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CCOR vs ACIO

Core Alternative ETF vs Aptus Collared Investment Opportunity ETF

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

Key differences

Both CCOR and ACIO are alternative ETFs. CCOR charges 1.29% a year and ACIO 0.79%. 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

CCORACIO
Annual cost (TER)1.29%0.79%
Fund size (AUM)$27M$2.4B
Since20172019
Dividend yield1.10%0.38%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-3.9%+12.6%
CAGR 3Y-1.4%+14.9%
CAGR 5Y-2.1%+9.8%
Sharpe 3Y-0.461.07
Volatility 1Y7.21%8.57%
Max drawdown-22.99%-14.19%

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

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