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EFV vs BELT
iShares MSCI EAFE Value ETF vs iShares U.S. Select Equity Active ETF
Key differences
- EFV costs 0.44% less per year.
- EFV is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- EFV follows a index tracking strategy; BELT uses index enhanced.
- EFV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFV | BELT | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.75% |
| Fund size (AUM) | $30.0B | $9M |
| Since | 2005 | 2024 |
| Dividend yield | 3.83% | 0.00% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +29.9% | +28.9% |
| CAGR 3Y | +21.9% | N/A |
| CAGR 5Y | +12.7% | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 14.25% | 17.21% |
| Max drawdown | -43.16% | -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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