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IDEF vs BELT

iShares Defense Industrials Act vs iShares U.S. Select Equity Active ETF

IDEF

iShares Defense Industrials Act

Annual cost

0.55%

Fund size

$3.5B

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$9M

Key differences

  • IDEF costs 0.20% less per year.
  • IDEF is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • IDEF covers global markets; BELT covers north america.
  • IDEF follows a index tracking strategy; BELT uses index enhanced.

Side-by-side comparison

IDEFBELT
Annual cost (TER)0.55%0.75%
Fund size (AUM)$3.5B$9M
Since20252024
Dividend yield0.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex enhanced
CAGR 1Y+32.7%+30.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y20.81%17.21%
Max drawdown-14.63%-23.05%

Similar to IDEF and BELT