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BELT vs BLCV

iShares U.S. Select Equity Active ETF vs iShares Large Cap Value Active ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

BLCV

iShares Large Cap Value Active ETF

Annual cost

0.46%

Fund size

$325M

Key differences

Both BELT and BLCV are equity ETFs. BELT charges 0.75% a year and BLCV 0.46%. The main difference: BLCV costs 0.29% less per year.

  • BLCV costs 0.29% less per year.
  • BLCV is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BELTBLCV
Annual cost (TER)0.75%0.46%
Fund size (AUM)$10M$325M
Since20242023
Dividend yield0.00%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+23.0%+22.0%
CAGR 3YN/A+18.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y17.67%11.89%
Max drawdown-23.05%-13.44%

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

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