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BELT vs XCHG

iShares U.S. Select Equity Active ETF vs Ab US Equity ETF

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

Key differences

Both BELT and XCHG are equity ETFs. BELT charges 0.75% a year and XCHG 0.50%. The main difference: XCHG costs 0.25% less per year.

  • XCHG costs 0.25% less per year.
  • XCHG is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BELTXCHG
Annual cost (TER)0.75%0.50%
Fund size (AUM)$10M$702M
Since20242025
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.8%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.47%
Max drawdown-23.05%-9.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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