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BALQ vs SCMC

iShares Nasdaq Premium Income Active ETF vs Sterling Capital Multi-strategy Income Etf

BALQ

iShares Nasdaq Premium Income Active ETF

iShares

Annual cost

0.35%

Fund size

$14M

SCMC

STERLING CAPITAL MULTI-STRATEGY INCOME ETF

Sterling Capital Funds

Annual cost

0.55%

Fund size

$198M

Key differences

  • BALQ costs 0.20% less per year.
  • SCMC is significantly larger than BALQ — larger funds tend to be more liquid and less likely to close.
  • BALQ follows a index tracking strategy; SCMC uses active selection.

Side-by-side comparison

BALQSCMC
Annual cost (TER)0.35%0.55%
Fund size (AUM)$14M$198M
Since20252025
Dividend yield
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-11.79%-1.91%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BALQ and SCMC