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CCOR vs AOM

Core Alternative ETF vs iShares Core 40/60 Moderate Allocation ETF

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

AOM

iShares Core 40/60 Moderate Allocation ETF

iShares

Annual cost

0.15%

Fund size

$1.7B

Key differences

  • AOM costs 1.14% less per year.
  • AOM is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
  • CCOR is classified as alternative, while AOM is mixed asset — different risk/return profiles.
  • CCOR follows a option income strategy; AOM uses index tracking.
  • Over the last 3 years, AOM has delivered higher annualized returns.
  • AOM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORAOM
Annual cost (TER)1.29%0.15%
Fund size (AUM)$28M$1.7B
Since20172008
Dividend yield1.08%3.04%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y-4.9%+15.2%
CAGR 3Y-2.5%+10.8%
CAGR 5Y-2.3%+4.9%
Sharpe 3Y-0.560.96
Volatility 1Y6.92%6.55%
Max drawdown-22.99%-19.96%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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