BALIiShares U.S. Large Cap Premium Income Active ETF

Grow my money#608 of 2944 for Grow my money

Seeks consistent income with lower volatility than the broader U.S. equity market.

BlackRock · Since 2023 (2 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$850M

#1095 out of 5,332 ETFs

Dividend Yield

8.75%

Track Record

2 years

#3287 out of 5,332 ETFs

Performance

1 Year

+28.7%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Asset allocation

Stocks

85.1%

Cash

14.9%

Sector breakdown

Technology

31.1%

Communication

11.7%

Consumer Cyclical

11.2%

Healthcare

11.0%

Financial Services

10.2%

Industrials

8.4%

Consumer Defensive

6.9%

Energy

3.9%

Other

5.7%

Top holdings

NVIDIA CorpNVDA6.9%

Apple IncAAPL5.8%

Microsoft CorpMSFT5.4%

Amazon.com IncAMZN3.7%

BlackRock Cash Funds Treasury SL AgencyXTSLA3.1%

Alphabet Inc Class AGOOGL2.8%

Alphabet Inc Class CGOOG2.3%

Broadcom IncAVGO2.1%

Risk profile

Volatility (1Y)

10.5%

Moderate

Max drawdown

-16.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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