Compare · 3 funds side by side · dividends reinvested

STRN, CCSO and IWF

STRNSmart×CCSOCarbon Collective×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

STRN, CCSO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

SMART Trend 25 ETFUnsorted0.59%0.17%+10.6%+11.3%[…][…]−15.6%27.7%$27M2.0

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%$44M2.0

Rank among the three1st → 3rdFee, 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: STRN 2025 · CCSO 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

SMART Trend 25 ETF · $27M[…]

STRN

CCSO

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

$10,000 five years ago, dividends reinvested · they hold 9.5% in common

STRNMeasureCCSO

+10.6%Year to dateJan 1 → Nov 5−0.1%

+11.3%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $15,325+15.3%

[…]5 years · per year[…]

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

0.17%Trailing 12-mo yield$17 · $63 a year on $10k0.63%

−15.6%Worst dropSmaller is better−19.6%

27.7%VolatilityLower is calmer23.0%

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

3–3Level

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

More Ways to See the Pairs

STRN vs CCSO: Top 5 Holdings

Today

STRN

30.9%in top 5

CCSO

in top 529.4%

STRNStockCCSO

7.3%SCCO5.4%

7.2%COFnot top 5

not top 5RSG6.6%

not top 5NUE6.2%

5.9%PLTRnot top 5

not top 5WM5.8%

not top 5JCI5.4%

5.3%APHnot top 5

5.1%TXNnot top 5

Held in common9.5%

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

STRN vs CCSO Returns, Every Period

SmartSTRN

+11.3%

past year

CCSOCarbon Collective

−3.0%

past year

STRNCCSOFaded: behind in that period

2–0STRN wins

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

Unsorted vs Stocks: STRN vs CCSO

YTD

SmartSTRN

+10.6%

CCSOCarbon Collective

−0.1%

+10.6%Year to date−0.1%

−15.6%Worst drop · 1Y−19.6%

27.7%Volatility · 1Y23.0%

0.2%Yield0.6%

$26.7MAssets$44.3M

2–2level

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

Cost, Income and Risk

Fees: STRN, CCSO, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CCSO0.35%$35

STRN0.59%$59

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

Yields: STRN, CCSO, IWF

0.63%highest, CCSO

FundTrailing yieldYield$10k

CCSO0.63%$63

IWF0.37%$37

STRN0.17%$17

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

Income After Fees on $10,000

$28most kept, CCSO

CCSO$63 − $35 = $28

IWF$37 − $18 = $19

STRN$17 − $59 = −$42

KeptFee

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

Overlap: STRN, CCSO, IWF

Today

11.1%most shared, STRN and IWF

STRNCCSOIWF

STRN—9.5%11.1%

CCSO9.5%—1.1%

IWF11.1%1.1%—

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

Return vs Bumpiness: 3 ETFs

+11.3%STRN, at 27.7% volatility

IWFWorst drop−15.6%18.3% vol

CCSOWorst drop−19.6%23.0% vol

STRNWorst drop−15.6%27.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CCSOSTRN

−0.1%Year to date+10.6%

0.6%Yield0.2%

−3.0%Past year+11.3%

0.35%Fee0.59%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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 5, 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 5, 2026