CCOR vs SCHD
Core Alternative ETF vs Schwab US Dividend Equity ETF
Which is better, CCOR or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. CCOR is less concentrated, with 40.6% of the fund in its ten largest positions against 41.8%.
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
| Metric | CCOR | SCHD |
|---|---|---|
| Expense Ratio | 1.29% | 0.06%Best |
| AUM | $28M | $112.1B |
| Dividend Yield | 0.99% | 3.00% |
| Holdings | 44 | 103 |
| YTD Return | -1.21% | +23.68%Best |
| 1Y Return | -0.16% | +28.36%Best |
| 3Y Return (annualized) | -1.65% | +16.20%Best |
| 5Y Return (annualized) | -1.70% | +10.07%Best |
| Volatility (annualized) | 7.7%Best | 15.8% |
| Max Drawdown | -23.0%Best | -33.4% |
| $10,000 over 5 years | $9,178 | $16,156Best |
| Top 10 Weight | 40.6%Best | 41.8% |
| Fund Family | Core Alternative Capital | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | May 23, 2017 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: May 24, 2017 to Sep 22, 2026 (9.3 years).
CCOR vs SCHD 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 9.3 years both funds cover.
CCOR vs SCHD Performance
Core Alternative ETF (CCOR) is an ETF from Core Alternative Capital and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CCOR returned -0.16% while SCHD returned +28.36%. Year to date, CCOR is down 1.21% versus a gain of 23.68% for SCHD.
Over three years, CCOR compounded at -1.65% per year against +16.20% for SCHD; over five years the annualized figures are -1.70% and +10.07% respectively. Across the full 9-year window we track, SCHD has the edge at +11.37% annualized vs +0.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CCOR charges 1.29% per year while SCHD charges 0.06%. On a $10,000 position that is $129 vs $6 annually, a gap of $123 per year that compounds over a long holding period. On income, CCOR currently yields 0.99% against 3.00% for SCHD.
Holdings Overlap
21.5% of CCOR's money is in holdings SCHD also owns. 28.3% of SCHD's money is in holdings CCOR also owns.
SCHD and CCOR share little of their money.
9 positions in common, counted across the 37 positions we hold weights for in CCOR and 100 in SCHD, against full books of 44 and 103.
What only one of them owns
Our book lists 90 positions for SCHD that do not appear in our book for CCOR (71.6% of the fund), and 27 for CCOR that do not appear in SCHD (81.9%).
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
| Stock | Weight in CCOR | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 3.25% | 4.70% | 1.45% |
| CVXChevron Corp | 3.43% | 4.02% | 0.59% |
| MRKMerck & Company Inc | 2.51% | 4.77% | 2.26% |
| PGProcter & Gamble Company | 2.26% | 3.83% | 1.57% |
| LMTLockheed Martin Corp | 2.84% | 2.78% | 0.06% |
| HDHome Depot Inc/The | 1.67% | 3.88% | 2.21% |
| ACNAccenture Plc | 1.22% | 2.84% | 1.62% |
| PAYXPaychex, Inc. | 2.25% | 1.00% | 1.25% |
| BRBroadridge Financial Solutions, Inc. | 2.08% | 0.51% | 1.57% |
28.3% of SCHD is already inside CCOR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CCOR or SCHD?
CCOR has an expense ratio of 1.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $123 a year on a $10,000 investment.
Which performed better, CCOR or SCHD?
Over the past year CCOR returned -0.16% vs +28.36% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), CCOR annualized +0.94% vs +11.37% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CCOR or SCHD?
SCHD has been the more volatile fund at 15.8% annualized versus 7.7% for CCOR. Worst drawdown: CCOR -23.0% vs SCHD -33.4%.
Should I hold both CCOR and SCHD?
CCOR and SCHD have a monthly-return correlation of 0.37, 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 CCOR and SCHD?
28.3% of SCHD's money is in holdings CCOR also owns. 28.3% of SCHD's is in holdings CCOR also owns. They hold 9 positions in common, counted across the 37 positions we hold weights for in CCOR and 100 in SCHD.
Which pays a higher dividend, CCOR or SCHD?
CCOR yields 0.99% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CCOR?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. CCOR is less concentrated, with 40.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.