BALQ vs. SOXX
BALQ (iShares Nasdaq Premium Income Active ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - BALQ is a Nasdaq-100 fund actively managed by iShares, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. BALQ is actively managed, while SOXX is passively managed. Their correlation of 0.83 suggests significant overlap in exposure. BALQ charges 0.35%/yr vs 0.34%/yr for SOXX.
Performance
BALQ vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, BALQ achieves a 17.95% return, which is significantly lower than SOXX's 99.95% return.
BALQ
- 1D
- -0.54%
- 1M
- -0.66%
- YTD
- 17.95%
- 6M
- 16.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXX
- 1D
- -0.31%
- 1M
- 12.00%
- YTD
- 99.95%
- 6M
- 96.69%
- 1Y
- 157.04%
- 3Y*
- 56.02%
- 5Y*
- 33.68%
- 10Y*
- 36.04%
BALQ vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BALQ iShares Nasdaq Premium Income Active ETF | 17.95% | 0.04% |
SOXX iShares Semiconductor ETF | 99.95% | -0.41% |
Correlation
The correlation between BALQ and SOXX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | 0.83 |
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Return for Risk
BALQ vs. SOXX — Risk / Return Rank
BALQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXX
BALQ vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Nasdaq Premium Income Active ETF (BALQ) and iShares Semiconductor ETF (SOXX). 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.
| BALQ | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.57 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 10.02 | — |
| Martin ratioReturn relative to average drawdown | — | 35.78 | — |
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Drawdowns
BALQ vs. SOXX - Drawdown Comparison
The maximum BALQ drawdown since its inception was -11.79%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BALQ and SOXX.
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Drawdown Indicators
| BALQ | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.79% | -70.21% | +58.42% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.77% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -41.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -4.23% | -8.17% | +3.94% |
Average DrawdownAverage peak-to-trough decline | -2.42% | -19.94% | +17.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.41% | — |
Volatility
BALQ vs. SOXX - Volatility Comparison
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Volatility by Period
| BALQ | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 22.70% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 33.39% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.56% | 39.43% | -18.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.56% | 37.20% | -16.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 33.99% | -13.43% |
BALQ vs. SOXX - Expense Ratio Comparison
BALQ has a 0.35% expense ratio, which is higher than SOXX's 0.34% expense ratio.
Dividends
BALQ vs. SOXX - Dividend Comparison
BALQ's dividend yield for the trailing twelve months is around 4.78%, more than SOXX's 0.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BALQ iShares Nasdaq Premium Income Active ETF | 4.78% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares Semiconductor ETF | 0.24% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
BALQ and SOXX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOXX is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOXX is cheaper with a 0.34% expense ratio, compared with 0.35% for BALQ.
BALQ has the higher dividend yield at 4.78%, compared with 0.24% for SOXX.
BALQ is categorized as Nasdaq-100, while SOXX is Semiconductors. Their fees differ too: 0.35% for BALQ and 0.34% for SOXX.
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