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CCOR vs CDX

Core Alternative ETF vs Simplify High Yield ETF

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

CCOR is an alternative ETF, while CDX is a fixed income ETF. CCOR charges 1.29% a year and CDX 0.25%.

  • CCOR is an alternative fund, while CDX is a fixed income fund. They carry different risk/return profiles.
  • CCOR follows a option income strategy; CDX uses multi strategy.
  • CDX costs 1.04% less per year.
  • CDX is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CDX has delivered higher annualized returns.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORCDX
Annual cost (TER)1.29%0.25%
Fund size (AUM)$27M$407M
Since20172022
Dividend yield1.10%8.31%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y-4.5%-1.8%
CAGR 3Y-1.5%+7.2%
CAGR 5Y-2.3%N/A
Sharpe 3Y-0.460.37
Volatility 1Y7.18%5.74%
Max drawdown-22.99%-13.24%

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

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