CCNR vs VTI

CCNR vs VTI

Which is better, CCNR or VTI?

Commodities against Large Cap Blend.

VTI has a lower expense ratio. CCNR led over 1Y and the full window. CCNR is less concentrated, with 10.5% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: CCNRLess Concentrated: CCNR

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

MetricCCNRVTI
Expense Ratio0.39%0.03%Best
AUM$473M$666.9B
Dividend Yield2.74%1.03%
Holdings3123,543
YTD Return+20.72%Best+12.30%
1Y Return+40.75%Best+16.08%
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)17.4%12.5%Best
Max Drawdown-19.1%Best-19.3%
$10,000 over 2.2 years$16,831Best$14,078
Top 10 Weight10.5%Best33.3%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryCommodityEquity
StyleCommoditiesLarge Cap Blend
InceptionJul 10, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 11, 2024 to Sep 18, 2026 (2.2 years).

CCNR vs VTI 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 2.2 years both funds cover.

CCNR vs VTI Performance

ALPS/CoreCommodity Natural Resources ETF (CCNR) is an ETF from ALPS Advisors and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CCNR returned +40.75% while VTI returned +16.08%. Year to date, CCNR is up 20.72% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CCNR has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 12.5% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.31. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CCNR charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, CCNR currently yields 2.74% against 1.03% for VTI.

Holdings Overlap

CCNR already in VTI29.6%
VTI already in CCNR3.3%

29.6% of CCNR's money is in holdings VTI also owns. 3.3% of VTI's money is in holdings CCNR also owns.

CCNR and VTI share little of their money.

90 positions in common, counted across the 300 positions we hold weights for in CCNR and 3,463 in VTI, against full books of 312 and 3,543.

What only one of them owns

Our book lists 1,094 positions for VTI that do not appear in our book for CCNR (94.2% of the fund), and 8 for CCNR that do not appear in VTI (2.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CCNRWeight in VTIDifference
CTVACorteva Inc Ctva0.93%0.07%0.86%
MURMurphy Oil Corp0.98%0.01%0.97%
XOMExxon Mobil Corp.0.09%0.89%0.80%
EOGEog Resources Inc0.86%0.11%0.75%
OXYOccidental Petroleum Corp.0.84%0.06%0.78%
OASChord Energy Corp0.86%0.01%0.85%
PRPermian Resource0.83%0.02%0.81%
CFCf Industries Holdings Inc.0.81%0.03%0.78%
BGBunge Global Sa Common Shares0.82%0.02%0.80%
DEDeere & Co Sedol 22612030.60%0.21%0.39%

29.6% of CCNR is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CCNRVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CCNR or VTI?

CCNR has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, CCNR or VTI?

Over the past year CCNR returned +40.75% vs +16.08% for VTI, so CCNR leads on 1-year performance. Over the longest common window we track (2 years), CCNR annualized +26.70% vs +16.82% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CCNR or VTI?

CCNR has been the more volatile fund at 17.4% annualized versus 12.5% for VTI. Worst drawdown: CCNR -19.1% vs VTI -19.3%.

Should I hold both CCNR and VTI?

CCNR and VTI have a monthly-return correlation of 0.31, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CCNR and VTI?

29.6% of CCNR's money is in holdings VTI also owns. 3.3% of VTI's is in holdings CCNR also owns. They hold 90 positions in common, counted across the 300 positions we hold weights for in CCNR and 3,463 in VTI.

Which pays a higher dividend, CCNR or VTI?

CCNR yields 2.74% while VTI yields 1.03%, so CCNR currently pays the higher dividend yield.

Is VTI better than CCNR?

VTI has a lower expense ratio. CCNR led over 1Y and the full window. CCNR is less concentrated, with 10.5% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.