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Upturn AI SWOT - About
Carbon Collective Short Duration Green Bond ETF (CCSB)
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Upturn Advisory Summary
08/14/2025: CCSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 1.13% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 focuses on investing in short-duration green bonds that finance environmentally beneficial projects. It aims to provide income while supporting climate-friendly initiatives through fixed-income securities with maturities of less than 5 years.
Reputation and Reliability
Issuer details not readily available; further research needed to assess reputation and reliability.
Management Expertise
Management expertise details not readily available; further research needed to assess the experience of the management team.
Investment Objective
Goal
To provide current income while investing in short-duration green bonds that support environmentally beneficial projects.
Investment Approach and Strategy
Strategy: The ETF aims to invest in a diversified portfolio of green bonds with short maturities.
Composition The ETF holds primarily green bonds. The bonds are typically investment grade or near investment grade.
Market Position
Market Share: Market share data for this specific ETF is not readily available.
Total Net Assets (AUM): AUM data not readily available; further research required.
Competitors
Key Competitors
- ICLN
- QCLN
- PBW
Competitive Landscape
The green bond ETF market is dominated by larger, more established ETFs. Carbon Collective's ETF would need to differentiate through specific bond selection, impact reporting, or fee structure. The competitive landscape is highly competitive. Advantages may include a strong focus on environmental impact. Disadvantages are smaller size and lower liquidity compared to competitors.
Financial Performance
Historical Performance: Historical performance data not readily available; new ETF.
Benchmark Comparison: Benchmark data not readily available; need to define benchmark based on investment style.
Expense Ratio: Expense ratio data not readily available.
Liquidity
Average Trading Volume
Average trading volume data is not readily available for this specific ETF and may be limited due to its smaller size.
Bid-Ask Spread
Bid-ask spread data is unavailable but may be wider compared to more liquid ETFs.
Market Dynamics
Market Environment Factors
Factors include increasing investor demand for sustainable investments, government policies supporting green initiatives, and the overall interest rate environment.
Growth Trajectory
Growth is dependent on the expansion of the green bond market and investor interest in ESG-focused fixed income.
Moat and Competitive Advantages
Competitive Edge
If the ETF prioritizes strong environmental impact over yield, this may attract impact-focused investors. If it provides higher transparency in its bond selection and impact reporting this will also be an advantage. Carbon Collective's focus on environmental causes could appeal to a niche market.
Risk Analysis
Volatility
Volatility data is unavailable due to the ETF's limited history; expected to be lower than equity ETFs.
Market Risk
Risks include interest rate risk, credit risk associated with the underlying bonds, and potential for greenwashing, where bonds are not truly financing environmentally beneficial projects.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking current income, with a strong commitment to environmental sustainability, and a moderate risk tolerance.
Market Risk
Suitable for long-term investors seeking diversification and ESG exposure within their fixed-income portfolio.
Summary
The Carbon Collective Short Duration Green Bond ETF is designed for environmentally conscious investors seeking current income through investments in short-duration green bonds. Its success depends on the growth of the green bond market and the ETF's ability to differentiate itself through its bond selection and impact reporting. Smaller size and limited liquidity pose challenges. Investors should carefully assess risks related to underlying bonds and overall financial viability of the product.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider website, SEC filings, relevant financial news sources.
Disclaimers:
Data is based on available information and subject to change. Investment involves risk; past performance is not indicative of future results. Conduct thorough research before making investment decisions.
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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