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BELT vs LSAF

iShares U.S. Select Equity Active ETF vs LeaderSharesTM AlphaFactor US Core Equity ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

Key differences

Both BELT and LSAF are equity ETFs. BELT charges 0.75% a year and LSAF 0.75%. The main difference: BELT follows a active selection strategy; LSAF uses index enhanced.

  • BELT follows a active selection strategy; LSAF uses index enhanced.
  • LSAF is much larger than BELT. Larger funds are usually more liquid and less likely to close.
  • LSAF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BELTLSAF
Annual cost (TER)0.75%0.75%
Fund size (AUM)$10M$114M
Since20242018
Dividend yield0.00%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+23.0%+26.8%
CAGR 3YN/A+20.0%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.00
Volatility 1Y17.67%14.59%
Max drawdown-23.05%-41.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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