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BALI vs GPIX

iShares U.S. Large Cap Premium Income Active ETF vs Goldman Sachs S&P 500 Premium Income ETF

BALI

iShares U.S. Large Cap Premium Income Active ETF

Annual cost

0.35%

Fund size

$1.2B

GPIX

Goldman Sachs S&P 500 Premium Income ETF

Annual cost

0.29%

Fund size

$4.3B

Key differences

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

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

Side-by-side comparison

BALIGPIX
Annual cost (TER)0.35%0.29%
Fund size (AUM)$1.2B$4.3B
Since20232023
Dividend yield2.35%1.02%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+24.3%+23.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.36%10.62%
Max drawdown-16.65%-17.50%

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

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