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BELT vs PY
iShares U.S. Select Equity Active ETF vs Principal Value ETF
Key differences
- PY costs 0.60% less per year.
- PY is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BELT follows a index enhanced strategy; PY uses active selection.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | PY | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.15% |
| Fund size (AUM) | $9M | $212M |
| Since | 2024 | 2016 |
| Dividend yield | 0.00% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +28.9% | +17.0% |
| CAGR 3Y | N/A | +13.8% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 17.21% | 10.74% |
| Max drawdown | -23.05% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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