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BFOR vs BELT
Barron's 400 ETF vs iShares U.S. Select Equity Active ETF
Key differences
- BFOR costs 0.10% less per year.
- BFOR is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BFOR follows a index tracking strategy; BELT uses index enhanced.
- BFOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFOR | BELT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $211M | $9M |
| Since | 2013 | 2024 |
| Dividend yield | 0.55% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +22.3% | +28.9% |
| CAGR 3Y | +20.1% | N/A |
| CAGR 5Y | +10.0% | N/A |
| Sharpe 3Y | 0.94 | N/A |
| Volatility 1Y | 14.92% | 17.21% |
| Max drawdown | -41.27% | -23.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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