BELT vs USFI

Comparison between BlackRock Long-Term U.S. Equity ETF (BELT, ETF) and BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF).

BELT vs USFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BELT(ETF)	USFI(ETF)
Net Assets	$9.70M	$9.80M
Expense Ratio	0.75%	0.39%
Max Drawdown	23.05%	9.15%
Sharpe Ratio	1.05	0.61
5Y Beta	1.18	0.00
P/E Ratio	38.31	N/A
Forward P/E	30.80	N/A
PEG Ratio	0.66	N/A
5Y EPS CAGR	27.71%	N/A
Debt to Equity	53.72%	N/A
P/S Ratio	7.38	N/A
P/B Ratio	9.68	N/A

Net Assets

BELT

$9.70M

Winner

USFI

$9.80M

Expense Ratio

BELT

0.75%

Winner

USFI

0.39%

Max Drawdown

BELT

23.05%

Winner

USFI

9.15%

Sharpe Ratio

Winner

BELT

1.05

USFI

0.61

5Y Beta

BELT

1.18

Winner

USFI

0.00

P/E Ratio

BELT

38.31

USFI

N/A

Forward P/E

BELT

30.80

USFI

N/A

PEG Ratio

BELT

0.66

USFI

N/A

5Y EPS CAGR

BELT

27.71%

USFI

N/A

Debt to Equity

BELT

53.72%

USFI

N/A

P/S Ratio

BELT

7.38

USFI

N/A

P/B Ratio

BELT

9.68

USFI

N/A

BELT vs USFI - Historical Returns

Returns include dividend reinvestment.

Period	BELT	USFI
1 month	-2.38%	+0.34%
3 months	+15.25%	+0.87%
6 months	+15.60%	+1.50%
1 year	+22.96%	+5.29%
Max(CAGR)	+12.86%	+4.20%

BELT

-2.38%

Winner

USFI

+0.34%

Winner

BELT

+15.25%

USFI

+0.87%

Winner

BELT

+15.60%

USFI

+1.50%

Winner

BELT

+22.96%

USFI

+5.29%

Max(CAGR)

Winner

BELT

+12.86%

USFI

+4.20%

BELT vs USFI - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	BELT	USFI
2026	+14.21%	+1.22%
2025	+12.19%	+7.00%
2024	-1.97%	+1.78%
2023	N/A	+2.89%

BELT vs USFI Drawdown Comparison

The maximum drawdown for BELT was -23.05%, occurring on Apr 8, 2025. Recovery took 133 trading sessions.

The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.

The current BELT drawdown is -3.56%. The current USFI drawdown is -0.08%.

Rank	BELT	USFI
#1	-23.05% Dec 11, 2024 - Jun 26, 2025	-8.47% Jul 31, 2023 - Dec 13, 2023
#2	-11.47% Oct 29, 2025 - Apr 10, 2026	-6.37% Dec 27, 2023 - Jul 31, 2024
#3	-10.87% Jul 5, 2024 - Oct 14, 2024	-5.67% Sep 16, 2024 - Sep 4, 2025
#4	-6.60% May 11, 2026 - Jun 10, 2026	-2.08% Aug 5, 2024 - Sep 4, 2024
#5	-3.84% Oct 14, 2024 - Nov 7, 2024	-1.07% Sep 11, 2025 - Oct 16, 2025
#6	-3.42% Jul 28, 2025 - Sep 15, 2025	-0.90% Nov 26, 2025 - Feb 13, 2026
#7	-2.92% Nov 11, 2024 - Dec 2, 2024	-0.90% Oct 22, 2025 - Nov 25, 2025
#8	-2.90% Oct 8, 2025 - Oct 22, 2025	-0.79% Feb 27, 2026 - May 12, 2026
#9	-2.41% Sep 22, 2025 - Oct 6, 2025	-0.55% May 12, 2026 - May 26, 2026
#10	-2.19% Jun 18, 2024 - Jul 5, 2024	-0.43% Dec 14, 2023 - Dec 20, 2023
#11	-1.36% Apr 27, 2026 - Apr 30, 2026	-0.40% Sep 8, 2025 - Sep 11, 2025
#12	-1.22% Jul 9, 2025 - Jul 23, 2025	-0.32% Dec 20, 2023 - Dec 27, 2023
#13	-1.06% Jun 30, 2025 - Jul 3, 2025	-0.31% Sep 10, 2024 - Sep 16, 2024
#14	-0.97% Apr 17, 2026 - Apr 24, 2026	-0.26% Jun 2, 2026 - Jun 11, 2026
#15	-0.94% Jul 3, 2025 - Jul 9, 2025	-0.12% Oct 16, 2025 - Oct 20, 2025