Screener
BELT vs IGRO
iShares U.S. Select Equity Active ETF vs iShares International Dividend Growth ETF
Key differences
Both BELT and IGRO are equity ETFs. BELT charges 0.75% a year and IGRO 0.15%. The main difference: BELT follows a active selection strategy; IGRO uses index tracking.
- BELT follows a active selection strategy; IGRO uses index tracking.
- BELT covers North America; IGRO covers global markets excluding the US.
- IGRO costs 0.60% less per year.
- IGRO is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- IGRO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | IGRO | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.15% |
| Fund size (AUM) | $10M | $1.2B |
| Since | 2024 | 2016 |
| Dividend yield | 0.00% | 2.37% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.0% | +15.0% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | 17.67% | 12.71% |
| Max drawdown | -23.05% | -36.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.