CCSO vs VMAX
Comparison between CARBON COLLECTIVE CLIMATE SOLUTIONS U.S. EQUITY ETF (CCSO, ETF) and HARTFORD US VALUE ETF (VMAX, ETF).
CCSO vs VMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CCSO
$47M
VMAX
$47M
Expense Ratio
CCSO
0.35%
Winner
VMAX
0.29%
Max Drawdown
CCSO
23.69%
Winner
VMAX
19.86%
Sharpe Ratio
CCSO
1.12
Winner
VMAX
1.78
5Y Beta
CCSO
1.13
Winner
VMAX
0.84
P/E Ratio
Winner
CCSO
-52.28
VMAX
14.66
Forward P/E
CCSO
23.00
Winner
VMAX
12.84
PEG Ratio
CCSO
N/A
VMAX
0.19
5Y EPS CAGR
CCSO
15.01%
Winner
VMAX
17.78%
Debt to Equity
Winner
CCSO
40.75%
VMAX
42.86%
P/S Ratio
CCSO
1.44
Winner
VMAX
1.39
P/B Ratio
CCSO
3.83
Winner
VMAX
2.31
CCSO vs VMAX - Holdings Comparison
CCSO and VMAX have 1 common holdings. Overlap is 0.02%
CCSO's top 25 holdings weight is 74.44%. VMAX's top 25 holdings weight is 41.30%.
| Rank | CCSO | VMAX |
|---|---|---|
| #1 | SOUTHERN COPPER CORP (SCCO) - 5.02% | ALPHABET INC CLASS A (GOOGL) - 2.38% |
| #2 | REPUBLIC SERVICES INC (RSG) - 4.93% | BANK OF NEW YORK MELLON CORP (BK) - 2.15% |
| #3 | NUCOR CORP (NUE) - 4.91% | STATE STREET CORP (STT) - 2.05% |
| #4 | n/a (JCI) - 4.76% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.02% |
| #5 | WASTE MANAGEMENT INC (WM) - 4.64% | CITIGROUP INC (C) - 1.98% |
| #6 | GE VERNOVA INC (GEV) - 4.59% | U.S. BANCORP (USB) - 1.93% |
| #7 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 4.53% | NEWMONT CORP (NEM) - 1.77% |
| #8 | QUANTA SERVICES INC (PWR) - 4.52% | APA CORP (APA) - 1.76% |
| #9 | CAMECO CORP (n/a) - 4.20% | CONOCOPHILLIPS (COP) - 1.76% |
| #10 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 3.74% | MERCK & CO INC (MRK) - 1.73% |
| #11 | STEEL DYNAMICS INC (STLD) - 3.15% | VERIZON COMMUNICATIONS INC (VZ) - 1.62% |
| #12 | MASTEC INC (MTZ) - 2.79% | EXXON MOBIL CORP (XOM) - 1.61% |
| #13 | ZOOM COMMUNICATIONS INC (ZM) - 2.74% | JOHNSON & JOHNSON (JNJ) - 1.60% |
| #14 | FIRST SOLAR INC (FSLR) - 2.59% | TARGET CORP (TGT) - 1.59% |
| #15 | HUBBELL INC (HUBB) - 2.39% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.55% |
| #16 | XYLEM INC (XYL) - 2.34% | BLOCK INC CLASS A (XYZ) - 1.53% |
| #17 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.71% | n/a (WFRD) - 1.48% |
| #18 | NEXTPOWER INC CLASS A (NXT) - 1.69% | EOG RESOURCES INC (EOG) - 1.46% |
| #19 | GFL ENVIRONMENTAL INC (GFL) - 1.65% | NORTHERN TRUST CORP (NTRS) - 1.43% |
| #20 | LI AUTO INC ADR (LI) - 1.53% | LINCOLN NATIONAL CORP (LNC) - 1.38% |
| #21 | XPENG INC ADR (XPEV) - 1.40% | MACY'S INC (M) - 1.36% |
| #22 | NIO INC ADR (NIO) - 1.22% | GILEAD SCIENCES INC (GILD) - 1.33% |
| #23 | PRIMORIS SERVICES CORP (PRIM) - 1.19% | ELEVANCE HEALTH INC (ELV) - 1.32% |
| #24 | CARLISLE COMPANIES INC (CSL) - 1.17% | UNITEDHEALTH GROUP INC (UNH) - 1.26% |
| #25 | TOPBUILD CORP (BLD) - 1.04% | COMPASS INC CLASS A (COMP) - 1.25% |
| Total Holdings | 123 | 141 |
CCSO vs VMAX - Historical Returns
Returns include dividend reinvestment.
1M
CCSO
-1.76%
Winner
VMAX
+1.54%
3M
CCSO
+6.15%
Winner
VMAX
+7.11%
6M
CCSO
+12.56%
Winner
VMAX
+13.13%
1Y
Winner
CCSO
+29.75%
VMAX
+28.38%
Max(CAGR)
CCSO
+10.93%
Winner
VMAX
+20.98%
CCSO vs VMAX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CCSO | VMAX |
|---|---|---|
| 2026 | +11.47% | +10.97% |
| 2025 | +21.63% | +15.61% |
| 2024 | +6.04% | +15.56% |
| 2023 | +15.84% | +6.98% |
| 2022 | -11.56% | N/A |
CCSO vs VMAX Drawdown Comparison
The maximum drawdown for CCSO was -23.69%, occurring on Oct 27, 2023. Recovery took 322 trading sessions.
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The current CCSO drawdown is -6.05%. The current VMAX drawdown is -1.27%.
| Rank | CCSO | VMAX |
|---|---|---|
| #1 | -23.69% Jul 31, 2023 - Nov 7, 2024 | -19.05% Nov 25, 2024 - Aug 13, 2025 |
| #2 | -22.82% Dec 9, 2024 - Jun 9, 2025 | -6.66% Jul 31, 2024 - Aug 23, 2024 |
| #3 | -14.87% Sep 20, 2022 - Feb 2, 2023 | -5.67% Mar 28, 2024 - Jul 15, 2024 |
| #4 | -12.63% Feb 2, 2023 - Jun 30, 2023 | -4.93% Nov 12, 2025 - Nov 28, 2025 |
| #5 | -11.62% Feb 11, 2026 - Apr 22, 2026 | -4.51% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -10.79% Oct 15, 2025 - Jan 16, 2026 | -4.41% Feb 20, 2026 - Apr 8, 2026 |
| #7 | -7.32% May 6, 2026 - Jun 2, 2026 | -3.45% Oct 8, 2025 - Oct 27, 2025 |
| #8 | -6.05% Jun 2, 2026 - Jun 5, 2026 | -3.13% Oct 17, 2024 - Nov 6, 2024 |
| #9 | -5.81% Jul 25, 2025 - Sep 19, 2025 | -2.53% Jan 8, 2024 - Jan 25, 2024 |
| #10 | -4.25% Nov 11, 2024 - Nov 22, 2024 | -2.50% Jul 16, 2024 - Jul 31, 2024 |
| #11 | -3.21% Jan 28, 2026 - Feb 6, 2026 | -2.26% Dec 11, 2025 - Dec 24, 2025 |
| #12 | -2.96% Apr 23, 2026 - Apr 30, 2026 | -2.26% Oct 27, 2025 - Nov 12, 2025 |
| #13 | -2.87% Oct 8, 2025 - Oct 13, 2025 | -2.19% Jan 6, 2026 - Jan 26, 2026 |
| #14 | -2.50% Jul 3, 2023 - Jul 10, 2023 | -1.91% Feb 9, 2026 - Feb 20, 2026 |
| #15 | -2.38% Jun 16, 2025 - Jun 24, 2025 | -1.82% Feb 12, 2024 - Feb 15, 2024 |
Correlation
Correlation between CCSO and VMAX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
CCSO vs VMAX dividend yield comparison.
| Year | CCSO | VMAX |
|---|---|---|
| 2026 | 0.00% | 0.41% |
| 2025 | 0.63% | 2.14% |
| 2024 | 0.53% | 1.95% |
| 2023 | 0.80% | 0.00% |
| 2022 | 0.24% | 0.00% |
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