CCSO vs SVOL
Carbon Collective Climate Solutions US Equity ETF vs Simplify Volatility Premium ETF
Which is better, CCSO or SVOL?
Each has led over a different period.
CCSO has a lower expense ratio. CCSO led over 3Y, SVOL over 1Y and the full window.
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 | SVOL |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.66% |
| AUM | $45M | $530M |
| Dividend Yield | 0.64% | 21.23% |
| Holdings | 124 | 109 |
| YTD Return | -3.16% | +11.39%Best |
| 1Y Return | -5.92% | +17.01%Best |
| 3Y Return (annualized) | +11.97%Best | +8.93% |
| 5Y Return (annualized) | - | +7.72% |
| Volatility (annualized) | 22.0% | 12.8%Best |
| Max Drawdown | -23.7%Best | -33.5% |
| $10,000 over 4.1 years | $12,787 | $15,897Best |
| Fund Family | Carbon Collective Funds | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2022 | May 12, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 20, 2022 to Oct 14, 2026 (4.1 years).
CCSO vs SVOL 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 4.1 years both funds cover.
CCSO vs SVOL Performance
Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Over the past year CCSO returned -5.92% while SVOL returned +17.01%. Year to date, CCSO is down 3.16% versus a gain of 11.39% for SVOL.
Over three years, CCSO compounded at +11.97% per year against +8.93% for SVOL. Across the full 4-year window we track, SVOL has the edge at +11.97% annualized vs +6.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CCSO has been the more volatile fund, with annualized monthly volatility of 22.0% compared with 12.8% for SVOL. 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 -33.5% for SVOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CCSO charges 0.35% per year while SVOL charges 0.66%. On a $10,000 position that is $35 vs $66 annually, a gap of $31 per year that compounds over a long holding period. On income, CCSO currently yields 0.64% against 21.23% for SVOL.
Holdings Overlap
We hold position weights for 123 holdings in CCSO and 10 in SVOL, totalling 100.0% and 48.8% 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 10 in SVOL, against full books of 124 and 109.
You are not choosing between two funds in isolation.
Whichever of CCSO and SVOL 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 SVOL?
CCSO has an expense ratio of 0.35% while SVOL charges 0.66%. CCSO is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, CCSO or SVOL?
Over the past year CCSO returned -5.92% vs +17.01% for SVOL, so SVOL leads on 1-year performance. Over the longest common window we track (4 years), CCSO annualized +6.18% vs +11.97% for SVOL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCSO or SVOL?
CCSO has been the more volatile fund at 22.0% annualized versus 12.8% for SVOL. Worst drawdown: CCSO -23.7% vs SVOL -33.5%.
Should I hold both CCSO and SVOL?
CCSO and SVOL have a monthly-return correlation of 0.43, 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 SVOL?
CCSO yields 0.64% while SVOL yields 21.23%, so SVOL currently pays the higher dividend yield.
Is SVOL better than CCSO?
CCSO has a lower expense ratio. CCSO led over 3Y, SVOL over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.