Screener
BELT vs OSEA
iShares U.S. Select Equity Active ETF vs Harbor International Compounders ETF
Key differences
- OSEA costs 0.20% less per year.
- OSEA is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BELT covers north america markets; OSEA covers global.
- BELT follows a index enhanced strategy; OSEA uses index tracking.
Side-by-side comparison
| BELT | OSEA | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.55% |
| Fund size (AUM) | $9M | $497M |
| Since | 2024 | 2022 |
| Dividend yield | 0.00% | 1.23% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +28.9% | +7.3% |
| CAGR 3Y | N/A | +7.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.30 |
| Volatility 1Y | 17.21% | 15.18% |
| Max drawdown | -23.05% | -18.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BELT and OSEA
Explore further