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IEDI vs BELT

iShares U.S. Consumer Focused ETF vs iShares U.S. Select Equity Active ETF

IEDI

iShares U.S. Consumer Focused ETF

Annual cost

0.18%

Fund size

$27M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both IEDI and BELT are equity ETFs. IEDI charges 0.18% a year and BELT 0.75%. The main difference: IEDI costs 0.57% less per year.

  • IEDI costs 0.57% less per year.
  • IEDI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IEDIBELT
Annual cost (TER)0.18%0.75%
Fund size (AUM)$27M$10M
Since20182024
Dividend yield0.97%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+23.0%
CAGR 3Y+14.4%N/A
CAGR 5Y+6.8%N/A
Sharpe 3Y0.73N/A
Volatility 1Y13.51%17.67%
Max drawdown-30.60%-23.05%

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

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