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DEFR vs CCOR

Aptus Deferred Income ETF vs Core Alternative ETF

DEFR

Aptus Deferred Income ETF

Annual cost

0.79%

Fund size

$122M

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

Both DEFR and CCOR are alternative ETFs. DEFR charges 0.79% a year and CCOR 1.29%. The main difference: DEFR costs 0.50% less per year.

  • DEFR costs 0.50% less per year.
  • DEFR 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

DEFRCCOR
Annual cost (TER)0.79%1.29%
Fund size (AUM)$122M$27M
Since20252017
Dividend yield0.00%1.10%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+4.2%-3.9%
CAGR 3YN/A-1.4%
CAGR 5YN/A-2.1%
Sharpe 3YN/A-0.46
Volatility 1Y5.17%7.21%
Max drawdown-3.90%-22.99%

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

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