Screener
ZSB vs CTA
USCF Sustainable Battery Metals Strategy Fund vs Simplify Managed Futures Strategy ETF
Key differences
Both ZSB and CTA are alternative ETFs. ZSB charges 0.59% a year and CTA 0.75%. The main difference: ZSB follows a multi strategy strategy; CTA uses systematic alpha.
- ZSB follows a multi strategy strategy; CTA uses systematic alpha.
- ZSB costs 0.16% less per year.
- CTA is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CTA has delivered higher annualized returns.
Side-by-side comparison
| ZSB | CTA | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.75% |
| Fund size (AUM) | $2M | $1.6B |
| Since | 2023 | 2022 |
| Dividend yield | 0.81% | 5.05% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | multi strategy | systematic alpha |
| CAGR 1Y | +69.0% | +12.2% |
| CAGR 3Y | +4.9% | +10.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.16 | 0.51 |
| Volatility 1Y | 26.52% | 20.23% |
| Max drawdown | -49.26% | -18.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.