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CCOR vs YLD

Core Alternative ETF vs Principal Active High Yield ETF

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

CCOR is an alternative ETF, while YLD is a fixed income ETF. CCOR charges 1.29% a year and YLD 0.39%.

  • CCOR is an alternative fund, while YLD is a fixed income fund. They carry different risk/return profiles.
  • CCOR follows a option income strategy; YLD uses active selection.
  • CCOR covers North America; YLD covers global markets.
  • YLD costs 0.90% less per year.
  • YLD is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, YLD has delivered higher annualized returns.

Side-by-side comparison

CCORYLD
Annual cost (TER)1.29%0.39%
Fund size (AUM)$27M$545M
Since20172015
Dividend yield1.10%7.29%
Asset classalternativefixed income
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y-4.5%+6.7%
CAGR 3Y-1.5%+8.9%
CAGR 5Y-2.3%+4.9%
Sharpe 3Y-0.460.90
Volatility 1Y7.18%4.35%
Max drawdown-22.99%-28.34%

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

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