Screener
BALI vs XRMI
iShares U.S. Large Cap Premium Income Active ETF vs Global X S&P 500 Risk Managed Income ETF
Key differences
Both BALI and XRMI are alternative ETFs. BALI charges 0.35% a year and XRMI 0.60%. The main difference: BALI costs 0.25% less per year.
- BALI costs 0.25% less per year.
- BALI is much larger than XRMI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BALI | XRMI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.60% |
| Fund size (AUM) | $1.2B | $50M |
| Since | 2023 | 2021 |
| Dividend yield | 2.35% | 12.62% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +24.3% | +9.2% |
| CAGR 3Y | N/A | +6.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.49 |
| Volatility 1Y | 10.36% | 5.53% |
| Max drawdown | -16.65% | -15.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.