Compare · 3 funds side by side · dividends reinvested

CCSO, VO and VUG

CCSOCarbon Collective×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

CCSO, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.65%−2.8%−5.1%+13.5%[…]−21.6%23.2%$42M2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: CCSO 2022 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Carbon Collective Climate Solutions U.S. Equity ETF · $42M[…]

CCSO

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

CCSOMeasureVO

−2.8%Year to dateJan 1 → Nov 6+10.6%

−5.1%1 yearTotal return+11.6%

+13.5%3 years · per year$10,000 became $14,630 · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $139 a year on $10k1.39%

−21.6%Worst dropSmaller is better−8.2%

23.2%VolatilityLower is calmer12.9%

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

0–7VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CCSO vs VO: Top 5 Holdings

Today

CCSO

29.6%in top 5

in top 55.3%

CCSOStockVO

7.0%RSGnot top 5

6.1%WMnot top 5

5.9%NUEnot top 5

5.3%SCCOnot top 5

5.3%JCInot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common3.6%

End-of-day Nov 6, 2026 · share of each fund

CCSO vs VO Returns, Every Period

Carbon CollectiveCCSO

−5.1%

past year

VOVanguard

+11.6%

past year

CCSOVOFaded: behind in that period

0–3VO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CCSO vs VO

YTD

Carbon CollectiveCCSO

−2.8%

VOVanguard

+10.6%

−2.8%Year to date+10.6%

−21.6%Worst drop · 1Y−8.2%

23.2%Volatility · 1Y12.9%

0.7%Yield1.4%

$42.2MAssets$103B

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CCSO, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

CCSO0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CCSO, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

CCSO0.65%$65

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

CCSO$65 − $35 = $30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CCSO, VO, VUG

Today

10.2%most shared, VO and VUG

CCSOVOVUG

CCSO—3.6%1.0%

VO3.6%—10.2%

VUG1.0%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

VUGWorst drop−15.1%19.0% vol

CCSOWorst drop−21.6%23.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOVUG

+10.6%Year to date+1.4%

1.4%Yield0.4%

+11.6%Past year+0.2%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026