Screener
CCOR vs AOR
Core Alternative ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 1.14% less per year.
- AOR is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
- CCOR is classified as alternative, while AOR is mixed asset — different risk/return profiles.
- CCOR follows a option income strategy; AOR uses active selection.
- Over the last 3 years, AOR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CCOR | AOR | |
|---|---|---|
| Annual cost (TER) | 1.29% | 0.15% |
| Fund size (AUM) | $28M | $3.5B |
| Since | 2017 | 2008 |
| Dividend yield | 1.08% | 2.53% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | -4.9% | +19.8% |
| CAGR 3Y | -2.5% | +14.4% |
| CAGR 5Y | -2.3% | +7.1% |
| Sharpe 3Y | -0.56 | 1.11 |
| Volatility 1Y | 6.92% | 8.47% |
| Max drawdown | -22.99% | -22.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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