Screener
BELT vs DFAT
iShares U.S. Select Equity Active ETF vs Dimensional U.S. Targeted Value ETF
Key differences
Both BELT and DFAT are equity ETFs. BELT charges 0.75% a year and DFAT 0.28%. The main difference: DFAT costs 0.47% less per year.
- DFAT costs 0.47% less per year.
- DFAT is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | DFAT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.28% |
| Fund size (AUM) | $10M | $13.7B |
| Since | 2024 | 1998 |
| Dividend yield | 0.00% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +32.3% |
| CAGR 3Y | N/A | +16.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | 17.67% | 16.80% |
| Max drawdown | -23.05% | -26.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.