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VOTE vs CCOR

TCW Transform 500 ETF vs Core Alternative ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

VOTE is an equity ETF, while CCOR is an alternative ETF. VOTE charges 0.05% a year and CCOR 1.29%.

  • VOTE is an equity fund, while CCOR is an alternative fund. They carry different risk/return profiles.
  • VOTE follows a index tracking strategy; CCOR uses option income.
  • VOTE costs 1.24% less per year.
  • VOTE is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VOTE has delivered higher annualized returns.

Side-by-side comparison

VOTECCOR
Annual cost (TER)0.05%1.29%
Fund size (AUM)$1.1B$27M
Since20212017
Dividend yield0.89%1.10%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+25.1%-3.9%
CAGR 3Y+22.8%-1.3%
CAGR 5YN/A-2.1%
Sharpe 3Y1.20-0.44
Volatility 1Y12.41%7.10%
Max drawdown-25.70%-22.99%

Similar to VOTE and CCOR