Screener
BELT vs XJR
iShares U.S. Select Equity Active ETF vs iShares ESG Select Screened S&P Small-Cap ETF
Key differences
- XJR costs 0.63% less per year.
- XJR is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BELT follows a index enhanced strategy; XJR uses index tracking.
Side-by-side comparison
| BELT | XJR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.12% |
| Fund size (AUM) | $9M | $138M |
| Since | 2024 | 2020 |
| Dividend yield | 0.00% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +30.3% | +32.9% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | N/A | 0.64 |
| Volatility 1Y | 17.21% | 17.99% |
| Max drawdown | -23.05% | -27.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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