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MTUM vs BELT
iShares MSCI USA Momentum Factor ETF vs iShares U.S. Select Equity Active ETF
Key differences
- MTUM costs 0.60% less per year.
- MTUM is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- MTUM follows a index tracking strategy; BELT uses index enhanced.
- MTUM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MTUM | BELT | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.75% |
| Fund size (AUM) | $24.2B | $9M |
| Since | 2013 | 2024 |
| Dividend yield | 0.69% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +39.9% | +30.3% |
| CAGR 3Y | +32.0% | N/A |
| CAGR 5Y | +15.4% | N/A |
| Sharpe 3Y | 1.30 | N/A |
| Volatility 1Y | 18.95% | 17.21% |
| Max drawdown | -34.08% | -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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