Screener
AFMC vs BELT
First Trust Active Factor Mid Cap ETF vs iShares U.S. Select Equity Active ETF
Key differences
Both AFMC and BELT are equity ETFs. AFMC charges 0.68% a year and BELT 0.75%. The main difference: AFMC costs 0.07% less per year.
- AFMC costs 0.07% less per year.
- AFMC is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- AFMC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AFMC | BELT | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.75% |
| Fund size (AUM) | $162M | $10M |
| Since | 2019 | 2024 |
| Dividend yield | 0.79% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.0% | +18.8% |
| CAGR 3Y | +20.5% | N/A |
| CAGR 5Y | +10.3% | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 15.06% | 17.47% |
| Max drawdown | -42.14% | -23.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.