Screener
ZSB vs WTMF
USCF Sustainable Battery Metals Strategy Fund vs WisdomTree Managed Futures Strategy Fund
Key differences
Both ZSB and WTMF are alternative ETFs. ZSB charges 0.59% a year and WTMF 0.66%. The main difference: ZSB follows a multi strategy strategy; WTMF uses managed futures.
- ZSB follows a multi strategy strategy; WTMF uses managed futures.
- ZSB costs 0.07% less per year.
- WTMF is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, WTMF has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZSB | WTMF | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.66% |
| Fund size (AUM) | $2M | $235M |
| Since | 2023 | 2011 |
| Dividend yield | 0.81% | 2.80% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | multi strategy | managed futures |
| CAGR 1Y | +69.0% | +20.0% |
| CAGR 3Y | +4.9% | +9.4% |
| CAGR 5Y | N/A | +6.0% |
| Sharpe 3Y | 0.16 | 0.67 |
| Volatility 1Y | 26.52% | 8.84% |
| Max drawdown | -49.26% | -15.99% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.