Screener
BALQ vs BRTR
iShares Nasdaq Premium Income Active ETF vs iShares Total Return Active ETF
Key differences
BALQ is an alternative ETF, while BRTR is a fixed income ETF. BALQ charges 0.35% a year and BRTR 0.38%.
- BALQ is an alternative fund, while BRTR is a fixed income fund. They carry different risk/return profiles.
- BALQ follows a option income strategy; BRTR uses active selection.
- BRTR is much larger than BALQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BALQ | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.38% |
| Fund size (AUM) | $15M | $663M |
| Since | 2025 | 2023 |
| Dividend yield | — | 4.65% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +5.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 3.63% |
| Max drawdown | -11.79% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.