Screener
MBCC vs CCOR
Monarch Blue Chips Core ETF vs Core Alternative ETF
Key differences
- MBCC costs 0.15% less per year.
- MBCC is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
- MBCC is classified as equity, while CCOR is alternative — different risk/return profiles.
- MBCC follows a index tracking strategy; CCOR uses option income.
- Over the last 3 years, MBCC has delivered higher annualized returns.
Side-by-side comparison
| MBCC | CCOR | |
|---|---|---|
| Annual cost (TER) | 1.14% | 1.29% |
| Fund size (AUM) | $170M | $28M |
| Since | 2021 | 2017 |
| Dividend yield | 0.35% | 1.08% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +12.8% | -4.9% |
| CAGR 3Y | +15.5% | -2.5% |
| CAGR 5Y | +8.5% | -2.3% |
| Sharpe 3Y | 0.82 | -0.56 |
| Volatility 1Y | 12.14% | 6.92% |
| Max drawdown | -30.62% | -22.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MBCC and CCOR
Explore further