CRBN vs SPY
Comparison between ISHARES MSCI ACWI LOW CARBON TARGET ETF (CRBN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CRBN, delivering a return of +13.3% compared to +10.9%
CRBN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CRBN
$979M
Winner
SPY
$652B
Expense Ratio
CRBN
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
CRBN
33.13%
SPY
56.47%
Sharpe Ratio
CRBN
1.89
Winner
SPY
2.07
5Y Beta
Winner
CRBN
0.90
SPY
1.00
P/E Ratio
CRBN
28.97
Winner
SPY
28.24
Forward P/E
Winner
CRBN
18.81
SPY
21.85
PEG Ratio
CRBN
0.41
SPY
N/A
5Y Dividends CAGR
Winner
CRBN
15.13%
SPY
5.43%
5Y EPS CAGR
CRBN
25.60%
Winner
SPY
25.79%
Debt to Equity
CRBN
48.84%
Winner
SPY
22.35%
P/S Ratio
CRBN
4.49
Winner
SPY
3.55
P/B Ratio
Winner
CRBN
4.74
SPY
5.29
CRBN vs SPY - Holdings Comparison
CRBN and SPY have 271 common holdings. Overlap is 46.71%
CRBN's top 25 holdings weight is 33.39%. SPY's top 25 holdings weight is 51.32%.
| Rank | CRBN | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.38% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLE INC (AAPL) - 4.12% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 3.11% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMAZON.COM INC (AMZN) - 2.61% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.21% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BROADCOM INC (AVGO) - 1.95% | BROADCOM INC (AVGO) - 3.09% |
| #7 | n/a (n/a) - 1.93% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.62% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.50% | TESLA INC (TSLA) - 1.73% |
| #10 | TESLA INC (TSLA) - 1.15% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.93% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | JOHNSON & JOHNSON (JNJ) - 0.72% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | ELI LILLY AND CO (LLY) - 0.72% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.65% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | HALLIBURTON CO (HAL) - 0.61% | WALMART INC (WMT) - 0.91% |
| #16 | ASML HOLDING NV (n/a) - 0.58% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | VISA INC CLASS A (V) - 0.58% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | WALMART INC (WMT) - 0.58% | VISA INC CLASS A (V) - 0.85% |
| #19 | ADVANCED MICRO DEVICES INC (AMD) - 0.57% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.56% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.27% | INTEL CORP (INTC) - 0.65% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 0.27% | NETFLIX INC (NFLX) - 0.64% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.27% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | BANCO SANTANDER SA (n/a) - 0.25% | CHEVRON CORP (CVX) - 0.58% |
| #25 | GRACO INC (GGG) - 0.25% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 973 | 505 |
CRBN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CRBN
+7.87%
Winner
SPY
+9.11%
3M
CRBN
+4.77%
Winner
SPY
+6.59%
6M
Winner
CRBN
+11.68%
SPY
+10.56%
1Y
CRBN
+31.12%
Winner
SPY
+32.04%
5Y(CAGR)
CRBN
+10.86%
Winner
SPY
+13.35%
10Y(CAGR)
CRBN
+12.86%
Winner
SPY
+15.49%
Max(CAGR)
Winner
CRBN
+11.37%
SPY
+8.50%
CRBN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CRBN | SPY |
|---|---|---|
| 2026 | +8.08% | +8.27% |
| 2025 | +22.08% | +18.00% |
| 2024 | +20.37% | +25.59% |
| 2023 | +22.20% | +26.72% |
| 2022 | -19.43% | -18.64% |
| 2021 | +19.27% | +30.52% |
| 2020 | +15.53% | +17.28% |
| 2019 | +28.08% | +31.09% |
| 2018 | -10.54% | -5.24% |
| 2017 | +22.68% | +20.78% |
| 2016 | +9.55% | +13.59% |
| 2015 | +0.24% | +1.31% |
| 2014 | +4.31% | +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% |
CRBN vs SPY Drawdown Comparison
The maximum drawdown for CRBN was -33.13%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CRBN drawdown is -0.00%.
| Rank | CRBN | SPY |
|---|---|---|
| #1 | -33.13% Feb 12, 2020 - Aug 24, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.02% Jan 4, 2022 - Jan 29, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.51% Jan 26, 2018 - Jul 3, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.70% May 21, 2015 - Dec 13, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.60% Feb 18, 2025 - May 19, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.08% Feb 25, 2026 - Apr 17, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.37% Jul 16, 2024 - Aug 23, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.66% Sep 2, 2020 - Nov 9, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.55% Jul 24, 2019 - Oct 24, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.62% Mar 21, 2024 - May 14, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.59% Sep 3, 2021 - Oct 28, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.25% Oct 28, 2025 - Dec 10, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.08% Nov 8, 2021 - Jan 4, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.97% Feb 16, 2021 - Apr 5, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.91% Dec 6, 2024 - Feb 6, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CRBN and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
CRBN vs SPY dividend yield comparison.
| Year | CRBN | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 2.21% | 1.07% |
| 2024 | 1.94% | 1.21% |
| 2023 | 2.01% | 1.40% |
| 2022 | 1.95% | 1.65% |
| 2021 | 1.57% | 1.20% |
| 2020 | 1.41% | 1.52% |
| 2019 | 2.27% | 1.75% |
| 2018 | 2.51% | 2.04% |
| 2017 | 2.05% | 1.80% |
| 2016 | 2.27% | 2.03% |
| 2015 | 2.01% | 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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