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LRGC vs BALI

AB US Large Cap Strategic Equities ETF vs iShares U.S. Large Cap Premium Income Active ETF

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

BALI

iShares U.S. Large Cap Premium Income Active ETF

BlackRock

Annual cost

0.35%

Fund size

$1.1B

Key differences

  • LRGC follows a active selection strategy; BALI uses index tracking.

Side-by-side comparison

LRGCBALI
Annual cost (TER)0.39%0.35%
Fund size (AUM)$1.2B$1.1B
Since20232023
Dividend yield0.55%8.44%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.3%+27.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.03%10.08%
Max drawdown-19.38%-16.65%

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

Similar to LRGC and BALI