CCSO vs MEDX
Carbon Collective Climate Solutions US Equity ETF vs Horizon Kinetics Medical ETF
Which is better, CCSO or MEDX?
Each has led over a different period.
CCSO has a lower expense ratio. CCSO led over 3Y and the full window, MEDX 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 | MEDX |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.85% |
| AUM | $45M | $16M |
| Dividend Yield | 0.64% | 1.16% |
| Holdings | 124 | 68 |
| YTD Return | -2.23% | +8.66%Best |
| 1Y Return | -5.45% | +15.44%Best |
| 3Y Return (annualized) | +12.32%Best | +10.34% |
| Volatility (annualized) | 21.3% | 14.2%Best |
| Max Drawdown | -23.7% | -21.6%Best |
| $10,000 over 3.7 years | $13,073Best | $12,836 |
| Fund Family | Carbon Collective Funds | Horizon Kinetics LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | Jan 27, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 31, 2023 to Oct 15, 2026 (3.7 years).
CCSO vs MEDX 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 3.7 years both funds cover.
CCSO vs MEDX Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and Horizon Kinetics Medical ETF (MEDX) is an ETF from Horizon Kinetics LLC. Over the past year CCSO returned -5.45% while MEDX returned +15.44%. Year to date, CCSO is down 2.23% versus a gain of 8.66% for MEDX.
Over three years, CCSO compounded at +12.32% per year against +10.34% for MEDX. Across the full 4-year window we track, CCSO has the edge at +7.51% annualized vs +6.98%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSO has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 14.2% for MEDX. 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 -23.7% for CCSO and -21.6% for MEDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.24. They move largely independently of each other.
Fees and Cost Over Time
CCSO charges 0.35% per year while MEDX charges 0.85%. On a $10,000 position that is $35 vs $85 annually, a gap of $50 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 1.16% for MEDX.
Holdings Overlap
We hold position weights for 123 holdings in CCSO and 31 in MEDX, totalling 100.0% and 91.6% 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 31 in MEDX, against full books of 124 and 68.
You are not choosing between two funds in isolation.
Whichever of CCSO and MEDX 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 MEDX?
CCSO has an expense ratio of 0.35% while MEDX charges 0.85%. CCSO is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, CCSO or MEDX?
Over the past year CCSO returned -5.45% vs +15.44% for MEDX, so MEDX leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +7.51% vs +6.98% for MEDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or MEDX?
CCSO has been the more volatile fund at 21.3% annualized versus 14.2% for MEDX. Worst drawdown: CCSO -23.7% vs MEDX -21.6%.
Should I hold both CCSO and MEDX?
CCSO and MEDX have a monthly-return correlation of 0.24, 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 MEDX?
CCSO yields 0.64% while MEDX yields 1.16%, so MEDX currently pays the higher dividend yield.
Is MEDX better than CCSO?
CCSO has a lower expense ratio. CCSO led over 3Y and the full window, MEDX over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.