Screener
BELT vs IYC
iShares U.S. Select Equity Active ETF vs iShares US Consumer Discretionary ETF
Key differences
Both BELT and IYC are equity ETFs. BELT charges 0.75% a year and IYC 0.38%. The main difference: BELT follows a active selection strategy; IYC uses index tracking.
- BELT follows a active selection strategy; IYC uses index tracking.
- IYC costs 0.37% less per year.
- IYC is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- IYC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | IYC | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.38% |
| Fund size (AUM) | $10M | $1.2B |
| Since | 2024 | 2000 |
| Dividend yield | 0.00% | 0.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.0% | +4.7% |
| CAGR 3Y | N/A | +15.7% |
| CAGR 5Y | N/A | +6.6% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 17.67% | 14.44% |
| Max drawdown | -23.05% | -35.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.