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WCPB vs CCOR

Weitz Core Plus Bond ETF vs Core Alternative ETF

WCPB

Weitz Core Plus Bond ETF

Annual cost

0.45%

Fund size

$162M

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

WCPB is a fixed income ETF, while CCOR is an alternative ETF. WCPB charges 0.45% a year and CCOR 1.29%.

  • WCPB is a fixed income fund, while CCOR is an alternative fund. They carry different risk/return profiles.
  • WCPB follows a active selection strategy; CCOR uses option income.
  • WCPB covers global markets excluding the US; CCOR covers North America.
  • WCPB costs 0.84% less per year.
  • WCPB 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

WCPBCCOR
Annual cost (TER)0.45%1.29%
Fund size (AUM)$162M$27M
Since20252017
Dividend yield1.10%
Asset classfixed incomealternative
Regionglobal ex usnorth america
Strategyactive selectionoption income
CAGR 1YN/A-3.9%
CAGR 3YN/A-1.3%
CAGR 5YN/A-2.1%
Sharpe 3YN/A-0.44
Volatility 1Y7.10%
Max drawdown-2.64%-22.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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