KMID vs CCSO
Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and CARBON COLLECTIVE CLIMATE SOLUTIONS U.S. EQUITY ETF (CCSO, ETF).
KMID vs CCSO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KMID
$46M
Winner
CCSO
$46M
Expense Ratio
KMID
0.80%
Winner
CCSO
0.35%
Max Drawdown
Winner
KMID
18.93%
CCSO
23.69%
Sharpe Ratio
KMID
-0.09
Winner
CCSO
0.54
5Y Beta
Winner
KMID
0.79
CCSO
1.13
P/E Ratio
KMID
30.69
Winner
CCSO
-70.16
Forward P/E
KMID
23.49
Winner
CCSO
21.29
PEG Ratio
KMID
0.93
CCSO
N/A
5Y EPS CAGR
KMID
13.04%
Winner
CCSO
15.52%
Debt to Equity
Winner
KMID
23.16%
CCSO
39.55%
P/S Ratio
KMID
3.77
Winner
CCSO
1.53
P/B Ratio
KMID
5.47
Winner
CCSO
3.62
KMID vs CCSO - Holdings Comparison
KMID and CCSO have 1 common holdings. Overlap is 0.00%
KMID's top 25 holdings weight is 95.32%. CCSO's top 25 holdings weight is 76.11%.
| Rank | KMID | CCSO |
|---|---|---|
| #1 | AMETEK INC (AME) - 6.38% | REPUBLIC SERVICES INC (RSG) - 5.40% |
| #2 | TELEDYNE TECHNOLOGIES INC (TDY) - 5.89% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 5.32% |
| #3 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 5.42% | n/a (JCI) - 5.19% |
| #4 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 5.11% | GE VERNOVA INC (GEV) - 5.14% |
| #5 | ROSS STORES INC (ROST) - 4.99% | WASTE MANAGEMENT INC (WM) - 5.10% |
| #6 | WEST PHARMACEUTICAL SERVICES INC (WST) - 4.90% | NUCOR CORP (NUE) - 4.72% |
| #7 | CASH (n/a) - 4.25% | SOUTHERN COPPER CORP (SCCO) - 4.72% |
| #8 | ALLEGION PLC (ALLE) - 4.20% | QUANTA SERVICES INC (PWR) - 4.45% |
| #9 | VERISK ANALYTICS INC (VRSK) - 4.14% | CAMECO CORP (n/a) - 4.00% |
| #10 | HEICO CORP CLASS A (HEI-A) - 4.13% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 3.32% |
| #11 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 3.88% | STEEL DYNAMICS INC (STLD) - 2.95% |
| #12 | ALIGN TECHNOLOGY INC (ALGN) - 3.44% | MASTEC INC (MTZ) - 2.94% |
| #13 | JACK HENRY & ASSOCIATES INC (JKHY) - 3.44% | ZOOM COMMUNICATIONS INC (ZM) - 2.61% |
| #14 | MSCI INC (MSCI) - 3.39% | XYLEM INC (XYL) - 2.61% |
| #15 | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.11% | HUBBELL INC (HUBB) - 2.58% |
| #16 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.08% | FIRST SOLAR INC (FSLR) - 2.35% |
| #17 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.02% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.16% |
| #18 | THE COOPER COMPANIES INC (COO) - 2.99% | GFL ENVIRONMENTAL INC (GFL) - 1.84% |
| #19 | GLOBUS MEDICAL INC CLASS A (GMED) - 2.93% | NEXTPOWER INC CLASS A (NXT) - 1.58% |
| #20 | HOULIHAN LOKEY INC CLASS A (HLI) - 2.93% | CARLISLE COMPANIES INC (CSL) - 1.31% |
| #21 | EMCOR GROUP INC (EME) - 2.91% | LI AUTO INC ADR (LI) - 1.24% |
| #22 | LENNOX INTERNATIONAL INC (LII) - 2.86% | XPENG INC ADR (XPEV) - 1.22% |
| #23 | NORDSON CORP (NDSN) - 2.84% | NIO INC ADR (NIO) - 1.22% |
| #24 | ROLLINS INC (ROL) - 2.58% | OWENS-CORNING INC (OC) - 1.11% |
| #25 | API GROUP CORP (APG) - 2.51% | ACUITY INC (AYI) - 1.03% |
| Total Holdings | 27 | 124 |
KMID vs CCSO - Historical Returns
Returns include dividend reinvestment.
1M
KMID
-0.56%
Winner
CCSO
+0.97%
3M
Winner
KMID
+1.74%
CCSO
-6.05%
6M
Winner
KMID
-2.51%
CCSO
-4.82%
1Y
KMID
+0.32%
Winner
CCSO
+11.86%
Max(CAGR)
KMID
-0.01%
Winner
CCSO
+8.61%
KMID vs CCSO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | KMID | CCSO |
|---|---|---|
| 2026 | +2.10% | +4.96% |
| 2025 | +0.93% | +21.63% |
| 2024 | -2.93% | +6.04% |
| 2023 | N/A | +15.84% |
| 2022 | N/A | -11.56% |
KMID vs CCSO Drawdown Comparison
The maximum drawdown for KMID was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for CCSO was -23.69%, occurring on Oct 27, 2023. Recovery took 322 trading sessions.
The current KMID drawdown is -4.52%. The current CCSO drawdown is -11.53%.
| Rank | KMID | CCSO |
|---|---|---|
| #1 | -18.89% Nov 29, 2024 - Apr 8, 2025 | -23.69% Jul 31, 2023 - Nov 7, 2024 |
| #2 | -2.53% Nov 8, 2024 - Nov 25, 2024 | -22.82% Dec 9, 2024 - Jun 9, 2025 |
| #3 | -2.07% Oct 18, 2024 - Nov 6, 2024 | -14.87% Sep 20, 2022 - Feb 2, 2023 |
| #4 | -0.33% Nov 25, 2024 - Nov 29, 2024 | -14.75% Jun 2, 2026 - Jul 29, 2026 |
| #5 | -0.10% Oct 16, 2024 - Oct 18, 2024 | -12.63% Feb 2, 2023 - Jun 30, 2023 |
| #6 | -0.06% Nov 6, 2024 - Nov 8, 2024 | -11.62% Feb 11, 2026 - Apr 22, 2026 |
| #7 | N/A | -10.79% Oct 15, 2025 - Jan 16, 2026 |
| #8 | N/A | -7.32% May 6, 2026 - Jun 2, 2026 |
| #9 | N/A | -5.81% Jul 25, 2025 - Sep 19, 2025 |
| #10 | N/A | -4.25% Nov 11, 2024 - Nov 22, 2024 |
| #11 | N/A | -3.21% Jan 28, 2026 - Feb 6, 2026 |
| #12 | N/A | -2.96% Apr 23, 2026 - Apr 30, 2026 |
| #13 | N/A | -2.87% Oct 8, 2025 - Oct 13, 2025 |
| #14 | N/A | -2.50% Jul 3, 2023 - Jul 10, 2023 |
| #15 | N/A | -2.38% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between KMID and CCSO is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2022 - 2026)
KMID vs CCSO dividend yield comparison.
| Year | KMID | CCSO |
|---|---|---|
| 2026 | 0.06% | 0.00% |
| 2025 | 0.06% | 0.63% |
| 2024 | 0.05% | 0.53% |
| 2023 | 0.00% | 0.80% |
| 2022 | 0.00% | 0.24% |
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