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XNAV vs CCOR

FundX Aggressive ETF vs Core Alternative ETF

XNAV

FundX Aggressive ETF

Annual cost

1.27%

Fund size

$34M

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

Key differences

Both XNAV and CCOR are alternative ETFs. XNAV charges 1.27% a year and CCOR 1.29%. The main difference: XNAV follows a active selection strategy; CCOR uses option income.

  • XNAV follows a active selection strategy; CCOR uses option income.
  • Over the last three years, XNAV has delivered higher annualized returns.
  • XNAV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XNAVCCOR
Annual cost (TER)1.27%1.29%
Fund size (AUM)$34M$27M
Since20022017
Dividend yield0.47%1.10%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+39.1%-3.9%
CAGR 3Y+24.2%-1.5%
CAGR 5YN/A-2.1%
Sharpe 3Y1.03-0.46
Volatility 1Y17.88%7.22%
Max drawdown-24.27%-22.99%

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

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