BELT
iShares Long-Term U.S. Equity Active ETF
iShares Long-Term U.S. Equity Active ETF aims to provide long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equity securities, focusing on companies with strong growth potential.
US
EQUITY
Active
MANAGEMENT STYLE
$ 9.6 M
ASSETS UNDER MGMT
75 bp
EXPENSES
Fund Basics
| Inception date | Jun 17, 2024 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| HOWMET AEROSPACE INC. | 8.6 % |
| ALPHABET INC. CLASS C | 8.3 % |
| AMAZON.COM INC | 7.9 % |
| BROADCOM INC. | 7.4 % |
| VERTIV HOLDINGS CO. CLASS A | 7.1 % |
| MICROSOFT CORP | 6.4 % |
| ASML HOLDING NV-NY REG SHS | 5.4 % |
| CADENCE DESIGN SYS INC | 5.4 % |
| INTEL CORP | 5.0 % |
| STATE STREET SPDR S&P ETF TRUST | 4.7 % |
Constituent Breakdown
| Number of holdings | 18 |
| Herfindahl-Hirschman Index | 596 |
| Wgt avg mkt cap (mns) | $1,004,559 |
| Large cap (>$10bn) | 91.7% |
| Mid cap ($2-10bn) | 3.3% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 89.6% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 72.3 % |
 |
NETHERLANDS | 9.1 % |
 |
IRELAND | 4.4 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 18.2% | 28.9% | -- | -- | -- | -- | -- | 14.5% |
| Dividend Yield | 0.0% | 0.0% | -- | -- | -- | -- | -- | 0.0% |
| Total Returns | 18.2% | 28.9% | -- | -- | -- | -- | -- | 14.5% | Ann. Volatility | 20.8% | 17.1% | -- | -- | -- | -- | -- | 21.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.31 | 82% |
| MSCI EAFE | 0.82 | 52% |
| MSCI Emg Mkts | 0.64 | 56% |
Liquidity Measures
| Avg. volume (000) | 2 |
| ADV traded (mns) | $0 |
| Turnover | 0.8% |
| Avg. Bid/Ask (% of price) | 0.12% |
Technical Indicators
| 30d moving avg. (EMA) | $38.63 |
| Relative strength (RSI) | 52 |
| MACD/Signal | 0.37/0.62 |
| Bollinger Bands (Upper/Lower) | $40.47/$38.34 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. BELT |
Expenses vs. BELT |
ALTAR Score™ vs. BELT |
|---|---|---|---|---|
| IWFG | IQ Winslow Focused Large Cap Growth ETF | 44.2% | -10 bp | +0.2% |
| WUGI | AXS Esoterica NextG Economy ETF | 36.1% | 0 bp | -0.4% |
| AGRW | Allspring LT Large Growth ETF | 35.7% | -40 bp | +1.8% |
| GGRW | Gabelli Growth Innovators ETF | 34.9% | +15 bp | +0.0% |
| AGIX | KraneShares Artificial Intelligence and Technology ETF | 33.0% | +24 bp | -1.0% |
| TMFC | Motley Fool 100 Index ETF | 31.3% | -25 bp | +0.9% |
| PCGG | Polen Capital Global Growth ETF | 31.2% | +10 bp | +2.1% |
| FFOG | Franklin Focused Growth ETF | 30.4% | -14 bp | -0.3% |
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 30.1% | -26 bp | +2.7% |
| FELG | Fidelity Enhanced Large Cap Growth ETF | 29.0% | -57 bp | +1.6% |
Risk and Returns: BELT vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/10/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
2.8%
ALTAR SCORE™
11st
PERCENTILE
AVOID
ETFRC RATING
There are 1,401 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. BELT's ALTAR Score™ is approximately -1.2 standard
deviations above the category average. This places BELT in the 11st percentile
among funds in the category.
Sell-Side Consensus
$43.59
PRICE TARGET
+14.0%
UPSIDE