.
Side-by-Side Comparison
| Metric | CCSO | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.18% | |
| AUM | $50M | $496.3B | |
| Dividend Yield | 0.60% | 0.44% | |
| Holdings | 120 | 108 | |
| YTD Return | +6.26% | +17.07% | |
| 1Y Return | +15.03% | +26.39% | |
| 3Y Return (annualized) | +12.54% | +26.08% | |
| 5Y Return (annualized) | - | +15.18% | |
| Volatility (annualized) | 22.3% | 30.6% | |
| Max Drawdown | -23.7% | -83.0% | |
| Fund Family | Carbon Collective Funds | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Sep 19, 2022 | Mar 10, 1999 |
CCSO vs QQQ Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is a ETF from Carbon Collective Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CCSO returned +15.03% while QQQ returned +26.39%. Year to date, CCSO is up 6.26% versus a gain of 17.07% for QQQ.
Over three years, CCSO compounded at +12.54% per year against +26.08% for QQQ. Across the full 4-year window we track, QQQ has the edge at +13.05% annualized vs +8.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 22.3% 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 -23.7% for CCSO and -83.0% for QQQ. 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCSO charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, CCSO currently yields 0.60% against 0.44% for QQQ.
Holdings Overlap
CCSO and QQQ share 0 holdings out of 224 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CCSO or QQQ?
CCSO has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, CCSO or QQQ?
Over the past year CCSO returned +15.03% vs +26.39% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +8.99% vs +13.05% for QQQ. Past performance does not guarantee future results.
Which is riskier, CCSO or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 22.3% for CCSO. Worst drawdown: CCSO -23.7% vs QQQ -83.0%.
Should I hold both CCSO and QQQ?
CCSO and QQQ have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CCSO and QQQ?
CCSO and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 224 unique securities.
Which pays a higher dividend, CCSO or QQQ?
CCSO yields 0.60% while QQQ yields 0.44%, so CCSO currently pays the higher dividend yield.
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