BALI vs. BTEK

Last updated Jun 24, 2026

BALI (Blackrock Advantage Large Cap Income ETF) and BTEK (Future Tech ETF) are both exchange-traded funds - BALI is a Derivative Income fund actively managed by BlackRock, while BTEK is a Technology Equities fund actively managed by BlackRock. Both are actively managed. BALI charges 0.35%/yr vs 0.88%/yr for BTEK.

Performance

BALI vs. BTEK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blackrock Advantage Large Cap Income ETF (BALI) and Future Tech ETF (BTEK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BALI

• 1D: -1.07%
• 1M: -1.38%
• YTD: 8.90%
• 6M: 8.29%
• 1Y: 22.98%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BTEK

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BALI vs. BTEK - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BALI Blackrock Advantage Large Cap Income ETF	8.90%	14.51%	7.95%
BTEK Future Tech ETF	0.00%	0.00%	0.00%

BALI vs. BTEK - Sectors Allocation Comparison

Sectors	BALI	BTEK
Technology	35.4%	79.0%
Communication Services	10.1%	9.2%
Consumer Cyclical	9.7%	4.4%
Healthcare	9.5%	-
Financial Services	9.2%	-
Industrials	7.0%	7.4%
Consumer Defensive	5.8%	-
Energy	4.0%	-
Real Estate	2.1%	-
Utilities	2.0%	-
Basic Materials	1.4%	-

Return for Risk

BALI vs. BTEK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BALI

BALI Risk / Return Rank: 74
BALI Sharpe Ratio Rank: 72
BALI Sortino Ratio Rank: 70
BALI Omega Ratio Rank: 73
BALI Calmar Ratio Rank: 71
BALI Martin Ratio Rank: 83

BTEK

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BALI vs. BTEK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blackrock Advantage Large Cap Income ETF (BALI) and Future Tech ETF (BTEK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BALI	BTEK	Difference
Sharpe ratio: Return per unit of total volatility	2.21	—	—
Sortino ratio: Return per unit of downside risk	3.03	—	—
Omega ratio: Gain probability vs. loss probability	1.41	—	—
Calmar ratio: Return relative to maximum drawdown	3.44	—	—
Martin ratio: Return relative to average drawdown	16.45	—	—

Drawdowns

Drawdown Indicators

	BALI	BTEK	Difference
Max Drawdown Largest peak-to-trough decline	-16.65%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-6.71%	—	—
Current Drawdown Current decline from peak	-2.49%	—	—
Average Drawdown Average peak-to-trough decline	-1.63%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.40%	—	—

Volatility

Volatility by Period

	BALI	BTEK	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.07%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.30%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.49%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.02%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.02%	—	—

BALI vs. BTEK - Expense Ratio Comparison

BALI has a 0.35% expense ratio, which is lower than BTEK's 0.88% expense ratio.

Dividends

BALI vs. BTEK - Dividend Comparison

BALI's dividend yield for the trailing twelve months is around 7.83%, while BTEK has not paid dividends to shareholders.

Position	TTM	2025	2024	2023
BALI Blackrock Advantage Large Cap Income ETF	7.83%	8.51%	7.13%	2.13%
BTEK Future Tech ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, BALI or BTEK?

On fees, BALI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BALI or BTEK?

BALI is cheaper with a 0.35% expense ratio, compared with 0.88% for BTEK.

Which ETF pays a higher dividend yield, BALI or BTEK?

BALI has the higher dividend yield at 7.83%, compared with 0.00% for BTEK.

What is the main difference between BALI and BTEK?

BALI is categorized as Derivative Income, while BTEK is Technology Equities. Their fees differ too: 0.35% for BALI and 0.88% for BTEK.