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BELT vs EFV
iShares U.S. Select Equity Active ETF vs iShares MSCI EAFE Value ETF
Key differences
- EFV costs 0.44% less per year.
- EFV is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BELT follows a index enhanced strategy; EFV uses index tracking.
- EFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | EFV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.31% |
| Fund size (AUM) | $9M | $30.0B |
| Since | 2024 | 2005 |
| Dividend yield | 0.00% | 3.83% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +28.9% | +29.9% |
| CAGR 3Y | N/A | +21.9% |
| CAGR 5Y | N/A | +12.7% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 17.21% | 14.25% |
| Max drawdown | -23.05% | -43.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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