CCOR vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricCCORVTIWinner
Expense Ratio1.29%0.03%
AUM$28M$663.5B
Dividend Yield1.02%1.07%
Holdings453,543
YTD Return+1.23%+13.57%
1Y Return-0.24%+24.23%
3Y Return (annualized)-1.02%+20.73%
5Y Return (annualized)-1.49%+12.24%
Volatility (annualized)7.7%15.3%
Max Drawdown-23.0%-56.6%
Fund FamilyCore Alternative CapitalVanguard (US)
CategoryAlternativeEquity
InceptionMay 23, 2017May 24, 2001

CCOR vs VTI Performance

Core Alternative ETF (CCOR) is a ETF from Core Alternative Capital and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CCOR returned -0.24% while VTI returned +24.23%. Year to date, CCOR is up 1.23% versus a gain of 13.57% for VTI.

Over three years, CCOR compounded at -1.02% per year against +20.73% for VTI; over five years the annualized figures are -1.49% and +12.24% respectively. Across the full 9-year window we track, VTI has the edge at +8.12% annualized vs +1.22%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CCOR charges 1.29% per year while VTI charges 0.03%. On a $10,000 position that is $129 vs $3 annually, a gap of $126 per year that compounds over a long holding period. On income, CCOR currently yields 1.02% against 1.07% for VTI.

Holdings Overlap

21.7%overlap

CCOR and VTI share 33 holdings out of 2788 unique holdings combined, representing a 21.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CCORWeight in VTIDifference
AAPL2.37%5.84%3.47%
GOOGL5.29%2.88%2.41%
MSFT3.18%3.81%0.63%
AMZNProProPro
JNJProProPro
XOMProProPro
MSProProPro
CVXProProPro
WMTProProPro
JPMProProPro
See all 10 holdings CCOR shares with VTI
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Frequently Asked Questions

Which is cheaper, CCOR or VTI?

CCOR has an expense ratio of 1.29% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

Which performed better, CCOR or VTI?

Over the past year CCOR returned -0.24% vs +24.23% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), CCOR annualized +1.22% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, CCOR or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 7.7% for CCOR. Worst drawdown: CCOR -23.0% vs VTI -56.6%.

Should I hold both CCOR and VTI?

CCOR and VTI have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CCOR and VTI?

CCOR and VTI share 33 common holdings with a 21.7% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, CCOR or VTI?

CCOR yields 1.02% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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