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ZSB vs CGGE

USCF Sustainable Battery Metals Strategy Fund vs Capital Group Global Equity ETF

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

CGGE

Capital Group Global Equity ETF

Annual cost

0.47%

Fund size

$2.8B

Key differences

ZSB is an alternative ETF, while CGGE is an equity ETF. ZSB charges 0.59% a year and CGGE 0.47%.

  • ZSB is an alternative fund, while CGGE is an equity fund. They carry different risk/return profiles.
  • ZSB follows a multi strategy strategy; CGGE uses index tracking.
  • CGGE costs 0.12% less per year.
  • CGGE is much larger than ZSB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZSBCGGE
Annual cost (TER)0.59%0.47%
Fund size (AUM)$2M$2.8B
Since20232024
Dividend yield0.81%0.37%
Asset classalternativeequity
Regionglobal
Strategymulti strategyindex tracking
CAGR 1Y+68.3%+19.7%
CAGR 3Y+5.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.17N/A
Volatility 1Y26.52%14.05%
Max drawdown-49.26%-14.44%

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

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