Screener
BALI vs RULE
iShares U.S. Large Cap Premium Income Active ETF vs Adaptive Core ETF
Key differences
BALI is an alternative ETF, while RULE is a mixed asset ETF. BALI charges 0.35% a year and RULE 1.84%.
- BALI is an alternative fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- BALI follows a option income strategy; RULE uses active selection.
- BALI costs 1.49% less per year.
- BALI is much larger than RULE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BALI | RULE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 1.84% |
| Fund size (AUM) | $1.2B | $16M |
| Since | 2023 | 2021 |
| Dividend yield | 2.35% | 0.00% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +24.7% | +44.6% |
| CAGR 3Y | N/A | +18.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 10.21% | 21.49% |
| Max drawdown | -16.65% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.