Screener
TWOX vs BALI
iShares Large Cap Accelerated Outcome ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
- BALI costs 0.15% less per year.
- BALI is significantly larger than TWOX — larger funds tend to be more liquid and less likely to close.
- TWOX is classified as alternative, while BALI is equity — different risk/return profiles.
- TWOX follows a structured outcome strategy; BALI uses index tracking.
Side-by-side comparison
| TWOX | BALI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.35% |
| Fund size (AUM) | $16M | $1.1B |
| Since | 2025 | 2023 |
| Dividend yield | 0.50% | 8.44% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +17.8% | +27.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.55% | 10.08% |
| Max drawdown | -19.35% | -16.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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