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BALI vs XLKI

iShares U.S. Large Cap Premium Income Active ETF vs State Street Technology Select Sector SPDR Premium Income ETF

BALI

iShares U.S. Large Cap Premium Income Active ETF

Annual cost

0.35%

Fund size

$1.2B

XLKI

State Street Technology Select Sector SPDR Premium Income ETF

Annual cost

0.35%

Fund size

$6M

Key differences

Both BALI and XLKI are alternative ETFs. BALI charges 0.35% a year and XLKI 0.35%. The main difference: BALI is much larger than XLKI. Larger funds are usually more liquid and less likely to close.

  • BALI is much larger than XLKI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BALIXLKI
Annual cost (TER)0.35%0.35%
Fund size (AUM)$1.2B$6M
Since20232025
Dividend yield2.35%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.7%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.27%
Max drawdown-16.65%-10.24%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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