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TMFC vs BELT
Motley Fool 100 Index ETF vs iShares U.S. Select Equity Active ETF
Key differences
Both TMFC and BELT are equity ETFs. TMFC charges 0.50% a year and BELT 0.75%. The main difference: TMFC follows a index tracking strategy; BELT uses index enhanced.
- TMFC follows a index tracking strategy; BELT uses index enhanced.
- TMFC costs 0.25% less per year.
- TMFC is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- TMFC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TMFC | BELT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.75% |
| Fund size (AUM) | $2.1B | $10M |
| Since | 2018 | 2024 |
| Dividend yield | 0.13% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +22.0% | +21.6% |
| CAGR 3Y | +25.9% | N/A |
| CAGR 5Y | +15.3% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 13.85% | 17.37% |
| Max drawdown | -33.06% | -23.05% |
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