CCSO vs LGDX
Carbon Collective Climate Solutions US Equity ETF vs Intech S&P Large Cap Diversified Alpha ETF
Which is better, CCSO or LGDX?
LGDX has been ahead.
LGDX has a lower expense ratio. LGDX led over 1Y and the full window. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 49.7%.
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 | LGDX |
|---|---|---|
| Expense Ratio | 0.35% | 0.25%Best |
| AUM | $45M | $147M |
| Dividend Yield | 0.64% | 0.47% |
| Holdings | 124 | 590 |
| YTD Return | -3.16% | +11.53%Best |
| 1Y Return | -5.92% | +14.44%Best |
| 3Y Return (annualized) | +11.97% | - |
| Volatility (annualized) | 18.5% | 12.5%Best |
| Max Drawdown | -18.4% | -15.8%Best |
| $10,000 over 1.6 years | $12,268 | $12,640Best |
| Top 10 Weight | 49.7% | 37.6%Best |
| Fund Family | Carbon Collective Funds | Intech ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | Mar 1, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 28, 2025 to Oct 14, 2026 (1.6 years).
CCSO vs LGDX 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 1.6 years both funds cover.
CCSO vs LGDX Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF. Over the past year CCSO returned -5.92% while LGDX returned +14.44%. Year to date, CCSO is down 3.16% versus a gain of 11.53% for LGDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSO has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 12.5% for LGDX. 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 -18.4% for CCSO and -15.8% for LGDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CCSO charges 0.35% per year while LGDX charges 0.25%. On a $10,000 position that is $35 vs $25 annually, a gap of $10 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 0.47% for LGDX.
Holdings Overlap
20.0% of CCSO's money is in holdings LGDX also owns. 1.6% of LGDX's money is in holdings CCSO also owns.
CCSO and LGDX share little of their money.
5 positions in common, counted across the 123 positions we hold weights for in CCSO and 295 in LGDX, against full books of 124 and 590.
What only one of them owns
Our book lists 286 positions for LGDX that do not appear in our book for CCSO (97.9% of the fund), and 87 for CCSO that do not appear in LGDX (65.5%).
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 LGDX 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 LGDX?
CCSO has an expense ratio of 0.35% while LGDX charges 0.25%. LGDX is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, CCSO or LGDX?
Over the past year CCSO returned -5.92% vs +14.44% for LGDX, so LGDX leads on 1-year performance. Over the longest common window we track (2 years), CCSO annualized +13.63% vs +15.77% for LGDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or LGDX?
CCSO has been the more volatile fund at 18.5% annualized versus 12.5% for LGDX. Worst drawdown: CCSO -18.4% vs LGDX -15.8%.
Should I hold both CCSO and LGDX?
CCSO and LGDX have a monthly-return correlation of 0.75, 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 LGDX?
20.0% of CCSO's money is in holdings LGDX also owns. 1.6% of LGDX's is in holdings CCSO also owns. They hold 5 positions in common, counted across the 123 positions we hold weights for in CCSO and 295 in LGDX.
Which pays a higher dividend, CCSO or LGDX?
CCSO yields 0.64% while LGDX yields 0.47%, so CCSO currently pays the higher dividend yield.
Is LGDX better than CCSO?
LGDX has a lower expense ratio. LGDX led over 1Y and the full window. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 49.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.