Screener
BALI vs AOA
iShares U.S. Large Cap Premium Income Active ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
BALI is an alternative ETF, while AOA is a mixed asset ETF. BALI charges 0.35% a year and AOA 0.15%.
- BALI is an alternative fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- BALI follows a option income strategy; AOA uses index tracking.
- AOA costs 0.20% less per year.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALI | AOA | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $1.2B | $3.2B |
| Since | 2023 | 2008 |
| Dividend yield | 2.35% | 2.05% |
| Asset class | alternative | mixed asset |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +24.7% | +22.0% |
| CAGR 3Y | N/A | +17.2% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | 10.21% | 10.93% |
| Max drawdown | -16.65% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.