Screener
BALQ vs QQQJ
iShares Nasdaq Premium Income Active ETF vs Invesco NASDAQ Next Gen 100 ETF
Key differences
- QQQJ costs 0.20% less per year.
- QQQJ is significantly larger than BALQ — larger funds tend to be more liquid and less likely to close.
- BALQ is classified as fixed income, while QQQJ is equity — different risk/return profiles.
- QQQJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BALQ | QQQJ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $14M | $954M |
| Since | 2025 | 2020 |
| Dividend yield | — | 0.81% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +45.1% |
| CAGR 3Y | N/A | +21.6% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | N/A | 0.96 |
| Volatility 1Y | — | 18.08% |
| Max drawdown | -11.79% | -39.58% |
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