Screener
BALI vs NEAR
iShares U.S. Large Cap Premium Income Active ETF vs iShares Short Duration Bond Active ETF
Key differences
BALI is an alternative ETF, while NEAR is a fixed income ETF. BALI charges 0.35% a year and NEAR 0.25%.
- BALI is an alternative fund, while NEAR is a fixed income fund. They carry different risk/return profiles.
- BALI follows a option income strategy; NEAR uses active selection.
- NEAR costs 0.10% less per year.
- NEAR is much larger than BALI. Larger funds are usually more liquid and less likely to close.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALI | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.25% |
| Fund size (AUM) | $1.2B | $4.6B |
| Since | 2023 | 2013 |
| Dividend yield | 2.35% | 4.47% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +21.7% | +4.1% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | 10.27% | 1.37% |
| Max drawdown | -16.65% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.