Screener
BALI vs AMAX
iShares U.S. Large Cap Premium Income Active ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
Both BALI and AMAX are alternative ETFs. BALI charges 0.35% a year and AMAX 1.36%. The main difference: BALI costs 1.01% less per year.
- BALI costs 1.01% less per year.
- BALI is much larger than AMAX. Larger funds are usually more liquid and less likely to close.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALI | AMAX | |
|---|---|---|
| Annual cost (TER) | 0.35% | 1.36% |
| Fund size (AUM) | $1.2B | $64M |
| Since | 2023 | 2009 |
| Dividend yield | 2.35% | 10.96% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | option income |
| CAGR 1Y | +24.7% | +10.2% |
| CAGR 3Y | N/A | +8.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.50 |
| Volatility 1Y | 10.21% | 10.24% |
| Max drawdown | -16.65% | -16.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.