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BELT vs FLRG

iShares U.S. Select Equity Active ETF vs Fidelity U.S. Multifactor ETF

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

FLRG

Fidelity U.S. Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$283M

Key differences

  • FLRG costs 0.60% less per year.
  • FLRG is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • BELT follows a index enhanced strategy; FLRG uses index tracking.

Side-by-side comparison

BELTFLRG
Annual cost (TER)0.75%0.15%
Fund size (AUM)$9M$283M
Since20242020
Dividend yield0.00%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+28.9%+19.9%
CAGR 3YN/A+19.4%
CAGR 5YN/A+13.0%
Sharpe 3YN/A1.13
Volatility 1Y17.21%10.28%
Max drawdown-23.05%-19.64%

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

Similar to BELT and FLRG