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ADPV vs BELT

Adaptiv Select ETF vs iShares U.S. Select Equity Active ETF

ADPV

Adaptiv Select ETF

Annual cost

1.00%

Fund size

$183M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both ADPV and BELT are equity ETFs. ADPV charges 1.00% a year and BELT 0.75%. The main difference: BELT costs 0.25% less per year.

  • BELT costs 0.25% less per year.
  • ADPV is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ADPVBELT
Annual cost (TER)1.00%0.75%
Fund size (AUM)$183M$10M
Since20222024
Dividend yield0.64%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+34.2%+18.8%
CAGR 3Y+26.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.00N/A
Volatility 1Y24.53%17.47%
Max drawdown-22.30%-23.05%

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

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