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BALI vs GPIQ

iShares U.S. Large Cap Premium Income Active ETF vs Goldman Sachs Nasdaq-100 Premium Income ETF

BALI

iShares U.S. Large Cap Premium Income Active ETF

Annual cost

0.35%

Fund size

$1.2B

GPIQ

Goldman Sachs Nasdaq-100 Premium Income ETF

Annual cost

0.29%

Fund size

$4.6B

Key differences

Both BALI and GPIQ are alternative ETFs. BALI charges 0.35% a year and GPIQ 0.29%. The main difference: GPIQ costs 0.06% less per year.

  • GPIQ costs 0.06% less per year.
  • GPIQ is much larger than BALI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BALIGPIQ
Annual cost (TER)0.35%0.29%
Fund size (AUM)$1.2B$4.6B
Since20232023
Dividend yield2.35%0.65%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.7%+28.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.27%14.23%
Max drawdown-16.65%-21.06%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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