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CCOR vs OVLH

Core Alternative ETF vs Overlay Shares Hedged Large Cap Equity ETF

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

OVLH

Overlay Shares Hedged Large Cap Equity ETF

Overlay Shares

Annual cost

0.80%

Fund size

$102M

Key differences

  • OVLH costs 0.49% less per year.
  • OVLH is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
  • CCOR follows a option income strategy; OVLH uses volatility strategy.
  • Over the last 3 years, OVLH has delivered higher annualized returns.

Side-by-side comparison

CCOROVLH
Annual cost (TER)1.29%0.80%
Fund size (AUM)$28M$102M
Since20172021
Dividend yield1.08%0.29%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomevolatility strategy
CAGR 1Y-5.1%+20.2%
CAGR 3Y-2.5%+17.3%
CAGR 5Y-2.2%+10.1%
Sharpe 3Y-0.561.34
Volatility 1Y6.92%8.51%
Max drawdown-22.99%-20.69%

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

Similar to CCOR and OVLH