BUFM vs CCOR

BUFM vs CCOR

Which is better, BUFM or CCOR?

BUFM has been ahead.

BUFM has a lower expense ratio. BUFM led over 1Y and the full window.

Lower Fees: BUFMHigher Returns: BUFM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBUFMCCOR
Expense Ratio0.69%Best1.16%
AUM$492M$25M
Dividend Yield0.00%1.00%
Holdings744
YTD Return+4.67%Best-0.81%
1Y Return+7.70%Best-0.54%
3Y Return (annualized)--1.12%
5Y Return (annualized)--1.81%
Volatility (annualized)5.3%Best8.5%
Max Drawdown-9.4%Best-9.8%
$10,000 over 1.8 years$11,674Best$10,087
Fund FamilyAllianceBernstein L.P.Core Alternative Capital
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 9, 2024May 23, 2017

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 10, 2024 to Oct 14, 2026 (1.8 years).

BUFM vs CCOR growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.

Compare BUFM against instead:BUFM vs SPYBUFM vs QQQBUFM vs VOOBUFM vs VTICCOR against:CCOR vs VXUS

BUFM vs CCOR Performance

AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P. and Core Alternative ETF (CCOR) is an ETF from Core Alternative Capital. Over the past year BUFM returned +7.70% while CCOR returned -0.54%. Year to date, BUFM is up 4.67% versus a loss of 0.81% for CCOR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CCOR has been the more volatile fund, with annualized monthly volatility of 8.5% compared with 5.3% for BUFM. 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 -9.4% for BUFM and -9.8% for CCOR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.05. They move largely independently of each other.

Fees and Cost Over Time

BUFM charges 0.69% per year while CCOR charges 1.16%. On a $10,000 position that is $69 vs $116 annually, a gap of $47 per year that compounds over a long holding period. On income, BUFM currently yields 0.00% against 1.00% for CCOR.

You are not choosing between two funds in isolation.

Whichever of BUFM and CCOR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BUFMCCOR

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Frequently Asked Questions

Which is cheaper, BUFM or CCOR?

BUFM has an expense ratio of 0.69% while CCOR charges 1.16%. BUFM is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, BUFM or CCOR?

Over the past year BUFM returned +7.70% vs -0.54% for CCOR, so BUFM leads on 1-year performance. Over the longest common window we track (2 years), BUFM annualized +8.98% vs +0.48% for CCOR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFM or CCOR?

CCOR has been the more volatile fund at 8.5% annualized versus 5.3% for BUFM. Worst drawdown: BUFM -9.4% vs CCOR -9.8%.

Should I hold both BUFM and CCOR?

BUFM and CCOR have a monthly-return correlation of 0.05, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BUFM or CCOR?

BUFM yields 0.00% while CCOR yields 1.00%, so CCOR currently pays the higher dividend yield.

Is CCOR better than BUFM?

BUFM has a lower expense ratio. BUFM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.