OVB vs CCSO

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

OVB vs CCSO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

OVB

$47M

CCSO

$47M

Expense Ratio

OVB

0.79%

Winner

CCSO

0.35%

Max Drawdown

OVB

30.84%

Winner

CCSO

23.69%

Sharpe Ratio

OVB

0.72

Winner

CCSO

1.12

5Y Beta

Winner

OVB

0.17

CCSO

1.13

P/E Ratio

OVB

N/A

CCSO

-52.28

Forward P/E

OVB

N/A

CCSO

23.00

5Y Dividends CAGR

OVB

6.67%

CCSO

N/A

5Y EPS CAGR

OVB

N/A

CCSO

15.01%

Debt to Equity

OVB

N/A

CCSO

40.75%

P/S Ratio

OVB

N/A

CCSO

1.44

P/B Ratio

OVB

N/A

CCSO

3.83

OVB vs CCSO - Historical Returns

Returns include dividend reinvestment.

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

Winner

OVB

-0.47%

CCSO

-1.76%

OVB

-0.56%

Winner

CCSO

+6.15%

OVB

+1.81%

Winner

CCSO

+12.56%

OVB

+8.34%

Winner

CCSO

+29.75%

5Y(CAGR)

OVB

+0.57%

CCSO

N/A

Max(CAGR)

OVB

+1.82%

Winner

CCSO

+10.93%

OVB vs CCSO - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

OVB vs CCSO Drawdown Comparison

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

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

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

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