Screener
BELT vs AFSM
iShares U.S. Select Equity Active ETF vs First Trust Active Factor Small Cap ETF
Key differences
Both BELT and AFSM are equity ETFs. BELT charges 0.75% a year and AFSM 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
| BELT | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.75% |
| Fund size (AUM) | $10M | $98M |
| Since | 2024 | 2019 |
| Dividend yield | 0.00% | 0.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +33.7% |
| CAGR 3Y | N/A | +18.0% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | N/A | 0.76 |
| Volatility 1Y | 17.67% | 18.39% |
| Max drawdown | -23.05% | -43.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.