Compare · 2 funds side by side · dividends reinvested

CCSO and VTV

CCSOCarbon Collective×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

CCSO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

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%$44M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

CCSO

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

CCSOMeasureVTV

−4.4%Year to dateJan 1 → Nov 5+19.0%

−4.5%1 yearTotal return+24.0%

+13.4%3 years · per year$10,000 became $14,569 · $17,832+21.3%

[…]5 years · per year$10,000 became […] · $17,626+12.0%

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

0.66%Trailing 12-mo yield$66 · $186 a year on $10k1.86%

−21.6%Worst dropSmaller is better−6.4%

23.2%VolatilityLower is calmer10.7%

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

0–7VTV 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 VTV: Top 5 Holdings

Today

CCSO

29.4%in top 5

VTV

in top 515.8%

CCSOStockVTV

6.6%RSGnot top 5

6.2%NUEnot top 5

5.8%WMnot top 5

5.4%SCCOnot top 5

5.4%JCInot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common1.5%

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

CCSO vs VTV Returns, Every Period

Carbon CollectiveCCSO

−4.5%

past year

VTVVanguard

+24.0%

past year

CCSOVTVFaded: behind in that period

0–3VTV wins

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

CCSO vs VTV

YTD

Carbon CollectiveCCSO

−4.4%

VTVVanguard

+19.0%

−4.4%Year to date+19.0%

−21.6%Worst drop · 1Y−6.4%

23.2%Volatility · 1Y10.7%

0.7%Yield1.9%

$44.3MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: CCSO, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

CCSO0.35%$35

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

Yields: CCSO, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

CCSO0.66%$66

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

CCSO$66 − $35 = $31

KeptFee

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

Overlap: CCSO, VTV

Today

1.5%most shared, CCSO and VTV

CCSOVTV

CCSO—1.5%

VTV1.5%—

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

Return vs Bumpiness: 2 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% 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

VTVCCSO

+19.0%Year to date−4.4%

1.9%Yield0.7%

+24.0%Past year−4.5%

0.03%Fee0.35%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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