Screener
BALI vs AOM
iShares U.S. Large Cap Premium Income Active ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
BALI is an alternative ETF, while AOM is a mixed asset ETF. BALI charges 0.35% a year and AOM 0.15%.
- BALI is an alternative fund, while AOM is a mixed asset fund. They carry different risk/return profiles.
- BALI follows a option income strategy; AOM uses index tracking.
- AOM costs 0.20% less per year.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALI | AOM | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $1.2B | $1.8B |
| Since | 2023 | 2008 |
| Dividend yield | 2.35% | 2.98% |
| Asset class | alternative | mixed asset |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +24.7% | +13.4% |
| CAGR 3Y | N/A | +10.7% |
| CAGR 5Y | N/A | +4.7% |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | 10.21% | 6.71% |
| Max drawdown | -16.65% | -19.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.