Screener
BALI vs BRTR
iShares U.S. Large Cap Premium Income Active ETF vs iShares Total Return Active ETF
Key differences
BALI is an alternative ETF, while BRTR is a fixed income ETF. BALI charges 0.35% a year and BRTR 0.38%.
- BALI is an alternative fund, while BRTR is a fixed income fund. They carry different risk/return profiles.
- BALI follows a option income strategy; BRTR uses active selection.
Side-by-side comparison
| BALI | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.38% |
| Fund size (AUM) | $1.2B | $663M |
| Since | 2023 | 2023 |
| Dividend yield | 2.35% | 4.65% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +21.7% | +5.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.27% | 3.63% |
| Max drawdown | -16.65% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.