Screener
BRTR vs BALQ
iShares Total Return Active ETF vs iShares Nasdaq Premium Income Active ETF
Key differences
BRTR is a fixed income ETF, while BALQ is an alternative ETF. BRTR charges 0.38% a year and BALQ 0.35%.
- BRTR is a fixed income fund, while BALQ is an alternative fund. They carry different risk/return profiles.
- BRTR follows a active selection strategy; BALQ uses option income.
- BRTR is much larger than BALQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BRTR | BALQ | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.35% |
| Fund size (AUM) | $663M | $15M |
| Since | 2023 | 2025 |
| Dividend yield | 4.65% | — |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +5.7% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.63% | — |
| Max drawdown | -5.07% | -11.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.