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LST vs ZSB

Leuthold Select Industries ETF vs USCF Sustainable Battery Metals Strategy Fund

LST

Leuthold Select Industries ETF

Annual cost

0.65%

Fund size

$171M

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

Key differences

LST is an equity ETF, while ZSB is an alternative ETF. LST charges 0.65% a year and ZSB 0.59%.

  • LST is an equity fund, while ZSB is an alternative fund. They carry different risk/return profiles.
  • LST follows a active selection strategy; ZSB uses multi strategy.
  • ZSB costs 0.06% less per year.
  • LST is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSTZSB
Annual cost (TER)0.65%0.59%
Fund size (AUM)$171M$2M
Since20002023
Dividend yield0.33%0.81%
Asset classequityalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+32.5%+69.0%
CAGR 3YN/A+4.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.16
Volatility 1Y14.60%26.52%
Max drawdown-19.47%-49.26%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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