Screener
BELT vs EQIN
iShares U.S. Select Equity Active ETF vs Columbia U.S. Equity Income ETF
Key differences
Both BELT and EQIN are equity ETFs. BELT charges 0.75% a year and EQIN 0.35%. The main difference: BELT follows a index enhanced strategy; EQIN uses active selection.
- BELT follows a index enhanced strategy; EQIN uses active selection.
- EQIN costs 0.40% less per year.
- EQIN is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- EQIN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | EQIN | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.35% |
| Fund size (AUM) | $10M | $287M |
| Since | 2024 | 2016 |
| Dividend yield | 0.00% | 1.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +21.6% | +18.7% |
| CAGR 3Y | N/A | +15.9% |
| CAGR 5Y | N/A | +9.7% |
| Sharpe 3Y | N/A | 0.99 |
| Volatility 1Y | 17.37% | 10.35% |
| Max drawdown | -23.05% | -42.16% |
Similar to BELT and EQIN
Explore further