Screener
BELT vs TEQI
iShares U.S. Select Equity Active ETF vs T. Rowe Price Equity Income ETF
Key differences
Both BELT and TEQI are equity ETFs. BELT charges 0.75% a year and TEQI 0.54%. The main difference: BELT follows a index enhanced strategy; TEQI uses active selection.
- BELT follows a index enhanced strategy; TEQI uses active selection.
- TEQI costs 0.21% less per year.
- TEQI is much larger than BELT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BELT | TEQI | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.54% |
| Fund size (AUM) | $10M | $406M |
| Since | 2024 | 2020 |
| Dividend yield | 0.00% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +21.6% | +21.2% |
| CAGR 3Y | N/A | +17.3% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | N/A | 1.03 |
| Volatility 1Y | 17.37% | 10.59% |
| Max drawdown | -23.05% | -17.82% |
Similar to BELT and TEQI
Explore further