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BELT vs SPAM

iShares U.S. Select Equity Active ETF vs Themes Cybersecurity ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$9M

SPAM

Themes Cybersecurity ETF

Annual cost

0.35%

Fund size

$2M

Key differences

  • SPAM costs 0.40% less per year.
  • BELT is significantly larger than SPAM — larger funds tend to be more liquid and less likely to close.
  • BELT follows a index enhanced strategy; SPAM uses index tracking.

Side-by-side comparison

BELTSPAM
Annual cost (TER)0.75%0.35%
Fund size (AUM)$9M$2M
Since20242023
Dividend yield0.00%0.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+30.3%+24.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.21%25.42%
Max drawdown-23.05%-24.02%

Similar to BELT and SPAM