Screener
IYC vs BELT
iShares US Consumer Discretionary ETF vs iShares U.S. Select Equity Active ETF
Key differences
Both IYC and BELT are equity ETFs. IYC charges 0.38% a year and BELT 0.75%. The main difference: IYC follows a index tracking strategy; BELT uses active selection.
- IYC follows a index tracking strategy; BELT uses active selection.
- IYC costs 0.37% less per year.
- IYC is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- IYC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYC | BELT | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.75% |
| Fund size (AUM) | $1.2B | $10M |
| Since | 2000 | 2024 |
| Dividend yield | 0.50% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.7% | +23.0% |
| CAGR 3Y | +15.7% | N/A |
| CAGR 5Y | +6.6% | N/A |
| Sharpe 3Y | 0.72 | N/A |
| Volatility 1Y | 14.44% | 17.67% |
| Max drawdown | -35.90% | -23.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.