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BELT vs SEIS

iShares U.S. Select Equity Active ETF vs SEI Select Small Cap ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

SEIS

SEI Select Small Cap ETF

Annual cost

0.55%

Fund size

$530M

Key differences

Both BELT and SEIS are equity ETFs. BELT charges 0.75% a year and SEIS 0.55%. The main difference: SEIS costs 0.20% less per year.

  • SEIS costs 0.20% less per year.
  • SEIS is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BELTSEIS
Annual cost (TER)0.75%0.55%
Fund size (AUM)$10M$530M
Since20242024
Dividend yield0.00%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.8%+25.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.47%19.14%
Max drawdown-23.05%-26.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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