Screener
PHEQ vs CCOR
Parametric Hedged Equity ETF vs Core Alternative ETF
Key differences
Both PHEQ and CCOR are alternative ETFs. PHEQ charges 0.29% a year and CCOR 1.29%. The main difference: PHEQ follows a long short strategy; CCOR uses option income.
- PHEQ follows a long short strategy; CCOR uses option income.
- PHEQ costs 1.00% less per year.
- PHEQ 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
| PHEQ | CCOR | |
|---|---|---|
| Annual cost (TER) | 0.29% | 1.29% |
| Fund size (AUM) | $138M | $27M |
| Since | 2023 | 2017 |
| Dividend yield | 1.03% | 1.10% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +14.3% | -3.9% |
| CAGR 3Y | N/A | -1.4% |
| CAGR 5Y | N/A | -2.1% |
| Sharpe 3Y | N/A | -0.46 |
| Volatility 1Y | 6.16% | 7.21% |
| Max drawdown | -12.55% | -22.99% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.