Screener
XRMI vs BALI
Global X S&P 500 Risk Managed Income ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
Both XRMI and BALI are alternative ETFs. XRMI 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 XRMI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| XRMI | BALI | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.35% |
| Fund size (AUM) | $50M | $1.2B |
| Since | 2021 | 2023 |
| Dividend yield | 12.62% | 2.35% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +9.2% | +24.3% |
| CAGR 3Y | +6.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.49 | N/A |
| Volatility 1Y | 5.53% | 10.36% |
| Max drawdown | -15.36% | -16.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.