CCSO vs VXUS

CCSO vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricCCSOVXUSWinner
Expense Ratio0.35%0.05%
AUM$50M$158.1B
Dividend Yield0.60%2.59%
Holdings1208,747
YTD Return+8.81%+15.22%
1Y Return+17.95%+26.86%
3Y Return (annualized)+12.74%+20.34%
5Y Return (annualized)-+9.38%
Volatility (annualized)22.3%15.1%
Max Drawdown-23.7%-39.9%
Fund FamilyCarbon Collective FundsVanguard (US)
CategoryEquityEquity
InceptionSep 19, 2022Jan 26, 2011

CCSO vs VXUS Performance

Carbon Collective Climate Solutions US Equity ETF (CCSO) is a ETF from Carbon Collective Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CCSO returned +17.95% while VXUS returned +26.86%. Year to date, CCSO is up 8.81% versus a gain of 15.22% for VXUS.

Over three years, CCSO compounded at +12.74% per year against +20.34% for VXUS. Across the full 4-year window we track, CCSO has the edge at +9.69% annualized vs +4.89%. 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 VXUS. 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 -39.9% for VXUS. 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CCSO charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, CCSO currently yields 0.60% against 2.59% for VXUS.

Holdings Overlap

0.2%overlap

CCSO and VXUS share 13 holdings out of 7978 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CCSOWeight in VXUSDifference
CCJ3.73%0.11%3.62%
ENLT:IL3.46%0.02%3.44%
GFL:CA2.01%0.02%1.99%
NXE:CAProProPro
BEPC:CAProProPro
ERO:CAProProPro
UUUUProProPro
DML:CAProProPro
TKO:CAProProPro
DQ:SHProProPro
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Frequently Asked Questions

Which is cheaper, CCSO or VXUS?

CCSO has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, CCSO or VXUS?

Over the past year CCSO returned +17.95% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +9.69% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, CCSO or VXUS?

CCSO has been the more volatile fund at 22.3% annualized versus 15.1% for VXUS. Worst drawdown: CCSO -23.7% vs VXUS -39.9%.

Should I hold both CCSO and VXUS?

CCSO and VXUS have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CCSO and VXUS?

CCSO and VXUS share 13 common holdings with a 0.2% weight overlap. Combined, they hold 7978 unique securities.

Which pays a higher dividend, CCSO or VXUS?

CCSO yields 0.60% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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