Skip to content
Screener

DEFR vs BALQ

Aptus Deferred Income ETF vs iShares Nasdaq Premium Income Active ETF

DEFR

Aptus Deferred Income ETF

Annual cost

0.79%

Fund size

$122M

BALQ

iShares Nasdaq Premium Income Active ETF

Annual cost

0.35%

Fund size

$15M

Key differences

Both DEFR and BALQ are alternative ETFs. DEFR charges 0.79% a year and BALQ 0.35%. The main difference: BALQ costs 0.44% less per year.

  • BALQ costs 0.44% less per year.
  • DEFR is much larger than BALQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DEFRBALQ
Annual cost (TER)0.79%0.35%
Fund size (AUM)$122M$15M
Since20252025
Dividend yield0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+5.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.17%
Max drawdown-3.90%-11.79%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

Similar to DEFR and BALQ