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IBUY vs BELT

Amplify Online Retail ETF vs iShares U.S. Select Equity Active ETF

IBUY

Amplify Online Retail ETF

Annual cost

0.65%

Fund size

$118M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both IBUY and BELT are equity ETFs. IBUY charges 0.65% a year and BELT 0.75%. The main difference: IBUY follows a index tracking strategy; BELT uses active selection.

  • IBUY follows a index tracking strategy; BELT uses active selection.
  • IBUY covers global markets; BELT covers North America.
  • IBUY costs 0.10% less per year.
  • IBUY is much larger than BELT. Larger funds are usually more liquid and less likely to close.
  • IBUY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBUYBELT
Annual cost (TER)0.65%0.75%
Fund size (AUM)$118M$10M
Since20162024
Dividend yield0.12%0.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y-3.9%+23.0%
CAGR 3Y+15.5%N/A
CAGR 5Y-11.6%N/A
Sharpe 3Y0.56N/A
Volatility 1Y21.74%17.67%
Max drawdown-73.00%-23.05%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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