CCSO vs VTI

CCSO vs VTI

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.

Lower Fees: VTIHigher Returns: VTI

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

MetricCCSOVTI
Expense Ratio0.35%0.03%Best
AUM$47M$666.9B
Dividend Yield0.60%1.07%
Holdings1243,543
YTD Return+4.61%+12.95%Best
1Y Return+11.48%+19.17%Best
3Y Return (annualized)+11.25%+20.86%Best
5Y Return (annualized)-+11.72%
Volatility (annualized)22.0%13.6%Best
Max Drawdown-23.7%-19.3%Best
$10,000 over 4 years$13,823$20,743Best
Fund FamilyCarbon Collective FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 19, 2022May 24, 2001

Not shown on this pair: Top 10 Weight.

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 8, 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 +11.48% while VTI returned +19.17%. Year to date, CCSO is up 4.61% versus a gain of 12.95% for VTI.

Over three years, CCSO compounded at +11.25% per year against +20.86% for VTI. Across the full 4-year window we track, VTI has the edge at +20.01% annualized vs +8.43%.

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 13.6% 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 1.07% for VTI.

Holdings Overlap

CCSO already in VTI69.6%

At least 69.6% of CCSO's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 48 days apart, CCSO as of Aug 17, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

57 positions in common, counted across the 122 positions we hold weights for in CCSO and 2,788 in VTI, against full books of 124 and 3,543.

Top Shared Holdings

StockWeight in CCSOWeight in VTIDifference
NUENucor Corp.5.69%0.07%5.62%
JCIJohnson Controls Intl Plc5.35%0.12%5.23%
RSGRepublic Services Inc. Class A5.24%0.06%5.18%
GEVGe Vernova, Inc.4.87%0.43%4.44%
WMWaste Management  Inc .4.93%0.12%4.81%
PWRQuanta Services, Inc4.63%0.15%4.48%
CARRCarrier Global Corporation4.47%0.08%4.39%
STLDSteel Dynamics Inc3.42%0.04%3.38%
ZMZoom Video Communications Inc. Class A3.04%0.03%3.01%
HUBBHubbell Inc. Class B2.65%0.04%2.61%

69.6% 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.

CCSOVTI

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 +11.48% vs +19.17% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +8.43% vs +20.01% 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 22.0% 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?

At least 69.6% of CCSO's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 57 positions in common, counted across the 122 positions we hold weights for in CCSO and 2,788 in VTI.

Which pays a higher dividend, CCSO or VTI?

CCSO yields 0.60% while VTI yields 1.07%, 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. Which one suits a particular account depends on what it is for. This is information, not a recommendation.