Screener
BALI vs AOR
iShares U.S. Large Cap Premium Income Active ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
BALI is an alternative ETF, while AOR is a mixed asset ETF. BALI charges 0.35% a year and AOR 0.15%.
- BALI is an alternative fund, while AOR is a mixed asset fund. They carry different risk/return profiles.
- BALI follows a option income strategy; AOR uses active selection.
- AOR costs 0.20% less per year.
- AOR is much larger than BALI. Larger funds are usually more liquid and less likely to close.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALI | AOR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $1.2B | $3.6B |
| Since | 2023 | 2008 |
| Dividend yield | 2.35% | 2.47% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +24.7% | +17.5% |
| CAGR 3Y | N/A | +14.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | 10.21% | 8.66% |
| Max drawdown | -16.65% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.