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ANEW vs BELT

ProShares MSCI Transformational Changes ETF vs iShares U.S. Select Equity Active ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both ANEW and BELT are equity ETFs. ANEW charges 0.45% a year and BELT 0.75%. The main difference: ANEW follows a index tracking strategy; BELT uses active selection.

  • ANEW follows a index tracking strategy; BELT uses active selection.
  • ANEW covers global markets; BELT covers North America.
  • ANEW costs 0.30% less per year.

Side-by-side comparison

ANEWBELT
Annual cost (TER)0.45%0.75%
Fund size (AUM)$8M$10M
Since20202024
Dividend yield0.61%0.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+2.6%+23.0%
CAGR 3Y+13.1%N/A
CAGR 5Y+3.3%N/A
Sharpe 3Y0.64N/A
Volatility 1Y13.62%17.67%
Max drawdown-39.87%-23.05%

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

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