BTAL vs. CCOR
Compare and contrast key facts about AGFiQ US Market Neutral Anti-Beta Fund (BTAL) and Core Alternative ETF (CCOR).
BTAL and CCOR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BTAL is a passively managed fund by AGF that tracks the performance of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. It was launched on Sep 13, 2011. CCOR is an actively managed fund by Core Alternative Capital. It was launched on May 24, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTAL or CCOR.
Correlation
The correlation between BTAL and CCOR is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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BTAL vs. CCOR - Performance Comparison
Key characteristics
BTAL:
1.14
CCOR:
0.47
BTAL:
1.84
CCOR:
0.82
BTAL:
1.20
CCOR:
1.10
BTAL:
0.78
CCOR:
0.23
BTAL:
3.43
CCOR:
1.21
BTAL:
6.03%
CCOR:
4.32%
BTAL:
18.22%
CCOR:
10.99%
BTAL:
-38.36%
CCOR:
-23.00%
BTAL:
-9.84%
CCOR:
-14.35%
Returns By Period
In the year-to-date period, BTAL achieves a 15.48% return, which is significantly higher than CCOR's 6.76% return.
BTAL
15.48%
7.34%
11.04%
20.22%
-1.96%
1.89%
CCOR
6.76%
2.66%
0.45%
4.69%
0.46%
N/A
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BTAL vs. CCOR - Expense Ratio Comparison
BTAL has a 2.11% expense ratio, which is higher than CCOR's 1.09% expense ratio.
Risk-Adjusted Performance
BTAL vs. CCOR — Risk-Adjusted Performance Rank
BTAL
CCOR
BTAL vs. CCOR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGFiQ US Market Neutral Anti-Beta Fund (BTAL) and Core Alternative ETF (CCOR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BTAL vs. CCOR - Dividend Comparison
BTAL's dividend yield for the trailing twelve months is around 3.02%, more than CCOR's 1.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|
Drawdowns
BTAL vs. CCOR - Drawdown Comparison
The maximum BTAL drawdown since its inception was -38.36%, which is greater than CCOR's maximum drawdown of -23.00%. Use the drawdown chart below to compare losses from any high point for BTAL and CCOR. For additional features, visit the drawdowns tool.
Volatility
BTAL vs. CCOR - Volatility Comparison
The current volatility for AGFiQ US Market Neutral Anti-Beta Fund (BTAL) is NaN%, while Core Alternative ETF (CCOR) has a volatility of NaN%. This indicates that BTAL experiences smaller price fluctuations and is considered to be less risky than CCOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with BTAL or CCOR
Recent discussions
Market filter for screeners
Scott Allen
Discrepancy between SPY and ^GSPC?
Hello, from the charts, SPY seems to be outperforming its benchmark ^GSPC. That looks strange. From my understanding, SPY is designed to closely track the S&P 500.
Could there be an error in the charts?
Hedge Cat
Getting Historical Performance - capped by available data?
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