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TSPA vs BELT

T. Rowe Price US Equity Research ETF vs iShares U.S. Select Equity Active ETF

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both TSPA and BELT are equity ETFs. TSPA charges 0.34% a year and BELT 0.75%. The main difference: TSPA follows a index tracking strategy; BELT uses index enhanced.

  • TSPA follows a index tracking strategy; BELT uses index enhanced.
  • TSPA costs 0.41% less per year.
  • TSPA is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TSPABELT
Annual cost (TER)0.34%0.75%
Fund size (AUM)$3.4B$10M
Since20212024
Dividend yield0.56%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+24.7%+21.6%
CAGR 3Y+23.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.22N/A
Volatility 1Y12.59%17.37%
Max drawdown-24.72%-23.05%

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