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BELT vs PSC

iShares U.S. Select Equity Active ETF vs Principal U.S. Small-Cap ETF

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • PSC costs 0.37% less per year.
  • PSC is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • BELT follows a index enhanced strategy; PSC uses index tracking.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BELTPSC
Annual cost (TER)0.75%0.38%
Fund size (AUM)$9M$2.0B
Since20242016
Dividend yield0.00%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+28.9%+28.6%
CAGR 3YN/A+18.7%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.78
Volatility 1Y17.21%18.83%
Max drawdown-23.05%-46.75%

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

Similar to BELT and PSC