CCNR vs VYM

CCNR vs VYM

Which is better, CCNR or VYM?

Commodities against Large Cap Value.

VYM 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 26.1%.

Lower Fees: VYMHigher 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

MetricCCNRVYM
Expense Ratio0.39%0.04%Best
AUM$473M$81.6B
Dividend Yield2.74%2.22%
Holdings312613
YTD Return+20.00%Best+11.47%
1Y Return+39.17%Best+15.94%
3Y Return (annualized)-+18.03%
5Y Return (annualized)-+12.35%
Volatility (annualized)17.5%10.3%Best
Max Drawdown-19.1%-14.5%Best
$10,000 over 2.2 years$16,697Best$13,898
Top 10 Weight10.5%Best26.1%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryCommodityEquity
StyleCommoditiesLarge Cap Value
InceptionJul 10, 2024Nov 10, 2006

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 21, 2026 (2.2 years).

CCNR vs VYM 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 VYM Performance

ALPS/CoreCommodity Natural Resources ETF (CCNR) is an ETF from ALPS Advisors and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CCNR returned +39.17% while VYM returned +15.94%. Year to date, CCNR is up 20.00% versus a gain of 11.47% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CCNR has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 10.3% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CCNR charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, CCNR currently yields 2.74% against 2.22% for VYM.

Holdings Overlap

CCNR already in VYM16.2%
VYM already in CCNR7.4%

16.2% of CCNR's money is in holdings VYM also owns. 7.4% of VYM's money is in holdings CCNR also owns.

CCNR and VYM share little of their money.

40 positions in common, counted across the 300 positions we hold weights for in CCNR and 557 in VYM, against full books of 312 and 613.

What only one of them owns

Our book lists 489 positions for VYM that do not appear in our book for CCNR (89.7% of the fund), and 57 for CCNR that do not appear in VYM (15.4%).

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 VYMDifference
XOMExxon Mobil Corp.0.09%2.63%2.54%
CVXChevron Corp0.10%1.48%1.38%
EOGEog Resources Inc0.86%0.32%0.54%
OXYOccidental Petroleum Corp.0.84%0.17%0.67%
MURMurphy Oil Corp0.98%0.02%0.96%
COPConocophillips Common Stock USD 0.010.35%0.60%0.25%
SLBSchlumberger Nv.0.61%0.30%0.31%
PRPermian Resource0.83%0.07%0.76%
OASChord Energy Corp0.86%0.03%0.83%
CFCf Industries Holdings Inc.0.81%0.08%0.73%

You are not choosing between two funds in isolation.

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

CCNRVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CCNR or VYM?

CCNR has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, CCNR or VYM?

Over the past year CCNR returned +39.17% vs +15.94% for VYM, so CCNR leads on 1-year performance. Over the longest common window we track (2 years), CCNR annualized +26.24% vs +16.14% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CCNR or VYM?

CCNR has been the more volatile fund at 17.5% annualized versus 10.3% for VYM. Worst drawdown: CCNR -19.1% vs VYM -14.5%.

Should I hold both CCNR and VYM?

CCNR and VYM have a monthly-return correlation of 0.55, 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 VYM?

16.2% of CCNR's money is in holdings VYM also owns. 7.4% of VYM's is in holdings CCNR also owns. They hold 40 positions in common, counted across the 300 positions we hold weights for in CCNR and 557 in VYM.

Which pays a higher dividend, CCNR or VYM?

CCNR yields 2.74% while VYM yields 2.22%, so CCNR currently pays the higher dividend yield.

Is VYM better than CCNR?

VYM 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 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.