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Save view, at the bottom, keeps this one here $7.4B
DFSD and CCSB · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.1%+1.0%−0.9%+0.4%+0.9%——+9.1%
Peer average0.0%+0.6%−0.2%+1.5%+2.2%+16.2%+16.8%—
S&P 500 · VOO+1.3%−2.4%−2.1%+12.3%+12.8%+81.3%+75.3%+822.8%
Carbon Collective CCSB and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
Public ServicePublic Service of Oklahoma 2.2% 08/15/20314.4%
HA Sustainab4.3%
First Americ4.2%
Wisconsin Po4.2%
Boston Prope4.0%
Mizuho Finan3.9%
Microsoft Co3.6%
Dominion Ene3.6%
ING Bank NV 3.5%
Southern Cop3.4%
New York Sta3.4%
NXP BV / NXP3.2%
HA Sustainab2.9%
Brookfield F2.9%
Micron Techn2.8%
Equinix Inc 2.5%
Duke Energy 2.5%
HP Inc 2.65%2.4%
WP Carey Inc2.2%
DTE Electric2.0%
Cash & Other2.0%
RWE Finance 1.8%
Other
Public Servi4.4%HA Sustainab4.3%First Americ4.2%Wisconsin Po4.2%Boston Prope4.0%Mizuho Finan3.9%Microsoft Co3.6%Dominion Ene3.6%ING Bank NV 3.5%Southern Cop3.4%New York Sta3.4%NXP BV / NXP3.2%Other
Carbon Collective CCSB · 10 holdings · tile size = share of the fund · as of Nov 11, 2026
+2.9%
+2.9%
$3.7B
Capital Group Short Duration Income
+1.1%
+1.1%
$2.9B
Neuberger Berman Short Duration Income
+1.6%
+1.6%
$1.8B
Eaton Vance Short Duration Income
+1.1%
+1.1%
$1.6B
Short Duration Bond
+1.1%
+1.1%
$1.0B
Avantis Short-Term Fixed Income
+0.7%
+0.7%
$638M
SLW Short Duration Income
+2.9%
+2.9%
$400M
American Century Short Duration Strategic Income
+1.8%
+1.8%
$353M
Columbia Short Duration Bond
+0.9%
+0.9%
$298M
PGIM Short Duration Multi-Secto
+1.2%
+1.2%
$277M
BondBloxx IR+M Tax-Aware Short Duration
+1.9%
+1.9%
$271M
Alliance Bernstein - AB Short Duration Income
+1.1%
+1.1%
$191M
Cohen & Steers Short Duration Preferred and Income Active
+3.0%
+3.0%
$69.6M
MFS Active Short Duration Income
new
new
$35.2M
Short-Term · current AUM · as of Nov 11, 2026
0.0%
+2.9%
+3.6%
$3.7B
Capital Group Short Duration Income ETF
−0.1%
+1.1%
+2.0%
$2.9B
Neuberger Berman Short Duration Income ETF
0.0%
+1.6%
+2.5%
$1.8B
Carbon Collective Short Duration Green Bond ETF
+0.1%
+0.4%
+0.9%
$27.7M
#16 of 16 this year · #20 cheapest of 20 · sorted by assets
CCSB and its peer group · total return · as of Nov 11, 2026
2
HA Sus
HA Sustainable Infrastructure Capital 6.15% 01/15/2031
4.35%
3First First American Government Obligations Fund 12/01/20314.21%
4WisconWisconsin Power and Light 3.95% 09/01/20324.18%
5BostonBoston Properties LP 2.55% 04/01/20323.99%
6MizuhoMizuho Financial Group 3.261% 05/22/20303.94%
7MicrosMicrosoft 4.2725% 11/03/20283.61%
8DominiDominion Energy 2.25% 08/15/20313.59%
9ING BaING Bank 4.711% 07/07/20313.51%
10SoutheSouthern Copper 5.35% 06/24/20363.44%
Carbon Collective CCSB · weight in the fund · as of Nov 11, 2026
Public ServicePublic Service of Oklahoma 2.2% 08/15/20314.4%HA Sustainab4.3%First Americ4.2%Wisconsin Po4.2%Boston Prope4.0%Mizuho Finan3.9%Microsoft Co3.6%Dominion Ene3.6%ING Bank NV 3.5%Southern Cop3.4%New York Sta3.4%NXP BV / NXP3.2%HA Sustainab2.9%Brookfield F2.9%Micron Techn2.8%Equinix Inc 2.5%Duke Energy 2.5%HP Inc 2.65%2.4%WP Carey Inc2.2%DTE Electric2.0%Cash & Other2.0%RWE Finance 1.8%Other
Public Servi4.4%HA Sustainab4.3%First Americ4.2%Wisconsin Po4.2%Boston Prope4.0%Mizuho Finan3.9%
Carbon Collective CCSB · 10 holdings · tile size = share of the fund · as of Nov 11, 2026
DFSD and CCSB · year-to-date · as of Nov 11, 2026 · AUM not scored
CCSBAvsBPeer average
1D+0.1%0.0%
1M+1.0%+0.6%
3M−0.9%−0.2%
YTD+0.4%+1.5%
1Y+0.9%+2.2%
3Y[…]+16.2%
5Y[…]+16.8%
2–3Peer average wins
19 Short-term peers · each row scaled to its leader
Microsoft Co3.6%
Dominion Ene3.6%
ING Bank NV 3.5%
Southern Cop3.4%
New York Sta3.4%
NXP BV / NXP3.2%
Other