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BALI vs IQQQ

iShares U.S. Large Cap Premium Income Active ETF vs ProShares Nasdaq-100 High Income ETF

BALI

iShares U.S. Large Cap Premium Income Active ETF

Annual cost

0.35%

Fund size

$1.2B

IQQQ

ProShares Nasdaq-100 High Income ETF

Annual cost

0.55%

Fund size

$430M

Key differences

Both BALI and IQQQ are alternative ETFs. BALI charges 0.35% a year and IQQQ 0.55%. The main difference: BALI costs 0.20% less per year.

  • BALI costs 0.20% less per year.

Side-by-side comparison

BALIIQQQ
Annual cost (TER)0.35%0.55%
Fund size (AUM)$1.2B$430M
Since20232024
Dividend yield2.35%4.74%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+24.3%+33.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.36%16.51%
Max drawdown-16.65%-20.41%

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

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