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BELT vs EDGU

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

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

EDGU

3EDGE Dynamic US Equity ETF

Annual cost

0.91%

Fund size

$148M

Key differences

Both BELT and EDGU are equity ETFs. BELT charges 0.75% a year and EDGU 0.91%. The main difference: BELT costs 0.16% less per year.

  • BELT costs 0.16% less per year.
  • EDGU is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BELTEDGU
Annual cost (TER)0.75%0.91%
Fund size (AUM)$10M$148M
Since20242024
Dividend yield0.00%0.65%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+23.0%+25.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.67%12.32%
Max drawdown-23.05%-17.59%

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

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