Compare · 2 funds side by side · dividends reinvested

EPU and CCSO

EPUiShares×CCSOCarbon Collective×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$34,154EPU · best of the two

02 / 04

EPU and CCSO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.06%+16.2%+35.8%+47.1%+27.8%−20.9%32.6%$507M1.4

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.63%−0.1%−3.0%+15.3%[…]−19.6%23.0%$44M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: EPU 2009 · CCSO 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Peru and Global Exposure ETF · $507M$34,154

EPU

CCSO

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

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

EPUMeasureCCSO

+16.2%Year to dateJan 1 → Nov 4−0.1%

+35.8%1 yearTotal return−3.0%

+47.1%3 years · per year$10,000 became $31,815 · $15,325+15.3%

+27.8%5 years · per year$10,000 became $34,154 · […][…]

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

2.06%Trailing 12-mo yield$206 · $63 a year on $10k0.63%

−20.9%Worst dropSmaller is better−19.6%

32.6%VolatilityLower is calmer23.0%

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

4–3EPU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPU vs CCSO: Top 5 Holdings

Today

EPU

57.4%in top 5

CCSO

in top 529.5%

EPUStockCCSO

24.1%BAPnot top 5

22.8%SCCO5.3%

not top 5RSG6.5%

not top 5NUE6.3%

not top 5JCI5.7%

not top 5WM5.7%

3.9%BVNnot top 5

3.5%HOC.Lnot top 5

3.0%ISA.CLnot top 5

Held in common5.3%

End-of-day Nov 4, 2026 · share of each fund

EPU vs CCSO Returns, Every Period

iSharesEPU

+35.8%

past year

CCSOCarbon Collective

−3.0%

past year

EPUCCSOFaded: behind in that period

3–0EPU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Stocks: EPU vs CCSO

YTD

iSharesEPU

+16.2%

CCSOCarbon Collective

−0.1%

+16.2%Year to date−0.1%

−20.9%Worst drop · 1Y−19.6%

32.6%Volatility · 1Y23.0%

2.1%Yield0.6%

$507MAssets$44.3M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPU, CCSO

Today

0.35%lowest, CCSO

FundExpense ratioFee$10k

CCSO0.35%$35

EPU0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EPU, CCSO

2.06%highest, EPU

FundTrailing yieldYield$10k

EPU2.06%$206

CCSO0.63%$63

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, EPU

EPU$206 − $59 = $147

CCSO$63 − $35 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EPU, CCSO

Today

5.3%most shared, EPU and CCSO

EPUCCSO

EPU—5.3%

CCSO5.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+35.8%EPU, at 32.6% volatility

CCSOWorst drop−19.6%23.0% vol

EPUWorst drop−20.9%32.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EPUCCSO

+16.2%Year to date−0.1%

2.1%Yield0.6%

+35.8%Past year−3.0%

0.59%Fee0.35%

3–1EPU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026