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MFVL vs BELT

Motley Fool Value Factor ETF vs iShares U.S. Select Equity Active ETF

MFVL

Motley Fool Value Factor ETF

Motley Fool

Annual cost

0.50%

Fund size

$7M

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

Key differences

  • MFVL costs 0.25% less per year.
  • MFVL follows a index tracking strategy; BELT uses index enhanced.

Side-by-side comparison

MFVLBELT
Annual cost (TER)0.50%0.75%
Fund size (AUM)$7M$9M
Since20252024
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1YN/A+28.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.21%
Max drawdown-7.03%-23.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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