BALI
iShares US Large Cap Premium Income Active ETF
BALI at a glance
BALI (iShares US Large Cap Premium Income Active ETF) currently pays a 7.0% distribution yield, paid monthly. On a $10,000 investment that works out to about $700 a year, or roughly $58.33 a month before taxes. That yield ranks #183 of the 218 income ETFs we track.
It charges an expense ratio of 0.35%, which is cheaper than most the ETFs we track (about $35 a year per $10,000 invested) and it manages $1.3B in assets.
Yield is only half the story. BALI's total return since it launched on September 26, 2023 is +77% (about +21% per year), and the share price is not below where it started, so there is no price decay flag.
How much will BALI pay you?
At today's yield, before taxes. Open the full BALI dividend calculator →
Where BALI ranks
#183 of 218 among income ETFsBetter than 16% of funds → see the listFee rank (lowest)
#19 of 170 cheapest firstBetter than 89% of funds → see the listSize rank
#81 of 271 by assetsBetter than 70% of funds → see the listAnnualized return rank
#30 of 142 funds with 1+ yearBetter than 79% of funds → see the list
ETFs similar to BALI
| ETF | Yield | $10K / yr | Expense | AUM | Annualized | Price decay | |
|---|---|---|---|---|---|---|---|
| BALIiShares US Large Cap Premium Income Active ETF | 7.0% | $700 | 0.35% | $1.3B | +21% | No | This fund |
| VOOYXFUNDS Large Cap Income ETF | 0.0% | $0 | 0.75% | $2.6M | n/a | No | Compare |
| QDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF | 5.2% | $518 | 0.60% | $1.8B | +12% | No | Compare |
| KHPIKensington Hedged Premium Income ETF | 9.0% | $900 | 0.96% | $426M | +11% | No | Compare |
| SEPIShelton Equity Premium Income ETF | 8.5% | $850 | 0.54% | $185M | +24% | No | Compare |
| OVLOverlay Shares Large Cap Equity ETF | 10.5% | $1,050 | 0.79% | $470M | +17% | No | Compare |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | 7.9% | $790 | 0.29% | $5.5B | n/a | No | Compare |
Compare BALI with
Frequently asked questions
What is BALI's dividend yield?
BALI currently has a distribution yield of 7.0%, based on the TopETFs database. Yields change as payouts and the share price move.
How often does BALI pay dividends?
BALI pays monthly, which is about 12 payments a year.
How much does $10,000 in BALI pay?
At a 7.0% yield, $10,000 in BALI pays about $700 a year, or roughly $58.33 a month before taxes.
What is BALI's expense ratio?
BALI charges 0.35% a year, about $35 for every $10,000 invested.
Does BALI have price decay?
No. BALI's share price is not below where it started. Its total return since inception is +77%.
Disclaimer: For educational purposes only, not financial advice or a recommendation to buy or sell. ETF data comes from the TopETFs database, refreshes daily and may be delayed, incomplete or outdated. Yields are trailing distribution yields and payouts can change or stop. Total return is since the fund's inception. Price chart and quote provided by TradingView and may be delayed. Always check the fund issuer's website and prospectus before investing. Full disclaimer.
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