Skip to content
Beacon
Screener

BELT vs TSPA

iShares U.S. Select Equity Active ETF vs T. Rowe Price US Equity Research ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

Key differences

Both BELT and TSPA are equity ETFs. BELT charges 0.75% a year and TSPA 0.34%. The main difference: BELT follows a index enhanced strategy; TSPA uses index tracking.

  • BELT follows a index enhanced strategy; TSPA uses index tracking.
  • TSPA costs 0.41% less per year.
  • TSPA is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BELTTSPA
Annual cost (TER)0.75%0.34%
Fund size (AUM)$10M$3.4B
Since20242021
Dividend yield0.00%0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+21.6%+24.7%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y17.37%12.59%
Max drawdown-23.05%-24.72%

Similar to BELT and TSPA