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ZSB vs CGUS

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

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

ZSB is an alternative ETF, while CGUS is an equity ETF. ZSB charges 0.59% a year and CGUS 0.33%.

  • ZSB is an alternative fund, while CGUS is an equity fund. They carry different risk/return profiles.
  • ZSB follows a multi strategy strategy; CGUS uses active selection.
  • CGUS costs 0.26% less per year.
  • CGUS is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGUS has delivered higher annualized returns.

Side-by-side comparison

ZSBCGUS
Annual cost (TER)0.59%0.33%
Fund size (AUM)$2M$10.8B
Since20232022
Dividend yield0.81%0.87%
Asset classalternativeequity
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+68.3%+23.1%
CAGR 3Y+5.2%+22.2%
CAGR 5YN/AN/A
Sharpe 3Y0.171.22
Volatility 1Y26.52%12.64%
Max drawdown-49.26%-22.15%

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

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