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BALI vs LRGC

iShares U.S. Large Cap Premium Income Active ETF vs AB US Large Cap Strategic Equities ETF

BALI

iShares U.S. Large Cap Premium Income Active ETF

BlackRock

Annual cost

0.35%

Fund size

$1.1B

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • BALI follows a index tracking strategy; LRGC uses active selection.

Side-by-side comparison

BALILRGC
Annual cost (TER)0.35%0.39%
Fund size (AUM)$1.1B$1.2B
Since20232023
Dividend yield8.44%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.8%+25.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.08%12.03%
Max drawdown-16.65%-19.38%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BALI and LRGC