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CCOR vs PHYD

Core Alternative ETF vs Putnam ESG High Yield ETF

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

PHYD

Putnam ESG High Yield ETF

Annual cost

0.55%

Fund size

$8M

Key differences

CCOR is an alternative ETF, while PHYD is a fixed income ETF. CCOR charges 1.29% a year and PHYD 0.55%.

  • CCOR is an alternative fund, while PHYD is a fixed income fund. They carry different risk/return profiles.
  • CCOR follows a option income strategy; PHYD uses active selection.
  • PHYD costs 0.74% less per year.
  • CCOR is much larger than PHYD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PHYD has delivered higher annualized returns.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORPHYD
Annual cost (TER)1.29%0.55%
Fund size (AUM)$27M$8M
Since20172023
Dividend yield1.10%8.45%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y-4.5%+7.7%
CAGR 3Y-1.5%+8.9%
CAGR 5Y-2.3%N/A
Sharpe 3Y-0.461.14
Volatility 1Y7.18%3.36%
Max drawdown-22.99%-4.33%

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

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