Screener
BGRO vs BALI
iShares Large Cap Growth Active ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
Both BGRO and BALI are alternative ETFs. BGRO charges 0.55% a year and BALI 0.35%. The main difference: BGRO follows a active selection strategy; BALI uses option income.
- BGRO follows a active selection strategy; BALI uses option income.
- BALI costs 0.20% less per year.
- BALI is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BGRO | BALI | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.35% |
| Fund size (AUM) | $10M | $1.2B |
| Since | 2024 | 2023 |
| Dividend yield | 0.03% | 2.35% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +18.3% | +24.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.88% | 10.36% |
| Max drawdown | -24.94% | -16.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.