Screener
BELT vs ESGU
iShares U.S. Select Equity Active ETF vs iShares ESG Aware MSCI USA ETF
Key differences
- ESGU costs 0.60% less per year.
- ESGU is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BELT follows a index enhanced strategy; ESGU uses index tracking.
- ESGU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | ESGU | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.15% |
| Fund size (AUM) | $9M | $16.6B |
| Since | 2024 | 2016 |
| Dividend yield | 0.00% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +30.3% | +30.6% |
| CAGR 3Y | N/A | +22.6% |
| CAGR 5Y | N/A | +13.3% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 17.21% | 12.30% |
| Max drawdown | -23.05% | -33.87% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BELT and ESGU
Explore further