CCSO vs RSHO

CCSO vs RSHO

Which is better, CCSO or RSHO?

RSHO has been ahead.

CCSO has a lower expense ratio. RSHO led over 1Y and the full window. CCSO is less concentrated, with 49.7% of the fund in its ten largest positions against 61.1%.

Lower Fees: CCSOHigher Returns: RSHOLess Concentrated: CCSO

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

MetricCCSORSHO
Expense Ratio0.35%Best0.75%
AUM$45M$302M
Dividend Yield0.64%0.23%
Holdings12425
Volatility (annualized)22.3%Best22.6%
Max Drawdown-23.7%Best-27.3%
$10,000 over 3.1 years$16,192$24,965Best
Top 10 Weight49.7%Best61.1%
Fund FamilyCarbon Collective FundsTema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 19, 2022May 11, 2023

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 119 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CCSO has data through Oct 15, 2026 and RSHO through Jun 18, 2026.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: May 11, 2023 to Jun 18, 2026 (3.1 years).

Compare CCSO against instead:CCSO vs SPYCCSO vs QQQCCSO vs VOOCCSO vs VTIRSHO against:RSHO vs VXUS

Risk: Volatility and Drawdowns

RSHO has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 22.3% for CCSO. 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 -27.3% for RSHO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CCSO charges 0.35% per year while RSHO charges 0.75%. On a $10,000 position that is $35 vs $75 annually, a gap of $40 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 0.23% for RSHO.

Holdings Overlap

We hold position weights for 123 holdings in CCSO and 24 in RSHO, totalling 100.0% and 99.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 154 days apart, CCSO as of Oct 1, 2026 and RSHO as of Apr 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 123 positions we hold weights for in CCSO and 24 in RSHO, against full books of 124 and 25.

What only one of them owns

Our book lists 22 positions for RSHO that do not appear in our book for CCSO (91.7% of the fund), and 92 for CCSO that do not appear in RSHO (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 RSHO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CCSORSHO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CCSO or RSHO?

CCSO has an expense ratio of 0.35% while RSHO charges 0.75%. CCSO is the cheaper option, by $40 a year on a $10,000 investment.

Which is riskier, CCSO or RSHO?

RSHO has been the more volatile fund at 22.6% annualized versus 22.3% for CCSO. Worst drawdown: CCSO -23.7% vs RSHO -27.3%.

Should I hold both CCSO and RSHO?

CCSO and RSHO have a monthly-return correlation of 0.84, 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 RSHO?

CCSO yields 0.64% while RSHO yields 0.23%, so CCSO currently pays the higher dividend yield.

Is RSHO better than CCSO?

CCSO has a lower expense ratio. RSHO led over 1Y and the full window. CCSO is less concentrated, with 49.7% of the fund in its ten largest positions against 61.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.