Compare · 2 funds side by side · dividends reinvested

CCOR and SCHD

CCORCore Alternative×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

CCOR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Core Alternative ETFUnsorted1.16%0.91%+5.3%+8.3%+1.0%−0.7%−8.8%10.0%$28M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CCOR 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Core Alternative ETF · $28M$9,676

CCOR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 19.2% in common

CCORMeasureSCHD

+5.3%Year to dateJan 1 → Nov 6+31.4%

+8.3%1 yearTotal return+37.0%

+1.0%3 years · per year$10,000 became $10,289 · $17,266+20.0%

−0.7%5 years · per year$10,000 became $9,676 · $16,267+10.2%

1.16%Expense ratio$116 · $6 a year on $10k · lower is better0.06%

0.91%Trailing 12-mo yield$91 · $300 a year on $10k3.00%

−8.8%Worst dropSmaller is better−6.9%

10.0%VolatilityLower is calmer11.7%

CCORSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CCOR vs SCHD: Top 5 Holdings

Today

CCOR

20.2%in top 5

SCHD

in top 521.4%

CCORStockSCHD

4.6%JNJnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.3%MSFTnot top 5

not top 5AMGN4.1%

4.1%GOOGLnot top 5

3.7%XOMnot top 5

3.7%EMRnot top 5

Held in common19.2%

End-of-day Nov 6, 2026 · share of each fund

CCOR vs SCHD Returns, Every Period

Core AlternativeCCOR

−0.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CCORSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CCOR vs SCHD

YTD

Core AlternativeCCOR

+5.3%

SCHDSchwab

+31.4%

+5.3%Year to date+31.4%

−8.8%Worst drop · 1Y−6.9%

10.0%Volatility · 1Y11.7%

0.9%Yield3.0%

$27.8MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CCOR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CCOR1.16%$116

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CCOR, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

CCOR0.91%$91

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CCOR$91 − $116 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CCOR, SCHD

Today

19.2%most shared, CCOR and SCHD

CCORSCHD

CCOR—19.2%

SCHD19.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

CCORWorst drop−8.8%10.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCCOR

+31.4%Year to date+5.3%

3.0%Yield0.9%

+37.0%Past year+8.3%

0.06%Fee1.16%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026