CCNR vs SPY

Quick Verdict

SPY has a lower expense ratio. CCNR delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: CCNRMore Diversified: SPY

Side-by-Side Comparison

MetricCCNRSPYWinner
Expense Ratio0.39%0.09%
AUM$418M$789.1B
Dividend Yield1.02%1.01%
Holdings311505
YTD Return+20.63%+13.39%
1Y Return+54.01%+22.52%
3Y Return (annualized)-+21.36%
5Y Return (annualized)-+13.19%
Volatility (annualized)16.8%15.3%
Max Drawdown-19.1%-56.5%
Fund FamilyALPS AdvisorsState Street Investment Management
CategoryCommodityEquity
InceptionJul 10, 2024Jan 22, 1993

CCNR vs SPY Performance

ALPS/CoreCommodity Natural Resources ETF (CCNR) is a ETF from ALPS Advisors and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year CCNR returned +54.01% while SPY returned +22.52%. Year to date, CCNR is up 20.63% versus a gain of 13.39% for SPY.

Risk: Volatility and Drawdowns

CCNR has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.3% for SPY. 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 -19.1% for CCNR and -56.5% for SPY. 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CCNR charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, CCNR currently yields 1.02% against 1.01% for SPY.

Holdings Overlap

1.4%overlap

CCNR and SPY share 20 holdings out of 789 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CCNRWeight in SPYDifference
CTVA1.08%0.09%0.99%
TSN1.13%0.03%1.10%
ADM1.05%0.06%0.99%
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Frequently Asked Questions

Which is cheaper, CCNR or SPY?

CCNR has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, CCNR or SPY?

Over the past year CCNR returned +54.01% vs +22.52% for SPY, so CCNR leads on 1-year performance. Over the longest common window we track (2 years), CCNR annualized +28.16% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, CCNR or SPY?

CCNR has been the more volatile fund at 16.8% annualized versus 15.3% for SPY. Worst drawdown: CCNR -19.1% vs SPY -56.5%.

Should I hold both CCNR and SPY?

CCNR and SPY have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CCNR and SPY?

CCNR and SPY share 20 common holdings with a 1.4% weight overlap. Combined, they hold 789 unique securities.

Which pays a higher dividend, CCNR or SPY?

CCNR yields 1.02% while SPY yields 1.01%, so CCNR currently pays the higher dividend yield.

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