CCSO vs VTI
Carbon Collective Climate Solutions US Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, CCSO or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% 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 | VTI |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $46M | $666.9B |
| Dividend Yield | 0.60% | 1.03% |
| Holdings | 124 | 3,543 |
| YTD Return | -2.60% | +12.25%Best |
| 1Y Return | -0.55% | +15.74%Best |
| 3Y Return (annualized) | +11.80% | +22.45%Best |
| 5Y Return (annualized) | - | +12.32% |
| Volatility (annualized) | 22.3% | 13.6%Best |
| Max Drawdown | -23.7% | -19.3%Best |
| $10,000 over 4 years | $12,816 | $20,399Best |
| Top 10 Weight | 47.9% | 33.3%Best |
| Fund Family | Carbon Collective Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | May 24, 2001 |
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 29, 2026 (4 years).
CCSO vs VTI 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 VTI Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CCSO returned -0.55% while VTI returned +15.74%. Year to date, CCSO is down 2.60% versus a gain of 12.25% for VTI.
Over three years, CCSO compounded at +11.80% per year against +22.45% for VTI. Across the full 4-year window we track, VTI has the edge at +19.51% annualized vs +6.40%.
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 13.6% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCSO charges 0.35% per year while VTI 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 1.03% for VTI.
Holdings Overlap
72.7% of CCSO's money is in holdings VTI also owns. 1.4% of VTI's money is in holdings CCSO also owns.
Most of CCSO is already inside VTI. Owning both mostly buys the same companies twice.
74 positions in common, counted across the 122 positions we hold weights for in CCSO and 3,463 in VTI, against full books of 124 and 3,543.
What only one of them owns
Our book lists 1,114 positions for VTI that do not appear in our book for CCSO (96.0% of the fund), and 20 for CCSO that do not appear in VTI (11.6%).
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 VTI | Difference |
|---|---|---|---|
| RSGRepublic Services Inc. Class A | 5.70% | 0.06% | 5.64% |
| NUENucor Corp. | 5.53% | 0.08% | 5.45% |
| WMWaste Mgmt | 5.11% | 0.13% | 4.98% |
| JCIJohnson Controls Intl Plc | 5.09% | 0.12% | 4.97% |
| GEVGe Vernova, Inc. | 4.30% | 0.37% | 3.93% |
| CARRCarrier Global Corp Common Stock Usd.01 | 4.41% | 0.07% | 4.34% |
| PWRQuanta Services Inc | 4.13% | 0.14% | 3.99% |
| STLDSteel Dynamics, Inc. | 3.26% | 0.05% | 3.21% |
| ZMZoom Communications Inc | 2.95% | 0.03% | 2.92% |
| XYLXylem,Inc. | 2.59% | 0.04% | 2.55% |
72.7% of CCSO is already inside VTI.
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 VTI?
CCSO has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, CCSO or VTI?
Over the past year CCSO returned -0.55% vs +15.74% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +6.40% vs +19.51% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or VTI?
CCSO has been the more volatile fund at 22.3% annualized versus 13.6% for VTI. Worst drawdown: CCSO -23.7% vs VTI -19.3%.
Should I hold both CCSO and VTI?
CCSO and VTI have a monthly-return correlation of 0.80, 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 VTI?
72.7% of CCSO's money is in holdings VTI also owns. 1.4% of VTI's is in holdings CCSO also owns. They hold 74 positions in common, counted across the 122 positions we hold weights for in CCSO and 3,463 in VTI.
Which pays a higher dividend, CCSO or VTI?
CCSO yields 0.60% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than CCSO?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% 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.