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FMCX vs BELT
FM Focus Equity ETF vs iShares U.S. Select Equity Active ETF
Key differences
- FMCX is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- FMCX follows a active selection strategy; BELT uses index enhanced.
Side-by-side comparison
| FMCX | BELT | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.75% |
| Fund size (AUM) | $115M | $9M |
| Since | 2022 | 2024 |
| Dividend yield | 0.34% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +18.7% | +28.9% |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 12.96% | 17.21% |
| Max drawdown | -17.70% | -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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