Compare · 3 funds side by side · dividends reinvested

CCSO, DFAC and VUG

CCSOCarbon Collective×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

CCSO, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.66%−4.4%−4.5%+13.4%[…]−21.6%23.2%$44M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CCSO 2022 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Carbon Collective Climate Solutions U.S. Equity ETF · $44M[…]

CCSO

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

CCSOMeasureDFAC

−4.4%Year to dateJan 1 → Nov 5+11.2%

−4.5%1 yearTotal return+14.3%

+13.4%3 years · per year$10,000 became $14,569 · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

0.35%Expense ratio$35 · $21 a year on $10k · lower is better0.21%

0.66%Trailing 12-mo yield$66 · $90 a year on $10k0.90%

−21.6%Worst dropSmaller is better−8.5%

23.2%VolatilityLower is calmer12.9%

CCSODFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7DFAC wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CCSO vs DFAC: Top 5 Holdings

Today

CCSO

29.4%in top 5

DFAC

in top 520.5%

CCSOStockDFAC

6.6%RSGnot top 5

6.2%NUEnot top 5

5.8%WMnot top 5

not top 5AAPL5.8%

5.4%SCCOnot top 5

5.4%JCInot top 5

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.7%

End-of-day Nov 5, 2026 · share of each fund

CCSO vs DFAC Returns, Every Period

Carbon CollectiveCCSO

−4.5%

past year

DFACDimensional

+14.3%

past year

CCSODFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CCSO vs DFAC

YTD

Carbon CollectiveCCSO

−4.4%

DFACDimensional

+11.2%

−4.4%Year to date+11.2%

−21.6%Worst drop · 1Y−8.5%

23.2%Volatility · 1Y12.9%

0.7%Yield0.9%

$44.3MAssets$89.2B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CCSO, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CCSO0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CCSO, DFAC, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

CCSO0.66%$66

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

CCSO$66 − $35 = $31

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CCSO, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

CCSODFACVUG

CCSO—1.7%1.0%

DFAC1.7%—36.2%

VUG1.0%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

CCSOWorst drop−21.6%23.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACVUG

+11.2%Year to date+0.5%

0.9%Yield0.4%

+14.3%Past year−0.6%

0.21%Fee0.03%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026