CCSO vs VYM
Carbon Collective Climate Solutions US Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | CCSO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $50M | $81.6B | |
| Dividend Yield | 0.60% | 2.24% | |
| Holdings | 120 | 616 | |
| YTD Return | +8.81% | +16.42% | |
| 1Y Return | +17.95% | +24.22% | |
| 3Y Return (annualized) | +12.74% | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 22.3% | 14.6% | |
| Max Drawdown | -23.7% | -58.8% | |
| Fund Family | Carbon Collective Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 19, 2022 | Nov 10, 2006 |
CCSO vs VYM Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is a ETF from Carbon Collective Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CCSO returned +17.95% while VYM returned +24.22%. Year to date, CCSO is up 8.81% versus a gain of 16.42% for VYM.
Over three years, CCSO compounded at +12.74% per year against +19.03% for VYM. Across the full 4-year window we track, CCSO has the edge at +9.69% annualized vs +7.10%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CCSO charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, CCSO currently yields 0.60% against 2.24% for VYM.
Holdings Overlap
CCSO and VYM share 12 holdings out of 713 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CCSO or VYM?
CCSO has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, CCSO or VYM?
Over the past year CCSO returned +17.95% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +9.69% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, CCSO or VYM?
CCSO has been the more volatile fund at 22.3% annualized versus 14.6% for VYM. Worst drawdown: CCSO -23.7% vs VYM -58.8%.
Should I hold both CCSO and VYM?
CCSO and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CCSO and VYM?
CCSO and VYM share 12 common holdings with a 1.6% weight overlap. Combined, they hold 713 unique securities.
Which pays a higher dividend, CCSO or VYM?
CCSO yields 0.60% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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