Screener
ZSB vs XCOR
USCF Sustainable Battery Metals Strategy Fund vs Fundx ETF
Key differences
ZSB is an alternative ETF, while XCOR is an equity ETF. ZSB charges 0.59% a year and XCOR 1.15%.
- ZSB is an alternative fund, while XCOR is an equity fund. They carry different risk/return profiles.
- ZSB follows a multi strategy strategy; XCOR uses active selection.
- ZSB costs 0.56% less per year.
- XCOR is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZSB | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.59% | 1.15% |
| Fund size (AUM) | $2M | $193M |
| Since | 2023 | 2001 |
| Dividend yield | 0.81% | 0.38% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +68.3% | +26.2% |
| CAGR 3Y | +5.2% | +22.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.17 | 1.05 |
| Volatility 1Y | 26.52% | 13.29% |
| Max drawdown | -49.26% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.