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ZSB vs CGGO

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

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

CGGO

Capital Group Global Growth Equity ETF

Annual cost

0.47%

Fund size

$11.4B

Key differences

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

  • ZSB is an alternative fund, while CGGO is an equity fund. They carry different risk/return profiles.
  • ZSB follows a multi strategy strategy; CGGO uses active selection.
  • CGGO costs 0.12% less per year.
  • CGGO is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGGO has delivered higher annualized returns.

Side-by-side comparison

ZSBCGGO
Annual cost (TER)0.59%0.47%
Fund size (AUM)$2M$11.4B
Since20232022
Dividend yield0.81%1.71%
Asset classalternativeequity
Regionglobal
Strategymulti strategyactive selection
CAGR 1Y+68.3%+31.3%
CAGR 3Y+5.2%+20.8%
CAGR 5YN/AN/A
Sharpe 3Y0.171.00
Volatility 1Y26.52%17.53%
Max drawdown-49.26%-24.90%

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

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