CCOR vs SCHD
CCOR vs SCHD
Core Alternative ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CCOR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.29% | 0.06% | |
| AUM | $28M | $103.7B | |
| Dividend Yield | 1.02% | 3.31% | |
| Holdings | 45 | 104 | |
| YTD Return | +1.33% | +24.26% | |
| 1Y Return | +0.92% | +31.38% | |
| 3Y Return (annualized) | -1.05% | +15.08% | |
| 5Y Return (annualized) | -1.45% | +9.72% | |
| Volatility (annualized) | 7.7% | 13.6% | |
| Max Drawdown | -23.0% | -33.4% | |
| Fund Family | Core Alternative Capital | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | May 23, 2017 | Oct 20, 2011 |
CCOR vs SCHD Performance
Core Alternative ETF (CCOR) is a ETF from Core Alternative Capital and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CCOR returned +0.92% while SCHD returned +31.38%. Year to date, CCOR is up 1.33% versus a gain of 24.26% for SCHD.
Over three years, CCOR compounded at -1.05% per year against +15.08% for SCHD; over five years the annualized figures are -1.45% and +9.72% respectively. Across the full 9-year window we track, SCHD has the edge at +11.39% annualized vs +1.24%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 7.7% for CCOR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.0% for CCOR and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CCOR charges 1.29% per year while SCHD charges 0.06%. On a $10,000 position that is $129 vs $6 annually, a gap of $123 per year that compounds over a long holding period. On income, CCOR currently yields 1.02% against 3.31% for SCHD.
Holdings Overlap
CCOR and SCHD share 9 holdings out of 129 unique holdings combined, representing a 18.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CCOR | Weight in SCHD | Difference |
|---|---|---|---|
| CVX | 4.09% | 3.95% | 0.14% |
| AMGN | 2.94% | 4.25% | 1.31% |
| PG | 2.29% | 4.15% | 1.86% |
| MRK | Pro | Pro | Pro |
| LMT | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| ACN | Pro | Pro | Pro |
| PAYX | Pro | Pro | Pro |
| BR | Pro | Pro | Pro |
See all 9 holdings CCOR shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CCOR or SCHD?
CCOR has an expense ratio of 1.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
Which performed better, CCOR or SCHD?
Over the past year CCOR returned +0.92% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), CCOR annualized +1.24% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, CCOR or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 7.7% for CCOR. Worst drawdown: CCOR -23.0% vs SCHD -33.4%.
Should I hold both CCOR and SCHD?
CCOR and SCHD have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CCOR and SCHD?
CCOR and SCHD share 9 common holdings with a 18.4% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, CCOR or SCHD?
CCOR yields 1.02% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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