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ZSB vs SCSB

USCF Sustainable Battery Metals Strategy Fund vs Sterling Capital Short Duration Bond ETF

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

SCSB

Sterling Capital Short Duration Bond ETF

Annual cost

0.33%

Fund size

$33M

Key differences

ZSB is an alternative ETF, while SCSB is a fixed income ETF. ZSB charges 0.59% a year and SCSB 0.33%.

  • ZSB is an alternative fund, while SCSB is a fixed income fund. They carry different risk/return profiles.
  • ZSB follows a multi strategy strategy; SCSB uses active selection.
  • SCSB costs 0.26% less per year.
  • SCSB is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZSBSCSB
Annual cost (TER)0.59%0.33%
Fund size (AUM)$2M$33M
Since20231992
Dividend yield0.81%4.35%
Asset classalternativefixed income
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+68.3%N/A
CAGR 3Y+5.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.17N/A
Volatility 1Y26.52%
Max drawdown-49.26%-0.60%

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

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