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BELT vs EDGI

iShares U.S. Select Equity Active ETF vs 3EDGE Dynamic International Equity ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

EDGI

3EDGE Dynamic International Equity ETF

Annual cost

0.97%

Fund size

$86M

Key differences

Both BELT and EDGI are equity ETFs. BELT charges 0.75% a year and EDGI 0.97%. The main difference: BELT covers North America; EDGI covers global markets excluding the US.

  • BELT covers North America; EDGI covers global markets excluding the US.
  • BELT costs 0.22% less per year.
  • EDGI is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BELTEDGI
Annual cost (TER)0.75%0.97%
Fund size (AUM)$10M$86M
Since20242024
Dividend yield0.00%1.79%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+23.0%+22.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.67%15.81%
Max drawdown-23.05%-14.52%

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

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