Screener
AFSM vs BELT
First Trust Active Factor Small Cap ETF vs iShares U.S. Select Equity Active ETF
Key differences
Both AFSM and BELT are equity ETFs. AFSM charges 0.75% a year and BELT 0.75%. The main difference: AFSM is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- AFSM is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- AFSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AFSM | BELT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.75% |
| Fund size (AUM) | $98M | $10M |
| Since | 2019 | 2024 |
| Dividend yield | 0.47% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.1% | +18.8% |
| CAGR 3Y | +18.3% | N/A |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.77 | N/A |
| Volatility 1Y | 18.13% | 17.47% |
| Max drawdown | -43.54% | -23.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.