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ZSB vs CGCB

USCF Sustainable Battery Metals Strategy Fund vs Capital Group Core Bond ETF

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

CGCB

Capital Group Core Bond ETF

Annual cost

0.27%

Fund size

$5.2B

Key differences

ZSB is an alternative ETF, while CGCB is a fixed income ETF. ZSB charges 0.59% a year and CGCB 0.27%.

  • ZSB is an alternative fund, while CGCB is a fixed income fund. They carry different risk/return profiles.
  • ZSB follows a multi strategy strategy; CGCB uses active selection.
  • CGCB costs 0.32% less per year.
  • CGCB is much larger than ZSB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZSBCGCB
Annual cost (TER)0.59%0.27%
Fund size (AUM)$2M$5.2B
Since20232023
Dividend yield0.81%4.21%
Asset classalternativefixed income
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+68.3%+4.3%
CAGR 3Y+5.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.17N/A
Volatility 1Y26.52%3.94%
Max drawdown-49.26%-5.16%

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

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