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HEMI vs BALQ

Hartford Equity Premium Income ETF vs iShares Nasdaq Premium Income Active ETF

HEMI

Hartford Equity Premium Income ETF

Hartford Mutual Funds

Annual cost

0.49%

Fund size

$33M

BALQ

iShares Nasdaq Premium Income Active ETF

iShares

Annual cost

0.35%

Fund size

$14M

Key differences

  • BALQ costs 0.14% less per year.
  • HEMI is classified as equity, while BALQ is fixed income — different risk/return profiles.
  • HEMI follows a active selection strategy; BALQ uses index tracking.

Side-by-side comparison

HEMIBALQ
Annual cost (TER)0.49%0.35%
Fund size (AUM)$33M$14M
Since20252025
Dividend yield
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-7.79%-11.79%

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

Similar to HEMI and BALQ