CCOR vs QQQ

CCOR vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricCCORQQQWinner
Expense Ratio1.29%0.18%
AUM$28M$496.3B
Dividend Yield0.99%0.44%
Holdings44108
YTD Return+1.85%+16.19%
1Y Return+0.49%+25.22%
3Y Return (annualized)-0.70%+25.47%
5Y Return (annualized)-1.59%+14.34%
Volatility (annualized)7.7%30.6%
Max Drawdown-23.0%-83.0%
Fund FamilyCore Alternative CapitalInvesco (US)
CategoryAlternativeEquity
InceptionMay 23, 2017Mar 10, 1999

CCOR vs QQQ Performance

Core Alternative ETF (CCOR) is a ETF from Core Alternative Capital and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CCOR returned +0.49% while QQQ returned +25.22%. Year to date, CCOR is up 1.85% versus a gain of 16.19% for QQQ.

Over three years, CCOR compounded at -0.70% per year against +25.47% for QQQ; over five years the annualized figures are -1.59% and +14.34% respectively. Across the full 9-year window we track, QQQ has the edge at +13.01% annualized vs +1.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -83.0% for QQQ. 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CCOR charges 1.29% per year while QQQ charges 0.18%. On a $10,000 position that is $129 vs $18 annually, a gap of $111 per year that compounds over a long holding period. On income, CCOR currently yields 0.99% against 0.44% for QQQ.

Holdings Overlap

21.6%overlap

CCOR and QQQ share 10 holdings out of 130 unique holdings combined, representing a 21.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CCORWeight in QQQDifference
AAPL3.07%7.27%4.20%
MSFT3.80%5.76%1.96%
GOOGL5.07%3.36%1.71%
AMZNProProPro
AMDProProPro
WMTProProPro
METAProProPro
AMGNProProPro
PAYXProProPro
ADBEProProPro
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Frequently Asked Questions

Which is cheaper, CCOR or QQQ?

CCOR has an expense ratio of 1.29% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $111 per year of difference.

Which performed better, CCOR or QQQ?

Over the past year CCOR returned +0.49% vs +25.22% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (9 years), CCOR annualized +1.28% vs +13.01% for QQQ. Past performance does not guarantee future results.

Which is riskier, CCOR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 7.7% for CCOR. Worst drawdown: CCOR -23.0% vs QQQ -83.0%.

Should I hold both CCOR and QQQ?

CCOR and QQQ have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CCOR and QQQ?

CCOR and QQQ share 10 common holdings with a 21.6% weight overlap. Combined, they hold 130 unique securities.

Which pays a higher dividend, CCOR or QQQ?

CCOR yields 0.99% while QQQ yields 0.44%, so CCOR currently pays the higher dividend yield.

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