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BELT vs TMFC
iShares U.S. Select Equity Active ETF vs Motley Fool 100 Index ETF
Key differences
Both BELT and TMFC are equity ETFs. BELT charges 0.75% a year and TMFC 0.50%. The main difference: BELT follows a index enhanced strategy; TMFC uses index tracking.
- BELT follows a index enhanced strategy; TMFC uses index tracking.
- TMFC costs 0.25% less per year.
- TMFC is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- TMFC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | TMFC | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.50% |
| Fund size (AUM) | $10M | $2.1B |
| Since | 2024 | 2018 |
| Dividend yield | 0.00% | 0.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +21.6% | +22.0% |
| CAGR 3Y | N/A | +25.9% |
| CAGR 5Y | N/A | +15.3% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 17.37% | 13.85% |
| Max drawdown | -23.05% | -33.06% |
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