CCSO vs ZIG
Carbon Collective Climate Solutions US Equity ETF vs The Acquirers Fund ETF
Which is better, CCSO or ZIG?
Each has led over a different period.
CCSO has a lower expense ratio. CCSO led over 3Y, ZIG over 1Y and the full window. ZIG is less concentrated, with 34.5% of the fund in its ten largest positions against 49.7%.
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 | ZIG |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.75% |
| AUM | $45M | $31M |
| Dividend Yield | 0.64% | 1.84% |
| Holdings | 124 | 97 |
| YTD Return | -2.23% | +8.11%Best |
| 1Y Return | -5.45% | +10.31%Best |
| 3Y Return (annualized) | +12.32%Best | +10.81% |
| 5Y Return (annualized) | - | +8.07% |
| Volatility (annualized) | 22.0% | 19.8%Best |
| Max Drawdown | -23.7%Best | -29.8% |
| $10,000 over 4.1 years | $12,911 | $17,812Best |
| Top 10 Weight | 49.7% | 34.5%Best |
| Fund Family | Carbon Collective Funds | Acquirers Funds, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | May 14, 2019 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 20, 2022 to Oct 15, 2026 (4.1 years).
CCSO vs ZIG 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 4.1 years both funds cover.
CCSO vs ZIG Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and The Acquirers Fund ETF (ZIG) is an ETF from Acquirers Funds, LLC. Over the past year CCSO returned -5.45% while ZIG returned +10.31%. Year to date, CCSO is down 2.23% versus a gain of 8.11% for ZIG.
Over three years, CCSO compounded at +12.32% per year against +10.81% for ZIG. Across the full 4-year window we track, ZIG has the edge at +15.12% annualized vs +6.43%.
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 19.8% for ZIG. 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 -29.8% for ZIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCSO charges 0.35% per year while ZIG charges 0.75%. On a $10,000 position that is $35 vs $75 annually, a gap of $40 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 1.84% for ZIG.
Holdings Overlap
1.6% of CCSO's money is in holdings ZIG also owns. 0.1% of ZIG's money is in holdings CCSO also owns.
CCSO and ZIG share little of their money.
1 positions in common, counted across the 123 positions we hold weights for in CCSO and 32 in ZIG, against full books of 124 and 97.
What only one of them owns
Our book lists 31 positions for ZIG that do not appear in our book for CCSO (99.9% of the fund), and 91 for CCSO that do not appear in ZIG (83.9%).
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 ZIG | Difference |
|---|---|---|---|
| FGXXXFirst American Government Obligations Fund | 1.57% | 0.08% | 1.49% |
You are not choosing between two funds in isolation.
Whichever of CCSO and ZIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CCSO or ZIG?
CCSO has an expense ratio of 0.35% while ZIG charges 0.75%. CCSO is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, CCSO or ZIG?
Over the past year CCSO returned -5.45% vs +10.31% for ZIG, so ZIG leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +6.43% vs +15.12% for ZIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or ZIG?
CCSO has been the more volatile fund at 22.0% annualized versus 19.8% for ZIG. Worst drawdown: CCSO -23.7% vs ZIG -29.8%.
Should I hold both CCSO and ZIG?
CCSO and ZIG have a monthly-return correlation of 0.72, 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 ZIG?
1.6% of CCSO's money is in holdings ZIG also owns. 0.1% of ZIG's is in holdings CCSO also owns. They hold 1 positions in common, counted across the 123 positions we hold weights for in CCSO and 32 in ZIG.
Which pays a higher dividend, CCSO or ZIG?
CCSO yields 0.64% while ZIG yields 1.84%, so ZIG currently pays the higher dividend yield.
Is ZIG better than CCSO?
CCSO has a lower expense ratio. CCSO led over 3Y, ZIG over 1Y and the full window. ZIG is less concentrated, with 34.5% of the fund in its ten largest positions against 49.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.