Screener
ZSB vs MSMR
USCF Sustainable Battery Metals Strategy Fund vs McElhenny Sheffield Managed Risk ETF
Key differences
ZSB is an alternative ETF, while MSMR is an equity ETF. ZSB charges 0.59% a year and MSMR 1.06%.
- ZSB is an alternative fund, while MSMR is an equity fund. They carry different risk/return profiles.
- ZSB follows a multi strategy strategy; MSMR uses active selection.
- ZSB costs 0.47% less per year.
- MSMR is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSMR has delivered higher annualized returns.
Side-by-side comparison
| ZSB | MSMR | |
|---|---|---|
| Annual cost (TER) | 0.59% | 1.06% |
| Fund size (AUM) | $2M | $180M |
| Since | 2023 | 2021 |
| Dividend yield | 0.81% | 1.82% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +69.0% | +21.3% |
| CAGR 3Y | +4.9% | +18.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.16 | 1.22 |
| Volatility 1Y | 26.52% | 12.34% |
| Max drawdown | -49.26% | -14.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.