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BELT vs LSEQ

iShares U.S. Select Equity Active ETF vs Harbor Long-Short Equity ETF

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

Key differences

  • BELT costs 1.53% less per year.
  • BELT is classified as equity, while LSEQ is alternative — different risk/return profiles.
  • BELT follows a index enhanced strategy; LSEQ uses long short.

Side-by-side comparison

BELTLSEQ
Annual cost (TER)0.75%2.28%
Fund size (AUM)$9M$15M
Since20242023
Dividend yield0.00%1.78%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex enhancedlong short
CAGR 1Y+28.9%+19.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.21%14.96%
Max drawdown-23.05%-8.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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