Screener
ZSB vs LCR
USCF Sustainable Battery Metals Strategy Fund vs Leuthold Core ETF
Key differences
ZSB is an alternative ETF, while LCR is a mixed asset ETF. ZSB charges 0.59% a year and LCR 0.84%.
- ZSB is an alternative fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
- ZSB follows a multi strategy strategy; LCR uses active selection.
- ZSB costs 0.25% less per year.
- LCR is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LCR has delivered higher annualized returns.
Side-by-side comparison
| ZSB | LCR | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.84% |
| Fund size (AUM) | $2M | $69M |
| Since | 2023 | 2020 |
| Dividend yield | 0.81% | 1.31% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +69.0% | +12.4% |
| CAGR 3Y | +4.9% | +11.3% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | 0.16 | 0.92 |
| Volatility 1Y | 26.52% | 7.70% |
| Max drawdown | -49.26% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.