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ACIO vs CCOR

Aptus Collared Investment Opportunity ETF vs Core Alternative ETF

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

Both ACIO and CCOR are alternative ETFs. ACIO charges 0.79% a year and CCOR 1.29%. The main difference: ACIO costs 0.50% less per year.

  • ACIO costs 0.50% less per year.
  • ACIO is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ACIO has delivered higher annualized returns.

Side-by-side comparison

ACIOCCOR
Annual cost (TER)0.79%1.29%
Fund size (AUM)$2.4B$27M
Since20192017
Dividend yield0.38%1.10%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+13.9%-3.9%
CAGR 3Y+15.6%-1.5%
CAGR 5Y+10.0%-2.1%
Sharpe 3Y1.13-0.46
Volatility 1Y8.63%7.22%
Max drawdown-14.19%-22.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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