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CCOR vs IJR

Core Alternative ETF vs iShares Core S&P Small-Cap ETF

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 1.23% less per year.
  • IJR is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
  • CCOR is classified as alternative, while IJR is equity — different risk/return profiles.
  • CCOR follows a option income strategy; IJR uses index tracking.
  • Over the last 3 years, IJR has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORIJR
Annual cost (TER)1.29%0.06%
Fund size (AUM)$28M$102.6B
Since20172000
Dividend yield1.08%1.16%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y-4.9%+33.1%
CAGR 3Y-2.5%+15.4%
CAGR 5Y-2.3%+5.9%
Sharpe 3Y-0.560.63
Volatility 1Y6.92%17.65%
Max drawdown-22.99%-44.36%

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

Similar to CCOR and IJR