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BELT vs EGUS

iShares U.S. Select Equity Active ETF vs Ishares ESG Aware MSCI USA Growth ETF

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

Key differences

  • EGUS costs 0.57% less per year.
  • BELT follows a index enhanced strategy; EGUS uses index tracking.

Side-by-side comparison

BELTEGUS
Annual cost (TER)0.75%0.18%
Fund size (AUM)$9M$26M
Since20242023
Dividend yield0.00%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+30.3%+34.2%
CAGR 3YN/A+27.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.18
Volatility 1Y17.21%16.40%
Max drawdown-23.05%-24.87%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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