Compare · 3 funds side by side · dividends reinvested

IWB, CCSO and VUG

IWBiShares×CCSOCarbon Collective×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,575IWB · best of the three

02 / 04

IWB, CCSO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

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: IWB 2000 · CCSO 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,575

IWB

CCSO

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

IWBMeasureCCSO

+8.5%Year to dateJan 1 → Nov 6−2.8%

+9.6%1 yearTotal return−5.1%

+21.6%3 years · per year$10,000 became $17,966 · $14,630+13.5%

+10.6%5 years · per year$10,000 became $16,575 · […][…]

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

0.95%Trailing 12-mo yield$95 · $65 a year on $10k0.65%

−8.9%Worst dropSmaller is better−21.6%

13.6%VolatilityLower is calmer23.2%

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

7–0IWB wins

End-of-day Nov 6, 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

25.6%in top 5

CCSO

in top 529.6%

IWBStockCCSO

7.1%AAPLnot top 5

not top 5RSG7.0%

6.6%NVDAnot top 5

not top 5WM6.1%

not top 5NUE5.9%

5.8%MSFTnot top 5

not top 5SCCO5.3%

not top 5JCI5.3%

3.6%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common1.3%

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

IWB vs CCSO Returns, Every Period

iSharesIWB

+9.6%

past year

CCSOCarbon Collective

−5.1%

past year

IWBCCSOFaded: behind in that period

3–0IWB wins

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

IWB vs CCSO

YTD

iSharesIWB

+8.5%

CCSOCarbon Collective

−2.8%

+8.5%Year to date−2.8%

−8.9%Worst drop · 1Y−21.6%

13.6%Volatility · 1Y23.2%

0.9%Yield0.7%

$46.6BAssets$42.2M

4–0IWB wins

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

Cost, Income and Risk

Fees: IWB, CCSO, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

CCSO0.35%$35

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

Yields: IWB, CCSO, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

CCSO0.65%$65

VUG0.42%$42

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$42 − $3 = $39

CCSO$65 − $35 = $30

KeptFee

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

Overlap: IWB, CCSO, VUG

Today

52.0%most shared, IWB and VUG

IWBCCSOVUG

IWB—1.3%52.0%

CCSO1.3%—1.0%

VUG52.0%1.0%—

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

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% 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

IWBVUG

+8.5%Year to date+1.4%

0.9%Yield0.4%

+9.6%Past year+0.2%

0.15%Fee0.03%

3–1IWB 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