CCSO ranks 3rd and PCLN 8th of 8 funds in the Climate & Sustainability Category.
CCSO vs PCLN
8.6%by weight
CCSO −0.35pt a year
0.35%0.70%
CCSO 1.1×the volume
2.5K2.35K
CCSO vs PCLN Performance
−5.7%+13.6%
- CCSO 0.35%, better
- PCLN 0.70%
- CCSO $45M
- PCLN $15M
- CCSO −5.7%
- PCLN +13.6%, better
- CCSO 0.64%
- PCLN
- CCSO 124
- PCLN 64
- CCSO 2.5K sh, better
- PCLN 2.35K sh
- CCSO $24.79
- PCLN $29.05
ETF.net Grade
| Pillar | CCSO | PCLN |
|---|---|---|
| Cost | A71Higher | F21 |
| Mission | ||
| Risk | C46Higher | C41 |
| Tradability | B68Higher | C49 |
| Holdings | D35 | C49Higher |
| Durability | C49Higher | D35 |
Rank among Climate & Sustainability funds
Same Category. CCSO and PCLN are both graded against the same 8 Climate & Sustainability funds, so their Grades compare head to head.
Our read on each fund
CCSOB
PCLND
In short
CCSO The name is the mandate: US-listed companies working on climate-change solutions, in a plain 1940 Act wrapper priced well under the typical US thematic fund.
PCLN An actively managed global stock fund hunting companies that drive the shift to a cleaner economy, measured against MSCI ACWI. In a corner of the market run by cheap rules-based screens, this one pays humans to pick.
Stated mandate
CCSO The Fund seeks long-term capital appreciation through investments primarily in U.S.-listed equity securities of companies focused on climate-change solutions.
PCLN The Fund seeks long-term capital appreciation through an actively managed portfolio focused on companies contributing to the transition toward a more sustainable economy.
Why people hold it
Worth knowing
CCSO vs PCLN Holdings
How CCSO and PCLN differ
8.6%
Shared holdings make up 27.5% of CCSO and 8.6% of PCLN.
Level by level
- Holdings8.6%
- Country67.7%
Sector
No Sector split for PCLN.
Country, concentration and asset class
Country
| Country | More in CCSOMore in PCLN | CCSO | PCLN |
|---|---|---|---|
| United States | CCSO +18.6 points | 86.1% | 67.5% |
| Netherlands | PCLN +6.7 points | 0.0% | 6.7% |
| Canada | CCSO +6.1 points | 6.1% | 0.0% |
| Germany | PCLN +5.9 points | 0.1% | 6.0% |
| Taiwan | PCLN +4.2 points | 0.0% | 4.2% |
| France | PCLN +3.8 points | 0.0% | 3.8% |
| China | CCSO +3.4 points | 3.4% | 0.0% |
| Japan | PCLN +3.3 points | 0.0% | 3.3% |
| Other countries (10) | PCLN +4.1 points | 4.4% | 8.5% |
Outside the US: PCLN 81% developed, 19% emerging.
Concentration
- CCSO50.8%
- PCLN40.5%
- CCSO123
- PCLN64
Asset class
- CCSO
- Equity
- PCLN
- Equity
Holdings
- Only in CCSO116
- In both7
- Only in PCLN57
Only in CCSO
116 securities, 72.0% of CCSO by weight
- Nucor Corp6.29%
- Johnson Controls International plc6.02%
- Southern Copper Corp5.75%
- GE Vernova Inc4.39%
- Cameco Corp3.79%
- Steel Dynamics Inc3.72%
- Zoom Communications Inc3.12%
- Enlight Renewable Energy Ltd2.90%
- Hubbell Inc2.55%
- Docusign Inc1.75%
- Rivian Automotive Inc1.59%
- First American Government Obligations Fund 12/01/20311.55%
- Carlisle Cos Inc1.49%
- MasTec Inc1.48%
- Li Auto Inc1.25%
- Nextpower Inc1.20%
- Acuity Inc1.02%
- Owens Corning0.99%
- XPeng Inc0.91%
- NIO Inc0.90%
- Valmont Industries Inc0.87%
- Vinfast Auto Ltd0.87%
- Primoris Services Corp0.81%
- Clearway Energy Inc0.77%
- NexGen Energy Ltd0.74%
- MP Materials Corp0.73%
- Commercial Metals Co0.72%
- QXO Inc0.68%
- Ormat Technologies Inc0.60%
- Installed Building Products Inc0.56%
- Brookfield Renewable Corp0.55%
- Trex Co Inc0.52%
- HA Sustainable Infrastructure Capital Inc0.50%
- MYR Group Inc0.47%
- LKQ Corp0.47%
- Joby Aviation Inc0.46%
- Badger Meter Inc0.45%
- Itron Inc0.45%
- Oklo Inc0.44%
- ERO Copper Corp0.43%
- Uranium Energy Corp0.40%
- Enphase Energy Inc0.33%
- Via Transportation Inc0.33%
- Archer Aviation Inc0.32%
- Trekor Metals Ltd0.29%
- ReNew Energy Global PLC0.25%
- QuantumScape Corp0.25%
- Denison Mines Corp0.22%
- Centrus Energy Corp0.21%
- Energy Fuels Inc/Canada0.20%
Only in PCLN
57 securities, 91.4% of PCLN by weight
- Asml Holding NV5.07%
- Trane Technologies PLC4.37%
- Broadcom Inc4.27%
- Taiwan Semiconductor-Sp Adr4.12%
- Nxp Semiconductors NV4.06%
- Analog Devices Inc3.95%
- Ecolab Inc3.90%
- Applied Materials Inc3.85%
- Synopsys Inc3.74%
- On Semiconductor3.12%
- Ptc Inc3.03%
- Marvell Technology Inc2.91%
- Schneider Elec SA2.84%
- Infineon Technologies AG2.82%
- Autodesk Inc2.42%
- United Rentals Inc2.10%
- Novonesis (Novozymes) B1.82%
- Packaging Corp of America1.77%
- Eaton Corp PLC1.64%
- Linde PLC1.63%
- Rockwell Automation Inc1.60%
- Lam Research Corp1.56%
- Iberdrola SA1.49%
- Asm International NV1.41%
- Thermo Fisher Scientific Inc1.37%
- Siemens Ag-Reg1.24%
- Keyence Corp1.19%
- Sap SE1.18%
- Hitachi Ltd1.18%
- Nextera Energy Inc1.05%
- Belimo Holding Ag-Reg1.05%
- Spie SA0.99%
- Nvent Electric PLC0.98%
- Tokyo Electron Ltd0.97%
- Kla Corp0.95%
- Littelfuse Inc0.90%
- Tetra Tech Inc0.87%
- Cintas Corp0.85%
- Arista Networks Inc0.84%
- Ingersoll-Rand Inc0.81%
- Sk Hynix Inc0.74%
- Rwe AG0.72%
- Hyosung Heavy Industries0.68%
- Coherent Corp0.68%
- Sig Combibloc Group AG0.66%
- Sprouts Farmers Market Inc0.60%
- Sweco Ab-B Shs0.56%
- Lg Energy Solution0.53%
- Cashusd0.23%
- Casheur0.04%
Weight gaps
All 7 Holdings in both funds, largest gap first.
| Holding | More in CCSOMore in PCLN | CCSO | PCLN |
|---|---|---|---|
| Waste Management Inc | CCSO +4.87 points | 5.57% | 0.70% |
| Republic Services Inc | CCSO +4.38 points | 6.30% | 1.92% |
| Carrier Global Corp | CCSO +3.29 points | 4.41% | 1.12% |
| Quanta Services Inc | CCSO +3.25 points | 4.52% | 1.27% |
| GFL Environmental Inc | CCSO +1.23 points | 2.45% | 1.22% |
| Xylem Inc/NY | CCSO +1.18 points | 2.24% | 1.06% |
| First Solar Inc | CCSO +0.67 points | 1.98% | 1.31% |
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
CCSO vs PCLN Cost
Overpaying PCLN vs CCSO
$6,480
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CCSO 0.35%
$7,126
PCLN 0.70%
$13,606
Cost over time
Year by year
| Year | CCSO | PCLN | Overpaying |
|---|---|---|---|
| 10 | $634 | $1,250 | $616 |
| 20 | $2,454 | $4,760 | $2,306 |
| 30 | $7,126 | $13,606 | $6,480 |
- 0.35%CCSO, cheaper
- 0.70%PCLN
- Middle half of Climate & Sustainability funds
- Median 0.48%
CCSO 3rd cheapest of 8 funds
PCLN 7th cheapest of 8 funds
CCSO vs PCLN Dividends
- CCSO 0.64%
- PCLN
- CCSO $0.16
- PCLN
- CCSO $0.16
- PCLN $0.02
- CCSO Dec 29, 2025
- PCLN Dec 19, 2025
- CCSO Dec 30, 2025
- PCLN Dec 23, 2025
- CCSO Annual
- PCLN Irregular
Distribution history
CCSO vs PCLN Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CCSO 20.1%PCLN 24.5%
- Return per unit of risk
- CCSO 0.56PCLN 0.48
- Worst fall
- CCSO −23.7%PCLN −14.6%
- Market sensitivity
- CCSO 1.30PCLN 1.32
Popular comparisons
- 0.35% · 0.10%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.70% · 0.10%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.19%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.70% · 0.19%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.70% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.