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BELT vs REFA

iShares U.S. Select Equity Active ETF vs Columbia Research Enhanced International Equity ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

REFA

Columbia Research Enhanced International Equity ETF

Annual cost

Fund size

Key differences

Both BELT and REFA are equity ETFs. The main difference: BELT follows a index enhanced strategy; REFA uses index tracking.

  • BELT follows a index enhanced strategy; REFA uses index tracking.
  • BELT covers North America; REFA covers global markets.

Side-by-side comparison

BELTREFA
Annual cost (TER)0.75%
Fund size (AUM)$10M
Since2024
Dividend yield0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyindex enhancedindex tracking
CAGR 1Y+21.6%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.37%
Max drawdown-23.05%-11.24%

Similar to BELT and REFA