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USMD vs CCOR

CoreValues America First Technology ETF vs Core Alternative ETF

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

Key differences

  • USMD costs 0.42% less per year.
  • CCOR is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • USMD is classified as equity, while CCOR is alternative — different risk/return profiles.
  • USMD follows a active selection strategy; CCOR uses option income.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USMDCCOR
Annual cost (TER)0.87%1.29%
Fund size (AUM)$0.3M$28M
Since20262017
Dividend yield1.08%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/A-4.9%
CAGR 3YN/A-2.5%
CAGR 5YN/A-2.3%
Sharpe 3YN/A-0.56
Volatility 1Y6.92%
Max drawdown-9.51%-22.99%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to USMD and CCOR