Screener
ZSB vs XRLX
USCF Sustainable Battery Metals Strategy Fund vs FundX Conservative ETF
Key differences
ZSB is an alternative ETF, while XRLX is a fixed income ETF. ZSB charges 0.59% a year and XRLX 1.20%.
- ZSB is an alternative fund, while XRLX is a fixed income fund. They carry different risk/return profiles.
- ZSB follows a multi strategy strategy; XRLX uses active selection.
- ZSB costs 0.61% less per year.
- XRLX is much larger than ZSB. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZSB | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.59% | 1.20% |
| Fund size (AUM) | $2M | $52M |
| Since | 2023 | 2002 |
| Dividend yield | 0.81% | 2.57% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +68.3% | +15.9% |
| CAGR 3Y | +5.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.17 | N/A |
| Volatility 1Y | 26.52% | 8.38% |
| Max drawdown | -49.26% | -15.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.