Screener
BELT vs APUE
iShares U.S. Select Equity Active ETF vs ActivePassive U.S. Equity ETF
Key differences
Both BELT and APUE are equity ETFs. BELT charges 0.75% a year and APUE 0.31%. The main difference: APUE costs 0.44% less per year.
- APUE costs 0.44% less per year.
- APUE is much larger than BELT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BELT | APUE | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.31% |
| Fund size (AUM) | $10M | $2.5B |
| Since | 2024 | 2023 |
| Dividend yield | 0.00% | 0.75% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.8% | +23.6% |
| CAGR 3Y | N/A | +20.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | 17.47% | 12.49% |
| Max drawdown | -23.05% | -18.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.