Screener
ZSB vs CGMS
USCF Sustainable Battery Metals Strategy Fund vs Capital Group U.S. Multi-Sector Income ETF
Key differences
ZSB is an alternative ETF, while CGMS is a fixed income ETF. ZSB charges 0.59% a year and CGMS 0.39%.
- ZSB is an alternative fund, while CGMS is a fixed income fund. They carry different risk/return profiles.
- ZSB follows a multi strategy strategy; CGMS uses index tracking.
- CGMS costs 0.20% less per year.
- CGMS is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGMS has delivered higher annualized returns.
Side-by-side comparison
| ZSB | CGMS | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.39% |
| Fund size (AUM) | $2M | $4.9B |
| Since | 2023 | 2022 |
| Dividend yield | 0.81% | 6.08% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +68.3% | +6.4% |
| CAGR 3Y | +5.2% | +7.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.17 | 0.88 |
| Volatility 1Y | 26.52% | 3.44% |
| Max drawdown | -49.26% | -4.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.