Screener
ALTY vs BALI
Global X Alternative Income ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
Both ALTY and BALI are alternative ETFs. ALTY charges 0.50% a year and BALI 0.35%. The main difference: BALI costs 0.15% less per year.
- BALI costs 0.15% less per year.
- BALI is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
- ALTY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ALTY | BALI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.35% |
| Fund size (AUM) | $44M | $1.2B |
| Since | 2015 | 2023 |
| Dividend yield | 7.37% | 2.35% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +15.4% | +24.3% |
| CAGR 3Y | +11.5% | N/A |
| CAGR 5Y | +5.5% | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 5.82% | 10.36% |
| Max drawdown | -51.47% | -16.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.