CCSO vs EDGU
Carbon Collective Climate Solutions US Equity ETF vs 3EDGE Dynamic US Equity ETF
Which is better, CCSO or EDGU?
EDGU has been ahead.
CCSO has a lower expense ratio. EDGU led over 1Y and the full window. CCSO is less concentrated, with 49.7% of the fund in its ten largest positions against 94.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CCSO | EDGU |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.91% |
| AUM | $45M | $101M |
| Dividend Yield | 0.64% | 0.69% |
| Holdings | 124 | 30 |
| YTD Return | -3.16% | +11.37%Best |
| 1Y Return | -5.92% | +14.59%Best |
| 3Y Return (annualized) | +11.97% | - |
| Volatility (annualized) | 19.3% | 12.3%Best |
| Max Drawdown | -22.8% | -17.6%Best |
| $10,000 over 2 years | $12,045 | $12,796Best |
| Top 10 Weight | 49.7%Best | 94.6% |
| Fund Family | Carbon Collective Funds | 3 EDGE Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | Oct 3, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 3, 2024 to Oct 14, 2026 (2 years).
CCSO vs EDGU growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
CCSO vs EDGU Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and 3EDGE Dynamic US Equity ETF (EDGU) is an ETF from 3 EDGE Asset Management. Over the past year CCSO returned -5.92% while EDGU returned +14.59%. Year to date, CCSO is down 3.16% versus a gain of 11.37% for EDGU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSO has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 12.3% for EDGU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.8% for CCSO and -17.6% for EDGU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCSO charges 0.35% per year while EDGU charges 0.91%. On a $10,000 position that is $35 vs $91 annually, a gap of $56 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 0.69% for EDGU.
Holdings Overlap
1.6% of CCSO's money is in holdings EDGU also owns. 0.6% of EDGU's money is in holdings CCSO also owns.
CCSO and EDGU share little of their money.
1 positions in common, counted across the 123 positions we hold weights for in CCSO and 14 in EDGU, against full books of 124 and 30.
What only one of them owns
Our book lists 13 positions for EDGU that do not appear in our book for CCSO (99.4% of the fund), and 91 for CCSO that do not appear in EDGU (83.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CCSO | Weight in EDGU | Difference |
|---|---|---|---|
| FGXXXFirst American Government Obligations Fund | 1.57% | 0.63% | 0.94% |
You are not choosing between two funds in isolation.
Whichever of CCSO and EDGU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CCSO or EDGU?
CCSO has an expense ratio of 0.35% while EDGU charges 0.91%. CCSO is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, CCSO or EDGU?
Over the past year CCSO returned -5.92% vs +14.59% for EDGU, so EDGU leads on 1-year performance. Over the longest common window we track (2 years), CCSO annualized +9.75% vs +13.12% for EDGU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or EDGU?
CCSO has been the more volatile fund at 19.3% annualized versus 12.3% for EDGU. Worst drawdown: CCSO -22.8% vs EDGU -17.6%.
Should I hold both CCSO and EDGU?
CCSO and EDGU have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CCSO and EDGU?
1.6% of CCSO's money is in holdings EDGU also owns. 0.6% of EDGU's is in holdings CCSO also owns. They hold 1 positions in common, counted across the 123 positions we hold weights for in CCSO and 14 in EDGU.
Which pays a higher dividend, CCSO or EDGU?
CCSO yields 0.64% while EDGU yields 0.69%, so EDGU currently pays the higher dividend yield.
Is EDGU better than CCSO?
CCSO has a lower expense ratio. EDGU led over 1Y and the full window. CCSO is less concentrated, with 49.7% of the fund in its ten largest positions against 94.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.