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ZSB vs SCUB

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

ZSB

USCF Sustainable Battery Metals Strategy Fund

Annual cost

0.59%

Fund size

$2M

SCUB

Sterling Capital Ultra Short Bond ETF

Annual cost

0.30%

Fund size

$25M

Key differences

ZSB is an alternative ETF, while SCUB is a fixed income ETF. ZSB charges 0.59% a year and SCUB 0.30%.

  • ZSB is an alternative fund, while SCUB is a fixed income fund. They carry different risk/return profiles.
  • ZSB follows a multi strategy strategy; SCUB uses active selection.
  • SCUB costs 0.29% less per year.
  • SCUB is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
  • SCUB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZSBSCUB
Annual cost (TER)0.59%0.30%
Fund size (AUM)$2M$25M
Since20232012
Dividend yield0.81%3.87%
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%-0.16%

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

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