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PFDE vs BELT

Pathfinder Disciplined US Equity ETF vs iShares U.S. Select Equity Active ETF

PFDE

Pathfinder Disciplined US Equity ETF

Annual cost

0.59%

Fund size

$138M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both PFDE and BELT are equity ETFs. PFDE charges 0.59% a year and BELT 0.75%. The main difference: PFDE follows a active selection strategy; BELT uses index enhanced.

  • PFDE follows a active selection strategy; BELT uses index enhanced.
  • PFDE costs 0.16% less per year.
  • PFDE is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PFDEBELT
Annual cost (TER)0.59%0.75%
Fund size (AUM)$138M$10M
Since20252024
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1YN/A+21.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.37%
Max drawdown-10.37%-23.05%

Similar to PFDE and BELT