CCSO vs SPY
Comparison between CARBON COLLECTIVE CLIMATE SOLUTIONS U.S. EQUITY ETF (CCSO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
CCSO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CCSO
$47M
Winner
SPY
$735B
Expense Ratio
CCSO
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
CCSO
23.69%
SPY
56.47%
Sharpe Ratio
CCSO
1.12
Winner
SPY
1.62
5Y Beta
CCSO
1.13
Winner
SPY
1.00
P/E Ratio
Winner
CCSO
-52.28
SPY
28.99
Forward P/E
CCSO
23.00
Winner
SPY
22.37
5Y Dividends CAGR
CCSO
N/A
SPY
5.43%
5Y EPS CAGR
CCSO
15.01%
Winner
SPY
26.05%
Debt to Equity
CCSO
40.75%
Winner
SPY
32.40%
P/S Ratio
Winner
CCSO
1.44
SPY
3.74
P/B Ratio
Winner
CCSO
3.83
SPY
5.61
CCSO vs SPY - Holdings Comparison
CCSO and SPY have 12 common holdings. Overlap is 1.27%
CCSO's top 25 holdings weight is 74.44%. SPY's top 25 holdings weight is 52.37%.
| Rank | CCSO | SPY |
|---|---|---|
| #1 | SOUTHERN COPPER CORP (SCCO) - 5.02% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | REPUBLIC SERVICES INC (RSG) - 4.93% | APPLE INC (AAPL) - 7.02% |
| #3 | NUCOR CORP (NUE) - 4.91% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | n/a (JCI) - 4.76% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | WASTE MANAGEMENT INC (WM) - 4.64% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | GE VERNOVA INC (GEV) - 4.59% | BROADCOM INC (AVGO) - 3.10% |
| #7 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 4.53% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | QUANTA SERVICES INC (PWR) - 4.52% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | CAMECO CORP (n/a) - 4.20% | TESLA INC (TSLA) - 1.89% |
| #10 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 3.74% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | STEEL DYNAMICS INC (STLD) - 3.15% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | MASTEC INC (MTZ) - 2.79% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ZOOM COMMUNICATIONS INC (ZM) - 2.74% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | FIRST SOLAR INC (FSLR) - 2.59% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | HUBBELL INC (HUBB) - 2.39% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | XYLEM INC (XYL) - 2.34% | INTEL CORP (INTC) - 0.90% |
| #17 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.71% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | NEXTPOWER INC CLASS A (NXT) - 1.69% | VISA INC CLASS A (V) - 0.85% |
| #19 | GFL ENVIRONMENTAL INC (GFL) - 1.65% | WALMART INC (WMT) - 0.81% |
| #20 | LI AUTO INC ADR (LI) - 1.53% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | XPENG INC ADR (XPEV) - 1.40% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | NIO INC ADR (NIO) - 1.22% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | PRIMORIS SERVICES CORP (PRIM) - 1.19% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | CARLISLE COMPANIES INC (CSL) - 1.17% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | TOPBUILD CORP (BLD) - 1.04% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 123 | 505 |
CCSO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CCSO
-1.76%
Winner
SPY
+1.90%
3M
CCSO
+6.15%
Winner
SPY
+8.55%
6M
Winner
CCSO
+12.56%
SPY
+8.18%
1Y
Winner
CCSO
+29.75%
SPY
+25.79%
5Y(CAGR)
CCSO
N/A
SPY
+13.32%
10Y(CAGR)
CCSO
N/A
SPY
+15.19%
Max(CAGR)
Winner
CCSO
+10.93%
SPY
+8.47%
CCSO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CCSO | SPY |
|---|---|---|
| 2026 | +11.47% | +8.26% |
| 2025 | +21.63% | +18.00% |
| 2024 | +6.04% | +25.59% |
| 2023 | +15.84% | +26.72% |
| 2022 | -11.56% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CCSO vs SPY Drawdown Comparison
The maximum drawdown for CCSO was -23.69%, occurring on Oct 27, 2023. Recovery took 322 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CCSO drawdown is -6.05%. The current SPY drawdown is -2.90%.
| Rank | CCSO | SPY |
|---|---|---|
| #1 | -23.69% Jul 31, 2023 - Nov 7, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -22.82% Dec 9, 2024 - Jun 9, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.87% Sep 20, 2022 - Feb 2, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.63% Feb 2, 2023 - Jun 30, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.62% Feb 11, 2026 - Apr 22, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.79% Oct 15, 2025 - Jan 16, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.32% May 6, 2026 - Jun 2, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.05% Jun 2, 2026 - Jun 5, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.81% Jul 25, 2025 - Sep 19, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.25% Nov 11, 2024 - Nov 22, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.21% Jan 28, 2026 - Feb 6, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.96% Apr 23, 2026 - Apr 30, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.87% Oct 8, 2025 - Oct 13, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.50% Jul 3, 2023 - Jul 10, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.38% Jun 16, 2025 - Jun 24, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CCSO and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
CCSO vs SPY dividend yield comparison.
| Year | CCSO | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.63% | 1.07% |
| 2024 | 0.53% | 1.21% |
| 2023 | 0.80% | 1.40% |
| 2022 | 0.24% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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