CCSO vs WELD

CCSO vs WELD

Which is better, CCSO or WELD?

WELD has been ahead.

CCSO has a lower expense ratio. WELD led over 1Y. CCSO is less concentrated, with 49.7% of the fund in its ten largest positions against 60.8%.

Lower Fees: CCSOHigher Returns (1Y): WELDLess 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

MetricCCSOWELD
Expense Ratio0.35%Best0.75%
AUM$45M$270M
Dividend Yield0.64%0.25%
Holdings12494
YTD Return-3.16%Best-16.87%
1Y Return-5.92%-
3Y Return (annualized)+11.97%-
Top 10 Weight49.7%Best60.8%
Fund FamilyCarbon Collective FundsTema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 19, 2022May 10, 2023

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

CCSO vs WELD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare CCSO against instead:CCSO vs SPYCCSO vs QQQCCSO vs VOOCCSO vs VTIWELD against:WELD vs VXUS

CCSO vs WELD Performance

Carbon Collective Climate Solutions US Equity ETF (CCSO) is an ETF from Carbon Collective Funds and Tema US Manufacturing & Reshoring ETF (WELD) is an ETF from Tema Global Limited. Year to date, CCSO is down 3.16% versus a loss of 16.87% for WELD.

Past performance does not guarantee future results.

Fees and Cost Over Time

CCSO charges 0.35% per year while WELD 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 0.25% for WELD.

Holdings Overlap

CCSO already in WELD2.8%
WELD already in CCSO0.7%

2.8% of CCSO's money is in holdings WELD also owns. 0.7% of WELD's money is in holdings CCSO also owns.

CCSO and WELD share little of their money.

1 positions in common, counted across the 123 positions we hold weights for in CCSO and 42 in WELD, against full books of 124 and 94.

What only one of them owns

Our book lists 8 positions for WELD that do not appear in our book for CCSO (41.1% of the fund), and 92 for CCSO that do not appear in WELD (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.

Top Shared Holdings

StockWeight in CCSOWeight in WELDDifference
ENLT:ILEnlight Renewable Energy Ltd - Common2.78%0.65%2.13%

You are not choosing between two funds in isolation.

Whichever of CCSO and WELD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CCSOWELD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CCSO or WELD?

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

What is the holdings overlap between CCSO and WELD?

2.8% of CCSO's money is in holdings WELD also owns. 0.7% of WELD's is in holdings CCSO also owns. They hold 1 positions in common, counted across the 123 positions we hold weights for in CCSO and 42 in WELD.

Which pays a higher dividend, CCSO or WELD?

CCSO yields 0.64% while WELD yields 0.25%, so CCSO currently pays the higher dividend yield.

Is WELD better than CCSO?

CCSO has a lower expense ratio. WELD led over 1Y. CCSO is less concentrated, with 49.7% of the fund in its ten largest positions against 60.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.