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BELT vs AFSC

iShares U.S. Select Equity Active ETF vs abrdn Focused U.S. Small Cap Active ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

AFSC

abrdn Focused U.S. Small Cap Active ETF

Annual cost

0.65%

Fund size

$11M

Key differences

Both BELT and AFSC are equity ETFs. BELT charges 0.75% a year and AFSC 0.65%. The main difference: AFSC costs 0.10% less per year.

  • AFSC costs 0.10% less per year.
  • AFSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BELTAFSC
Annual cost (TER)0.75%0.65%
Fund size (AUM)$10M$11M
Since20242004
Dividend yield0.00%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.8%+26.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.47%18.73%
Max drawdown-23.05%-21.68%

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

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