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CCOR vs IG

Core Alternative ETF vs Principal Investment Grade Corporate ETF

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

IG

Principal Investment Grade Corporate ETF

Annual cost

0.19%

Fund size

$180M

Key differences

CCOR is an alternative ETF, while IG is a fixed income ETF. CCOR charges 1.29% a year and IG 0.19%.

  • CCOR is an alternative fund, while IG is a fixed income fund. They carry different risk/return profiles.
  • CCOR follows a option income strategy; IG uses active selection.
  • IG costs 1.10% less per year.
  • IG is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IG has delivered higher annualized returns.

Side-by-side comparison

CCORIG
Annual cost (TER)1.29%0.19%
Fund size (AUM)$27M$180M
Since20172018
Dividend yield1.10%5.04%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y-4.5%+5.3%
CAGR 3Y-1.5%+5.0%
CAGR 5Y-2.3%+0.1%
Sharpe 3Y-0.460.24
Volatility 1Y7.18%4.67%
Max drawdown-22.99%-23.17%

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

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