Screener
BELT vs IYW
iShares U.S. Select Equity Active ETF vs iShares U.S. Technology ETF
Key differences
Both BELT and IYW are equity ETFs. BELT charges 0.75% a year and IYW 0.38%. The main difference: BELT follows a active selection strategy; IYW uses index tracking.
- BELT follows a active selection strategy; IYW uses index tracking.
- IYW costs 0.37% less per year.
- IYW is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- IYW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | IYW | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.38% |
| Fund size (AUM) | $10M | $25.2B |
| Since | 2024 | 2000 |
| Dividend yield | 0.00% | 0.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.0% | +49.1% |
| CAGR 3Y | N/A | +34.0% |
| CAGR 5Y | N/A | +21.6% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 17.67% | 21.47% |
| Max drawdown | -23.05% | -39.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.