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Upturn AI SWOT - About
Carbon Collective Short Duration Green Bond ETF (CCSB)
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Upturn Advisory Summary
10/24/2025: CCSB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.84% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.65 | 52 Weeks Range 18.79 - 22.16 | Updated Date 06/29/2025 |
52 Weeks Range 18.79 - 22.16 | Updated Date 06/29/2025 |
Upturn AI SWOT
Carbon Collective Short Duration Green Bond ETF
ETF Overview
Overview
The Carbon Collective Short Duration Green Bond ETF seeks to provide current income while investing in short-term green bonds, aiming for positive environmental impact alongside financial returns. It primarily focuses on fixed-income securities with a short duration.
Reputation and Reliability
Carbon Collective is a relatively new issuer focused on climate-conscious investing. Their reputation is building within the ESG and impact investing space.
Management Expertise
Information on specific management team expertise is limited, but the firm emphasizes a commitment to climate solutions and investment experience in fixed income.
Investment Objective
Goal
To provide current income and positive environmental impact by investing in short-duration green bonds.
Investment Approach and Strategy
Strategy: The ETF invests in a portfolio of short-term green bonds, selected based on environmental impact and creditworthiness.
Composition The ETF primarily holds short-duration green bonds issued by corporations, municipalities, and other entities.
Market Position
Market Share: Data on market share for this specific niche (short duration green bond ETFs) is limited due to the relatively small and emerging nature of the segment.
Total Net Assets (AUM): Information on assets under management needs to be updated based on current market data.
Competitors
Key Competitors
- ICLN
- QCLN
- FAN
Competitive Landscape
The competitive landscape includes broader clean energy and ESG ETFs. The Carbon Collective ETF differentiates itself through its focus on short-duration green bonds, offering a more conservative fixed-income approach within sustainable investing. Advantages include lower interest rate risk; disadvantages may include lower potential returns compared to equities-focused green ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be updated with current market data.
Benchmark Comparison: Benchmark comparison would involve tracking against a relevant short-term green bond index, pending availability of historical data.
Expense Ratio: 0.20
Liquidity
Average Trading Volume
Average trading volume data is dynamically based on stock volume, which changes with each trading day.
Bid-Ask Spread
Bid-ask spread data is dynamically based on the spread between ask and bid orders, which changes with each trading day.
Market Dynamics
Market Environment Factors
Economic factors, including interest rate movements and inflation expectations, impact the bond market. Growing investor interest in ESG and green investing creates demand for green bonds. Government policies and regulations promoting sustainable finance also play a role.
Growth Trajectory
Growth depends on increasing issuance of green bonds, investor demand for sustainable fixed income, and the ETF's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
The ETF offers a unique combination of short duration and green bond focus, providing a conservative fixed-income option within the ESG space. This appeals to investors seeking both environmental impact and lower interest rate risk. Its targeted approach differentiates it from broader ESG or green energy ETFs. This niche focus could provide a competitive advantage as sustainable fixed income grows.
Risk Analysis
Volatility
Volatility is expected to be lower than equity-based ESG ETFs due to the fixed-income nature and short duration of the bonds.
Market Risk
Market risk includes interest rate risk (although mitigated by short duration), credit risk of the bond issuers, and liquidity risk in the green bond market.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking current income, and committed to environmental impact investing. It suits investors who prioritize capital preservation and lower volatility compared to equity investments.
Market Risk
Best for long-term investors or passive index followers seeking a sustainable fixed-income allocation.
Summary
The Carbon Collective Short Duration Green Bond ETF offers a unique blend of environmental responsibility and conservative fixed-income investing. Its focus on short-duration green bonds aims to deliver current income with lower interest rate risk. While AUM and trading volume may be lower than broader ETFs, its niche focus could appeal to ESG-conscious investors. This ETF may have growth potential as sustainable fixed income investing becomes more mainstream.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer's Website
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carbon Collective Short Duration Green Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its net assets, including borrowings for investment purposes, in "green" or "sustainability" bonds with an average duration of five years or less. The fund"s green and sustainability bonds will either be self-labeled by the issuer of the securities (in line with International Capital Markets Association ("ICMA") guidelines) or will be Climate Bond Standard ("CBS") certified bonds.
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