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CCOR vs IWMI

Core Alternative ETF vs NEOS Russell 2000 High Income ETF

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

IWMI

NEOS Russell 2000 High Income ETF

Annual cost

0.68%

Fund size

$909M

Key differences

Both CCOR and IWMI are alternative ETFs. CCOR charges 1.29% a year and IWMI 0.68%. The main difference: IWMI costs 0.61% less per year.

  • IWMI costs 0.61% less per year.
  • IWMI is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORIWMI
Annual cost (TER)1.29%0.68%
Fund size (AUM)$27M$909M
Since20172024
Dividend yield1.10%1.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-3.9%+30.5%
CAGR 3Y-1.4%N/A
CAGR 5Y-2.1%N/A
Sharpe 3Y-0.46N/A
Volatility 1Y7.21%15.15%
Max drawdown-22.99%-23.88%

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

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