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BELT vs INEQ
iShares U.S. Select Equity Active ETF vs Columbia International Equity Income ETF
Key differences
Both BELT and INEQ are equity ETFs. BELT charges 0.75% a year and INEQ 0.45%. The main difference: BELT follows a index enhanced strategy; INEQ uses active selection.
- BELT follows a index enhanced strategy; INEQ uses active selection.
- BELT covers North America; INEQ covers global markets.
- INEQ costs 0.30% less per year.
- INEQ is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- INEQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | INEQ | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.45% |
| Fund size (AUM) | $10M | $81M |
| Since | 2024 | 2016 |
| Dividend yield | 0.00% | 2.37% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +21.6% | +22.8% |
| CAGR 3Y | N/A | +20.0% |
| CAGR 5Y | N/A | +11.4% |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | 17.37% | 13.62% |
| Max drawdown | -23.05% | -40.25% |
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