Compare · 2 funds side by side · dividends reinvested

CCSO and IWB

CCSOCarbon Collective×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

CCSO and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.0

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.63%+0.5%−4.0%+15.7%[…]−19.6%23.1%$45M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CCSO 2022 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $47.8B$17,090

IWB

CCSO

Carbon Collective Climate Solutions U.S. Equity ETF · $45M[…]

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IWBMeasureCCSO

+11.3%Year to dateJan 1 → Nov 3+0.5%

+11.6%1 yearTotal return−4.0%

+23.8%3 years · per year$10,000 became $18,957 · $15,480+15.7%

+11.3%5 years · per year$10,000 became $17,090 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.92%Trailing 12-mo yield$92 · $63 a year on $10k0.63%

−8.9%Worst dropSmaller is better−19.6%

12.8%VolatilityLower is calmer23.1%

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

7–0IWB wins

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

More Ways to See the Pairs

IWB vs CCSO: Top 5 Holdings

Today

IWB

25.2%in top 5

CCSO

in top 529.9%

IWBStockCCSO

7.1%AAPLnot top 5

6.8%NVDAnot top 5

not top 5RSG6.6%

not top 5NUE6.4%

not top 5WM5.8%

not top 5JCI5.6%

5.6%MSFTnot top 5

not top 5SCCO5.4%

3.3%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common1.4%

End-of-day Nov 3, 2026 · share of each fund

IWB vs CCSO Returns, Every Period

iSharesIWB

+11.6%

past year

CCSOCarbon Collective

−4.0%

past year

IWBCCSOFaded: behind in that period

3–0IWB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWB vs CCSO

YTD

iSharesIWB

+11.3%

CCSOCarbon Collective

+0.5%

+11.3%Year to date+0.5%

−8.9%Worst drop · 1Y−19.6%

12.8%Volatility · 1Y23.1%

0.9%Yield0.6%

$47.8BAssets$44.8M

4–0IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CCSO, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

CCSO0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CCSO, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

CCSO0.63%$63

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

CCSO$63 − $35 = $28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CCSO, IWB

Today

1.4%most shared, CCSO and IWB

CCSOIWB

CCSO—1.4%

IWB1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

CCSOWorst drop−19.6%23.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBCCSO

+11.3%Year to date+0.5%

0.9%Yield0.6%

+11.6%Past year−4.0%

0.15%Fee0.35%

4–0IWB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026