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FLRG vs BELT

Fidelity U.S. Multifactor ETF vs iShares U.S. Select Equity Active ETF

FLRG

Fidelity U.S. Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$283M

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

Key differences

  • FLRG costs 0.60% less per year.
  • FLRG is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • FLRG follows a index tracking strategy; BELT uses index enhanced.

Side-by-side comparison

FLRGBELT
Annual cost (TER)0.15%0.75%
Fund size (AUM)$283M$9M
Since20202024
Dividend yield1.39%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+19.9%+28.9%
CAGR 3Y+19.4%N/A
CAGR 5Y+13.0%N/A
Sharpe 3Y1.13N/A
Volatility 1Y10.28%17.21%
Max drawdown-19.64%-23.05%

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

Similar to FLRG and BELT