Screener
BALI vs XLFI
iShares U.S. Large Cap Premium Income Active ETF vs State Street Financial Select Sector SPDR Premium Income ETF
Key differences
Both BALI and XLFI are alternative ETFs. BALI charges 0.35% a year and XLFI 0.35%. The main difference: BALI is much larger than XLFI. Larger funds are usually more liquid and less likely to close.
- BALI is much larger than XLFI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BALI | XLFI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $1.2B | $3M |
| Since | 2023 | 2025 |
| Dividend yield | 2.35% | — |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +21.7% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.27% | — |
| Max drawdown | -16.65% | -11.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.