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PY vs CCOR
Principal Value ETF vs Core Alternative ETF
Key differences
- PY costs 1.14% less per year.
- PY is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
- PY is classified as equity, while CCOR is alternative — different risk/return profiles.
- PY follows a active selection strategy; CCOR uses option income.
- Over the last 3 years, PY has delivered higher annualized returns.
Side-by-side comparison
| PY | CCOR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.29% |
| Fund size (AUM) | $212M | $28M |
| Since | 2016 | 2017 |
| Dividend yield | 2.15% | 1.08% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +17.5% | -5.1% |
| CAGR 3Y | +13.5% | -2.5% |
| CAGR 5Y | +7.8% | -2.2% |
| Sharpe 3Y | 0.73 | -0.56 |
| Volatility 1Y | 10.72% | 6.92% |
| Max drawdown | -45.44% | -22.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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