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QRMI vs BALI

Global X NASDAQ 100 Risk Managed Income ETF vs iShares U.S. Large Cap Premium Income Active ETF

QRMI

Global X NASDAQ 100 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$16M

BALI

iShares U.S. Large Cap Premium Income Active ETF

Annual cost

0.35%

Fund size

$1.2B

Key differences

Both QRMI and BALI are alternative ETFs. QRMI charges 0.60% a year and BALI 0.35%. The main difference: BALI costs 0.25% less per year.

  • BALI costs 0.25% less per year.
  • BALI is much larger than QRMI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

QRMIBALI
Annual cost (TER)0.60%0.35%
Fund size (AUM)$16M$1.2B
Since20212023
Dividend yield12.22%2.35%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+9.2%+24.3%
CAGR 3Y+7.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.47N/A
Volatility 1Y6.00%10.36%
Max drawdown-20.95%-16.65%

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

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