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BELT vs ABEQ

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

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

ABEQ

Absolute Select Value ETF

Annual cost

0.85%

Fund size

$140M

Key differences

Both BELT and ABEQ are equity ETFs. BELT charges 0.75% a year and ABEQ 0.85%. 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

BELTABEQ
Annual cost (TER)0.75%0.85%
Fund size (AUM)$10M$140M
Since20242020
Dividend yield0.00%1.21%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.8%+9.2%
CAGR 3YN/A+11.5%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.80
Volatility 1Y17.47%8.93%
Max drawdown-23.05%-27.82%

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

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