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BELT vs USXF

iShares U.S. Select Equity Active ETF vs iShares ESG Advanced MSCI USA ETF

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • USXF costs 0.65% less per year.
  • USXF is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • BELT follows a index enhanced strategy; USXF uses index tracking.

Side-by-side comparison

BELTUSXF
Annual cost (TER)0.75%0.10%
Fund size (AUM)$9M$1.3B
Since20242020
Dividend yield0.00%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+30.3%+35.8%
CAGR 3YN/A+27.2%
CAGR 5YN/A+15.8%
Sharpe 3YN/A1.21
Volatility 1Y17.21%16.19%
Max drawdown-23.05%-29.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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