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ZSB vs CGIE

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

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

CGIE

Capital Group International Equity ETF

Annual cost

0.54%

Fund size

$2.2B

Key differences

ZSB is an alternative ETF, while CGIE is an equity ETF. ZSB charges 0.59% a year and CGIE 0.54%.

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

Side-by-side comparison

ZSBCGIE
Annual cost (TER)0.59%0.54%
Fund size (AUM)$2M$2.2B
Since20232023
Dividend yield0.81%1.11%
Asset classalternativeequity
Regionglobal ex us
Strategymulti strategyindex tracking
CAGR 1Y+68.3%+11.7%
CAGR 3Y+5.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.17N/A
Volatility 1Y26.52%16.31%
Max drawdown-49.26%-13.81%

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

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