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ABEQ vs BELT

Absolute Select Value ETF vs iShares U.S. Select Equity Active ETF

ABEQ

Absolute Select Value ETF

Annual cost

0.85%

Fund size

$140M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both ABEQ and BELT are equity ETFs. ABEQ charges 0.85% a year and BELT 0.75%. The main difference: BELT costs 0.10% less per year.

  • BELT costs 0.10% less per year.
  • ABEQ is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ABEQBELT
Annual cost (TER)0.85%0.75%
Fund size (AUM)$140M$10M
Since20202024
Dividend yield1.21%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.2%+18.8%
CAGR 3Y+11.5%N/A
CAGR 5Y+7.1%N/A
Sharpe 3Y0.80N/A
Volatility 1Y8.93%17.47%
Max drawdown-27.82%-23.05%

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

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