- ISIN
- US09290C8148
- CUSIP
- 09290C814
- Issuer
- iShares
- Inception Date
- Jun 17, 2024
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $10M
Share Price Chart
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Performance
BELT Performance Chart
iShares U.S. Select Equity Active ETF (BELT) is up 19.3% since the beginning of the year. BELT is currently trading at $40 per share.
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Returns By Period
iShares U.S. Select Equity Active ETF (BELT) has returned 19.28% so far this year and 29.76% over the past 12 months.
iShares U.S. Select Equity Active ETF
- 1D
- -0.46%
- 1M
- 2.34%
- YTD
- 19.28%
- 6M
- 18.72%
- 1Y
- 29.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BELT Monthly Returns History
Based on dividend-adjusted daily data since Jun 18, 2024, BELT's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, an investment would double in approximately 4.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +18.7%, while the worst month was Mar 2025 at -7.8%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.
On a daily basis, BELT closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.7%, while the worst single day was Apr 4, 2025 at -6.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.46% | 0.14% | -6.53% | 18.73% | 3.82% | 0.91% | 19.28% | ||||||
| 2025 | 5.21% | -4.51% | -7.75% | 1.56% | 9.50% | 6.03% | 1.54% | -2.37% | 2.71% | 3.82% | -0.47% | -2.23% | 12.42% |
| 2024 | -1.10% | -3.76% | 2.32% | 1.83% | -2.74% | 4.76% | -2.89% | -1.87% |
Benchmark Metrics
iShares U.S. Select Equity Active ETF has an annualized alpha of -4.37%, beta of 1.21, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since June 18, 2024.
- This ETF participated in 128.31% of S&P 500 Index downside but only 106.70% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -4.37% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -4.37%
- Beta
- 1.21
- R²
- 0.87
- Upside Capture
- 106.70%
- Downside Capture
- 128.31%
Expense Ratio
BELT has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BELT ranks 52 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares U.S. Select Equity Active ETF (BELT) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BELT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.78 | -0.18 |
| Martin ratioReturn relative to average drawdown | 10.07 | 12.44 | -2.36 |
Dividends
Dividend History
iShares U.S. Select Equity Active ETF provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM |
|---|---|
| Dividend | $0.01 |
Dividend yield | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Select Equity Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares U.S. Select Equity Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares U.S. Select Equity Active ETF was 23.05%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current iShares U.S. Select Equity Active ETF drawdown is 0.46%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -23.05%Apr 2025 | 3mo 27d | 2mo 19d | 6mo 16dDec 2024 - Jun 2025 |
2026 correction2026 | -11.47%Mar 2026 | 5mo 1d | 11d | 5mo 12dOct 2025 - Apr 2026 |
2024 correction2024 | -10.87%Aug 2024 | 28d | 2mo 10d | 3mo 8dJul 2024 - Oct 2024 |
2026 pullback2026 | -6.60%Jun 2026 | 29d | 8d | 1mo 7dMay 2026 - Jun 2026 |
2024 pullback2024 | -3.84%Oct 2024 | 16d | 7d | 23dOct 2024 - Nov 2024 |
Drawdown Indicators
| BELT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.05% | -56.78% | +33.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -9.10% | -2.37% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.46% | -1.80% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -3.49% | -10.71% | +7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.03% | +0.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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