Skip to content
Beacon
Screener

CCOR vs FHEQ

Core Alternative ETF vs Fidelity Hedged Equity ETF

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

FHEQ

Fidelity Hedged Equity ETF

Fidelity Investments

Annual cost

0.48%

Fund size

$829M

Key differences

  • FHEQ costs 0.81% less per year.
  • FHEQ is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
  • CCOR follows a option income strategy; FHEQ uses tactical allocation.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORFHEQ
Annual cost (TER)1.29%0.48%
Fund size (AUM)$28M$829M
Since20172024
Dividend yield1.08%0.61%
Asset classalternativealternative
Regionnorth america
Strategyoption incometactical allocation
CAGR 1Y-4.9%+21.3%
CAGR 3Y-2.5%N/A
CAGR 5Y-2.3%N/A
Sharpe 3Y-0.56N/A
Volatility 1Y6.92%9.52%
Max drawdown-22.99%-11.12%

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

Similar to CCOR and FHEQ