CCSO vs GGM
Carbon Collective Climate Solutions US Equity ETF vs GGM Macro Alignment ETF
Which is better, CCSO or GGM?
Each has led over a different period.
CCSO has a lower expense ratio. CCSO led over 3Y and the full window, GGM over 1Y.
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 | GGM |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.94% |
| AUM | $45M | $20M |
| Dividend Yield | 0.64% | 1.40% |
| Holdings | 124 | 10 |
| YTD Return | -3.16% | +11.45%Best |
| 1Y Return | -5.92% | +13.37%Best |
| 3Y Return (annualized) | +11.97%Best | +8.70% |
| Volatility (annualized) | 20.9% | 11.2%Best |
| Max Drawdown | -22.8% | -19.7%Best |
| $10,000 over 3 years | $13,617Best | $12,660 |
| Top 10 Weight | 49.7% | - |
| Fund Family | Carbon Collective Funds | GGM Wealth Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | Sep 25, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 27, 2023 to Oct 14, 2026 (3 years).
CCSO vs GGM 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 3 years both funds cover.
CCSO vs GGM Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and GGM Macro Alignment ETF (GGM) is an ETF from GGM Wealth Advisors. Over the past year CCSO returned -5.92% while GGM returned +13.37%. Year to date, CCSO is down 3.16% versus a gain of 11.45% for GGM.
Over three years, CCSO compounded at +11.97% per year against +8.70% for GGM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSO has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 11.2% for GGM. 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 -19.7% for GGM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CCSO charges 0.35% per year while GGM charges 0.94%. On a $10,000 position that is $35 vs $94 annually, a gap of $59 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 1.40% for GGM.
Holdings Overlap
We hold position weights for 123 holdings in CCSO and 5 in GGM, totalling 100.0% and 98.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 123 positions we hold weights for in CCSO and 5 in GGM, against full books of 124 and 10.
What only one of them owns
Our book lists 5 positions for GGM that do not appear in our book for CCSO (98.8% of the fund), and 92 for CCSO that do not appear in GGM (85.4%).
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.
You are not choosing between two funds in isolation.
Whichever of CCSO and GGM 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 GGM?
CCSO has an expense ratio of 0.35% while GGM charges 0.94%. CCSO is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, CCSO or GGM?
Over the past year CCSO returned -5.92% vs +13.37% for GGM, so GGM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or GGM?
CCSO has been the more volatile fund at 20.9% annualized versus 11.2% for GGM. Worst drawdown: CCSO -22.8% vs GGM -19.7%.
Should I hold both CCSO and GGM?
CCSO and GGM have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CCSO or GGM?
CCSO yields 0.64% while GGM yields 1.40%, so GGM currently pays the higher dividend yield.
Is GGM better than CCSO?
CCSO has a lower expense ratio. CCSO led over 3Y and the full window, GGM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.