Screener
BALI vs IVVM
iShares U.S. Large Cap Premium Income Active ETF vs iShares Large Cap Moderate Quarterly Laddered ETF
Key differences
- BALI costs 0.15% less per year.
- BALI is significantly larger than IVVM — larger funds tend to be more liquid and less likely to close.
- BALI is classified as equity, while IVVM is alternative — different risk/return profiles.
- BALI follows a index tracking strategy; IVVM uses structured outcome.
Side-by-side comparison
| BALI | IVVM | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.50% |
| Fund size (AUM) | $1.1B | $169M |
| Since | 2023 | 2023 |
| Dividend yield | 8.44% | 0.60% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | structured outcome |
| CAGR 1Y | +27.8% | +17.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.08% | 7.14% |
| Max drawdown | -16.65% | -11.62% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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