Screener
BALI vs BRHY
iShares U.S. Large Cap Premium Income Active ETF vs iShares High Yield Active ETF
Key differences
BALI is an alternative ETF, while BRHY is a fixed income ETF. BALI charges 0.35% a year and BRHY 0.45%.
- BALI is an alternative fund, while BRHY is a fixed income fund. They carry different risk/return profiles.
- BALI follows a option income strategy; BRHY uses active selection.
- BALI covers North America; BRHY covers global markets.
- BALI costs 0.10% less per year.
- BALI is much larger than BRHY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BALI | BRHY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.45% |
| Fund size (AUM) | $1.2B | $107M |
| Since | 2023 | 2024 |
| Dividend yield | 2.35% | 6.63% |
| Asset class | alternative | fixed income |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +21.7% | +6.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.27% | 3.27% |
| Max drawdown | -16.65% | -4.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.