BEDZ vs CNCR

BEDZ vs CNCR

Which is better, BEDZ or CNCR?

BEDZ has been ahead.

CNCR has a lower expense ratio. BEDZ led over 1Y and the full window.

Lower Fees: CNCRHigher Returns: BEDZ

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

MetricBEDZCNCR
Expense Ratio0.99%0.79%Best
AUM$3M$7M
Dividend Yield2.06%0.00%
Holdings2567
Volatility (annualized)24.1%Best30.7%
Max Drawdown-29.7%Best-73.5%
$10,000 over 4.1 years$12,048Best$3,258
Fund FamilyAdvisor SharesLoncar Investments
CategoryEquityEquity
StyleSmall Cap BlendSmall Cap Blend
InceptionApr 20, 2021Oct 13, 2015

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 451 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BEDZ has data through Aug 21, 2026 and CNCR through May 27, 2025.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Apr 21, 2021 to May 23, 2025 (4.1 years).

Compare BEDZ against instead:BEDZ vs SPYBEDZ vs QQQBEDZ vs VOOBEDZ vs VTICNCR against:CNCR vs VXUS

Risk: Volatility and Drawdowns

CNCR has been the more volatile fund, with annualized monthly volatility of 30.7% compared with 24.1% for BEDZ. 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 -29.7% for BEDZ and -73.5% for CNCR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BEDZ charges 0.99% per year while CNCR charges 0.79%. On a $10,000 position that is $99 vs $79 annually, a gap of $20 per year that compounds over a long holding period. On income, BEDZ currently yields 2.06% against 0.00% for CNCR.

You are not choosing between two funds in isolation.

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

BEDZCNCR

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Frequently Asked Questions

Which is cheaper, BEDZ or CNCR?

BEDZ has an expense ratio of 0.99% while CNCR charges 0.79%. CNCR is the cheaper option, by $20 a year on a $10,000 investment.

Which is riskier, BEDZ or CNCR?

CNCR has been the more volatile fund at 30.7% annualized versus 24.1% for BEDZ. Worst drawdown: BEDZ -29.7% vs CNCR -73.5%.

Should I hold both BEDZ and CNCR?

BEDZ and CNCR have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BEDZ or CNCR?

BEDZ yields 2.06% while CNCR yields 0.00%, so BEDZ currently pays the higher dividend yield.

Is CNCR better than BEDZ?

CNCR has a lower expense ratio. BEDZ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.