Screener
ITOT vs BELT
iShares Core S&P Total U.S. Stock Market ETF vs iShares U.S. Select Equity Active ETF
Key differences
Both ITOT and BELT are equity ETFs. ITOT charges 0.03% a year and BELT 0.75%. The main difference: ITOT follows a index tracking strategy; BELT uses active selection.
- ITOT follows a index tracking strategy; BELT uses active selection.
- ITOT costs 0.72% less per year.
- ITOT is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ITOT | BELT | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.75% |
| Fund size (AUM) | $93.4B | $10M |
| Since | 2004 | 2024 |
| Dividend yield | 0.98% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.2% | +23.0% |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | +12.3% | N/A |
| Sharpe 3Y | 1.12 | N/A |
| Volatility 1Y | 12.69% | 17.67% |
| Max drawdown | -35.00% | -23.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.