Screener
KAT vs ZSB
Scharf ETF vs USCF Sustainable Battery Metals Strategy Fund
Key differences
KAT is an equity ETF, while ZSB is an alternative ETF. KAT charges 0.75% a year and ZSB 0.59%.
- KAT is an equity fund, while ZSB is an alternative fund. They carry different risk/return profiles.
- KAT follows a active selection strategy; ZSB uses multi strategy.
- ZSB costs 0.16% less per year.
- KAT is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | ZSB | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.59% |
| Fund size (AUM) | $682M | $2M |
| Since | 2011 | 2023 |
| Dividend yield | 0.39% | 0.81% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | multi strategy |
| CAGR 1Y | N/A | +69.0% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.16 |
| Volatility 1Y | — | 26.52% |
| Max drawdown | -9.25% | -49.26% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.