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WTMF vs CCOR

WisdomTree Managed Futures Strategy Fund vs Core Alternative ETF

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

Both WTMF and CCOR are alternative ETFs. WTMF charges 0.66% a year and CCOR 1.29%. The main difference: WTMF follows a managed futures strategy; CCOR uses option income.

  • WTMF follows a managed futures strategy; CCOR uses option income.
  • WTMF costs 0.63% less per year.
  • WTMF is much larger than CCOR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, WTMF has delivered higher annualized returns.
  • WTMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTMFCCOR
Annual cost (TER)0.66%1.29%
Fund size (AUM)$235M$27M
Since20112017
Dividend yield2.80%1.10%
Asset classalternativealternative
Regionnorth americanorth america
Strategymanaged futuresoption income
CAGR 1Y+20.2%-3.9%
CAGR 3Y+9.7%-1.5%
CAGR 5Y+6.1%-2.1%
Sharpe 3Y0.69-0.46
Volatility 1Y8.93%7.22%
Max drawdown-15.62%-22.99%

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

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