BALI vs. SPYI

In the year-to-date period, BALI achieves a -5.65% return, which is significantly lower than SPYI's -3.86% return.

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BALI has a 0.35% expense ratio, which is lower than SPYI's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Blackrock Advantage Large Cap Income ETF (BALI) and NEOS S&P 500 High Income ETF (SPYI). 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.

The current BALI Sharpe Ratio is 0.51, which is comparable to the SPYI Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of BALI and SPYI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BALI's dividend yield for the trailing twelve months is around 8.25%, less than SPYI's 13.09% yield.

The maximum BALI drawdown since its inception was -16.65%, roughly equal to the maximum SPYI drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for BALI and SPYI. For additional features, visit the drawdowns tool.

The current volatility for Blackrock Advantage Large Cap Income ETF (BALI) is 12.35%, while NEOS S&P 500 High Income ETF (SPYI) has a volatility of 13.32%. This indicates that BALI experiences smaller price fluctuations and is considered to be less risky than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.