CCSO vs OVB

Comparison between CARBON COLLECTIVE CLIMATE SOLUTIONS U.S. EQUITY ETF (CCSO, ETF) and OVERLAY SHARES CORE BOND ETF (OVB, ETF).

CCSO vs OVB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCSO(ETF)	OVB(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.35%	0.79%
Max Drawdown	23.69%	30.84%
Sharpe Ratio	1.12	0.72
5Y Beta	1.13	0.17
P/E Ratio	-52.28	N/A
Forward P/E	23.00	N/A
5Y Dividends CAGR	N/A	6.67%
5Y EPS CAGR	15.01%	N/A
Debt to Equity	40.75%	N/A
P/S Ratio	1.44	N/A
P/B Ratio	3.83	N/A

Net Assets

CCSO

$47M

Winner

OVB

$47M

Expense Ratio

Winner

CCSO

0.35%

OVB

0.79%

Max Drawdown

Winner

CCSO

23.69%

OVB

30.84%

Sharpe Ratio

Winner

CCSO

1.12

OVB

0.72

5Y Beta

CCSO

1.13

Winner

OVB

0.17

P/E Ratio

CCSO

-52.28

OVB

N/A

Forward P/E

CCSO

23.00

OVB

N/A

5Y Dividends CAGR

CCSO

N/A

OVB

6.67%

5Y EPS CAGR

CCSO

15.01%

OVB

N/A

Debt to Equity

CCSO

40.75%

OVB

N/A

P/S Ratio

CCSO

1.44

OVB

N/A

P/B Ratio

CCSO

3.83

OVB

N/A

CCSO vs OVB - Historical Returns

Returns include dividend reinvestment.

Period	CCSO	OVB
1 month	-1.76%	-0.47%
3 months	+6.15%	-0.56%
6 months	+12.56%	+1.81%
1 year	+29.75%	+8.34%
5 years(CAGR)	N/A	+0.57%
Max(CAGR)	+10.93%	+1.82%

CCSO

-1.76%

Winner

OVB

-0.47%

Winner

CCSO

+6.15%

OVB

-0.56%

Winner

CCSO

+12.56%

OVB

+1.81%

Winner

CCSO

+29.75%

OVB

+8.34%

5Y(CAGR)

CCSO

N/A

OVB

+0.57%

Max(CAGR)

Winner

CCSO

+10.93%

OVB

+1.82%

CCSO vs OVB - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	CCSO	OVB
2026	+11.47%	+1.69%
2025	+21.63%	+7.84%
2024	+6.04%	+4.54%
2023	+15.84%	+6.38%
2022	-11.56%	-16.27%
2021	N/A	+1.02%
2020	N/A	+9.12%
2019	N/A	+1.22%

CCSO vs OVB Drawdown Comparison

The maximum drawdown for CCSO was -23.69%, occurring on Oct 27, 2023. Recovery took 322 trading sessions.

The maximum drawdown for OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 1106 trading sessions.

The current CCSO drawdown is -6.05%. The current OVB drawdown is -1.23%.

Rank	CCSO	OVB
#1	-23.69% Jul 31, 2023 - Nov 7, 2024	-21.69% Sep 14, 2021 - Feb 10, 2026
#2	-22.82% Dec 9, 2024 - Jun 9, 2025	-9.52% Mar 9, 2020 - Apr 29, 2020
#3	-14.87% Sep 20, 2022 - Feb 2, 2023	-3.74% Aug 26, 2020 - Jul 2, 2021
#4	-12.63% Feb 2, 2023 - Jun 30, 2023	-2.49% Feb 27, 2026 - Mar 27, 2026
#5	-11.62% Feb 11, 2026 - Apr 22, 2026	-2.14% Feb 20, 2020 - Mar 4, 2020
#6	-10.79% Oct 15, 2025 - Jan 16, 2026	-1.82% May 28, 2020 - Jun 23, 2020
#7	-7.32% May 6, 2026 - Jun 2, 2026	-1.27% Jul 1, 2020 - Jul 22, 2020
#8	-6.05% Jun 2, 2026 - Jun 5, 2026	-1.17% Aug 6, 2020 - Aug 26, 2020
#9	-5.81% Jul 25, 2025 - Sep 19, 2025	-0.97% Oct 4, 2019 - Nov 18, 2019
#10	-4.25% Nov 11, 2024 - Nov 22, 2024	-0.85% Aug 4, 2021 - Sep 9, 2021
#11	-3.21% Jan 28, 2026 - Feb 6, 2026	-0.82% Jan 23, 2020 - Feb 10, 2020
#12	-2.96% Apr 23, 2026 - Apr 30, 2026	-0.75% Apr 29, 2020 - May 19, 2020
#13	-2.87% Oct 8, 2025 - Oct 13, 2025	-0.71% Nov 27, 2019 - Dec 30, 2019
#14	-2.50% Jul 3, 2023 - Jul 10, 2023	-0.45% Jul 23, 2020 - Jul 30, 2020
#15	-2.38% Jun 16, 2025 - Jun 24, 2025	-0.41% Jul 7, 2021 - Jul 15, 2021