USCA vs SPY
Comparison between XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
USCA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USCA
$3.20B
Winner
SPY
$781B
Expense Ratio
Winner
USCA
0.07%
SPY
0.09%
Max Drawdown
Winner
USCA
19.36%
SPY
56.47%
Sharpe Ratio
USCA
0.81
Winner
SPY
1.24
5Y Beta
Winner
USCA
0.96
SPY
1.00
P/E Ratio
USCA
30.43
Winner
SPY
29.13
Forward P/E
USCA
23.18
Winner
SPY
21.47
5Y Dividends CAGR
USCA
N/A
SPY
6.00%
5Y EPS CAGR
Winner
USCA
28.75%
SPY
25.27%
Debt to Equity
USCA
44.13%
Winner
SPY
31.47%
P/S Ratio
USCA
4.29
Winner
SPY
3.87
P/B Ratio
USCA
6.71
Winner
SPY
5.70
USCA vs SPY - Holdings Comparison
USCA and SPY have 331 common holdings. Overlap is 68.05%
USCA's top 25 holdings weight is 55.46%. SPY's top 25 holdings weight is 51.08%.
| Rank | USCA | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.92% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | APPLE INC (AAPL) - 8.71% | APPLE INC (AAPL) - 6.58% |
| #3 | MICROSOFT CORP (MSFT) - 5.12% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | AMAZON.COM INC (AMZN) - 4.46% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.99% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | BROADCOM INC (AVGO) - 3.31% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.14% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.50% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | TESLA INC (TSLA) - 2.10% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | ELI LILLY AND CO (LLY) - 1.85% | TESLA INC (TSLA) - 1.83% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.60% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.26% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.20% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | VISA INC CLASS A (V) - 1.11% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #15 | WALMART INC (WMT) - 0.94% | INTEL CORP (INTC) - 1.02% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.85% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | ABBVIE INC (ABBV) - 0.84% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.80% | VISA INC CLASS A (V) - 0.88% |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 0.73% | EXXON MOBIL CORP (XOM) - 0.88% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.65% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | DEERE & CO (DE) - 0.28% | WALMART INC (WMT) - 0.77% |
| #22 | BLACKROCK INC (BLK) - 0.28% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | AT&T INC (T) - 0.28% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #24 | GE VERNOVA INC (GEV) - 0.27% | ABBVIE INC (ABBV) - 0.69% |
| #25 | WESTERN DIGITAL CORP (WDC) - 0.27% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 371 | 502 |
USCA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USCA
+1.44%
SPY
+0.57%
3M
USCA
+4.01%
Winner
SPY
+4.93%
6M
USCA
+5.59%
Winner
SPY
+8.04%
1Y
USCA
+13.51%
Winner
SPY
+19.66%
5Y(CAGR)
USCA
N/A
SPY
+13.01%
10Y(CAGR)
USCA
N/A
SPY
+14.98%
Max(CAGR)
Winner
USCA
+20.54%
SPY
+8.47%
USCA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USCA | SPY |
|---|---|---|
| 2026 | +6.43% | +9.38% |
| 2025 | +14.76% | +18.00% |
| 2024 | +27.94% | +25.59% |
| 2023 | +19.93% | +26.72% |
| 2022 | N/A | -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% |
USCA vs SPY Drawdown Comparison
The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current USCA drawdown is -1.82%. The current SPY drawdown is -1.89%.
| Rank | USCA | SPY |
|---|---|---|
| #1 | -19.14% Feb 19, 2025 - Jun 30, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.25% Jan 12, 2026 - Apr 17, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.97% Jul 31, 2023 - Nov 22, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.66% Jul 16, 2024 - Sep 19, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.56% Oct 28, 2025 - Dec 24, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.48% Mar 28, 2024 - May 15, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.85% Jun 2, 2026 - Jun 10, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.69% Dec 11, 2024 - Jan 30, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.65% Apr 19, 2023 - Apr 28, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.56% Oct 8, 2025 - Oct 24, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.45% Jun 15, 2023 - Jun 30, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.42% Jul 25, 2025 - Aug 13, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.38% May 1, 2023 - May 17, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.30% Oct 18, 2024 - Nov 6, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.17% Nov 11, 2024 - Nov 26, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between USCA and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
USCA vs SPY dividend yield comparison.
| Year | USCA | SPY |
|---|---|---|
| 2026 | 0.52% | 0.50% |
| 2025 | 1.14% | 1.07% |
| 2024 | 1.22% | 1.21% |
| 2023 | 1.15% | 1.40% |
| 2022 | 0.00% | 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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