Screener
LCR vs ZSB
Leuthold Core ETF vs USCF Sustainable Battery Metals Strategy Fund
Key differences
LCR is a mixed asset ETF, while ZSB is an alternative ETF. LCR charges 0.84% a year and ZSB 0.59%.
- LCR is a mixed asset fund, while ZSB is an alternative fund. They carry different risk/return profiles.
- LCR follows a active selection strategy; ZSB uses multi strategy.
- ZSB costs 0.25% less per year.
- LCR is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LCR has delivered higher annualized returns.
Side-by-side comparison
| LCR | ZSB | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.59% |
| Fund size (AUM) | $69M | $2M |
| Since | 2020 | 2023 |
| Dividend yield | 1.31% | 0.81% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +12.4% | +69.0% |
| CAGR 3Y | +11.3% | +4.9% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.92 | 0.16 |
| Volatility 1Y | 7.70% | 26.52% |
| Max drawdown | -17.44% | -49.26% |
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