Screener
BALQ vs DEFR
iShares Nasdaq Premium Income Active ETF vs Aptus Deferred Income ETF
Key differences
Both BALQ and DEFR are alternative ETFs. BALQ charges 0.35% a year and DEFR 0.79%. The main difference: BALQ costs 0.44% less per year.
- BALQ costs 0.44% less per year.
- DEFR is much larger than BALQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BALQ | DEFR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.79% |
| Fund size (AUM) | $15M | $122M |
| Since | 2025 | 2025 |
| Dividend yield | — | 0.00% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | N/A | +5.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 5.17% |
| Max drawdown | -11.79% | -3.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.