Screener
DRSK vs BALI
Aptus Defined Risk ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
DRSK is a fixed income ETF, while BALI is an alternative ETF. DRSK charges 0.78% a year and BALI 0.35%.
- DRSK is a fixed income fund, while BALI is an alternative fund. They carry different risk/return profiles.
- BALI costs 0.43% less per year.
- DRSK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DRSK | BALI | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.35% |
| Fund size (AUM) | $1.5B | $1.2B |
| Since | 2018 | 2023 |
| Dividend yield | 3.60% | 2.35% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +7.0% | +24.3% |
| CAGR 3Y | +9.3% | N/A |
| CAGR 5Y | +3.0% | N/A |
| Sharpe 3Y | 0.71 | N/A |
| Volatility 1Y | 8.37% | 10.36% |
| Max drawdown | -19.87% | -16.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.