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BELT vs FIVA
iShares U.S. Select Equity Active ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.57% less per year.
- FIVA is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BELT covers north america markets; FIVA covers global.
- BELT follows a index enhanced strategy; FIVA uses index tracking.
- FIVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.18% |
| Fund size (AUM) | $9M | $533M |
| Since | 2024 | 2018 |
| Dividend yield | 0.00% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +28.9% | +35.7% |
| CAGR 3Y | N/A | +21.9% |
| CAGR 5Y | N/A | +12.5% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 17.21% | 15.23% |
| Max drawdown | -23.05% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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