Screener
BALQ vs IYY
iShares Nasdaq Premium Income Active ETF vs iShares Dow Jones U.S. ETF
Key differences
- IYY costs 0.15% less per year.
- IYY is significantly larger than BALQ — larger funds tend to be more liquid and less likely to close.
- BALQ is classified as fixed income, while IYY is equity — different risk/return profiles.
- IYY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALQ | IYY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.20% |
| Fund size (AUM) | $14M | $2.9B |
| Since | 2025 | 2000 |
| Dividend yield | — | 0.91% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +30.4% |
| CAGR 3Y | N/A | +22.8% |
| CAGR 5Y | N/A | +13.4% |
| Sharpe 3Y | N/A | 1.21 |
| Volatility 1Y | — | 12.15% |
| Max drawdown | -11.79% | -34.90% |
Similar to BALQ and IYY
Explore further