Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

CCSO vs VCLN: which is really different?

CCSO and VCLN hold 9% of their weight in the same names, and VCLN returned more over the year.

Carbon Collective Climate Solutions U.S. Equity ETF and Virtus Duff & Phelps Clean Energy ETF.

47.7%CCSO in the S&P 500
14.1%VCLN in the S&P 500
+2.9%CCSO total return, 1 year
+23.6%VCLN total return, 1 year

ETFIQ Off-Index Score: VCLN scores higher

How much of it is not the index it is sold as an alternative to?

CCSO 57.4VCLN 59.60.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

CCSO52% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
48%52%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 99% · top ten 53% of the fund · 119 holdings filed Apr 30, 2026 · Nasdaq-100: 0% in48%52%in the S&P 500outside the S&P 500active share 99% · top ten 53% of the fund
VCLN86% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
14%86%in the S&P 500of its weight outside the S&P 500active share 99% · top ten 49% of the fund · 41 holdings filed Apr 30, 2026 · Nasdaq-100: 2% in14%86%inof its weight outside the S&P 500active share 99% · top ten 49% of the fund

9% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, CCSO and VCLN hold 9% of their money in the same securities at the same weight.

Positions CCSO and VCLN both hold, largest shared weight first
HoldingCCSOVCLN
First Solar Inc1.73%6.48%
Nextpower Inc1.35%7.04%
GE Vernova Inc7.71%1.34%
Hubbell Inc2.17%1.22%
Cameco Corp4.30%1.04%
Clearway Energy Inc0.70%4.10%
Ormat Technologies Inc0.56%1.81%
Enphase Energy Inc0.35%3.14%
Plug Power Inc0.34%3.34%
SolarEdge Technologies Inc0.20%1.50%
Array Technologies Inc0.10%0.55%
Only in each
Only in CCSOOnly in VCLN
Quanta Services Inc 7.55%BLOOM ENERGY CORP 9.30%
Johnson Controls International 6.04%CHINA YANGTZE POWER CO LTD 5.55%
Southern Copper Corp 5.98%IBERDROLA SA 3.65%
Carrier Global Corp 5.17%VESTAS WIND SYSTEMS A/S 3.60%
Waste Management Inc 4.79%EDP SA 3.00%
Republic Services Inc 4.21%CERES POWER HOLDINGS PLC 2.91%
Nucor Corp 4.13%PRYSMIAN SPA 2.80%
Waste Connections Inc 3.52%MAIRE SPA 2.66%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026.

Performance, window by window

CCSO and VCLN over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
CCSOVCLNCCSOVCLNCCSOVCLN
3 months−11.4%−14.7%−13.6 pts−16.9 pts−8.9 pts−12.2 pts
6 months0.0%+2.3%−18.0 pts−15.8 pts−24.2 pts−22.0 pts
1 year+2.9%+23.6%−13.6 pts+7.1 pts−18.8 pts+1.9 pts
3 years+34.9%+59.4%−43.5 pts−19.0 pts−63.3 pts−38.8 pts
Since launch+30.7%+14.2%−78.2 pts−72.0 pts−124.9 pts−88.2 pts
Open the live comparison on ETFIQ
CCSO and VCLN on the same fields, as of Sep 18, 2026. Source: ETFIQ.
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
Holds 119 stocks in clean energy, 48% of its weight in S&P 500 companies
VCLN
Virtus Duff & Phelps Clean Energy ETF
Holds 41 stocks in clean energy, 14% of its weight in S&P 500 companies
IssuerCarbon CollectiveVirtus
ThemeClean energyClean energy
In the S&P 50047.7%14.1%
Active share vs the S&P 50098.7%98.9%
In the Nasdaq-1000.0%1.7%
Holdings11941
Top ten, share of the fund53.4%49.2%
Expense ratio0.35%0.59%
Fee for the differing part0.35%0.60%
Total return, 1 year+2.9%+23.6%
vs the S&P 500−13.6 pts+7.1 pts
vs the Nasdaq-100−18.8 pts+1.9 pts
Below its high−16.4%−22.6%
Net assets$47m$6m

CCSO in plain words

By weight, 48% of CCSO's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 53% of the fund across 119 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned +2.9% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 13.6 pts. It sits 16.4% below its all-time high of Jun 2, 2026.

VCLN in plain words

By weight, 14% of VCLN's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 49% of the fund across 41 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned +23.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 7.1 pts. It sits 22.6% below its all-time high of Jun 2, 2026.

Questions people ask

Do CCSO and VCLN hold the same stocks?
By their latest filings, 9% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, CCSO or VCLN?
CCSO has 48% of its weight in S&P 500 names and VCLN has 14%, so VCLN differs more from the index.
Which is cheaper, CCSO or VCLN?
CCSO charges 0.35% a year and VCLN charges 0.59%, so CCSO is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

CCSO against VCLN, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, CCSO against VCLN, data as of Sep 18, 2026. https://etfiq.com/compare/themes/ccso-vs-vcln Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources