Screener
BALI vs ITWO
iShares U.S. Large Cap Premium Income Active ETF vs ProShares Russell 2000 High Income ETF
Key differences
Both BALI and ITWO are alternative ETFs. BALI charges 0.35% a year and ITWO 0.55%. The main difference: BALI costs 0.20% less per year.
- BALI costs 0.20% less per year.
- BALI is much larger than ITWO. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BALI | ITWO | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.55% |
| Fund size (AUM) | $1.2B | $188M |
| Since | 2023 | 2024 |
| Dividend yield | 2.35% | 7.82% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +24.3% | +38.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.36% | 19.16% |
| Max drawdown | -16.65% | -24.77% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.