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BELT vs TMFE
iShares U.S. Select Equity Active ETF vs Motley Fool Capital Efficiency 100 Index ETF
Key differences
Both BELT and TMFE are equity ETFs. BELT charges 0.75% a year and TMFE 0.50%. The main difference: BELT follows a index enhanced strategy; TMFE uses index tracking.
- BELT follows a index enhanced strategy; TMFE uses index tracking.
- TMFE costs 0.25% less per year.
- TMFE is much larger than BELT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BELT | TMFE | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.50% |
| Fund size (AUM) | $10M | $85M |
| Since | 2024 | 2021 |
| Dividend yield | 0.00% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +21.6% | +6.0% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.98 |
| Volatility 1Y | 17.37% | 12.28% |
| Max drawdown | -23.05% | -31.07% |
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