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BALQ vs ALTY

iShares Nasdaq Premium Income Active ETF vs Global X Alternative Income ETF

BALQ

iShares Nasdaq Premium Income Active ETF

Annual cost

0.35%

Fund size

$15M

ALTY

Global X Alternative Income ETF

Annual cost

0.50%

Fund size

$44M

Key differences

Both BALQ and ALTY are alternative ETFs. BALQ charges 0.35% a year and ALTY 0.50%. The main difference: BALQ costs 0.15% less per year.

  • BALQ costs 0.15% less per year.
  • ALTY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BALQALTY
Annual cost (TER)0.35%0.50%
Fund size (AUM)$15M$44M
Since20252015
Dividend yield7.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1YN/A+15.4%
CAGR 3YN/A+11.5%
CAGR 5YN/A+5.5%
Sharpe 3YN/A0.87
Volatility 1Y5.82%
Max drawdown-11.79%-51.47%

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

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