FINY vs. BALI

Last updated Jul 1, 2026

FINY (GraniteShares YieldBOOST Financials ETF) and BALI (Blackrock Advantage Large Cap Income ETF) are both Derivative Income funds. Both are actively managed. At a 0.09 correlation, their price movements are largely independent. FINY charges 1.07%/yr vs 0.35%/yr for BALI.

Performance

FINY vs. BALI - Performance Comparison

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

Returns By Period

FINY

• 1D: 0.04%
• 1M: 2.80%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BALI

• 1D: 0.56%
• 1M: -0.63%
• YTD: 10.70%
• 6M: 10.04%
• 1Y: 21.99%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FINY vs. BALI - Yearly Performance Comparison

	2026 (YTD)
FINY GraniteShares YieldBOOST Financials ETF	4.75%
BALI Blackrock Advantage Large Cap Income ETF	3.95%

Correlation

The correlation between FINY and BALI is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 5, 2026	0.09

Return for Risk

FINY vs. BALI — Risk / Return Rank

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

FINY

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

BALI

BALI Risk / Return Rank: 79
BALI Sharpe Ratio Rank: 78
BALI Sortino Ratio Rank: 77
BALI Omega Ratio Rank: 79
BALI Calmar Ratio Rank: 76
BALI Martin Ratio Rank: 87

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.

FINY vs. BALI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GraniteShares YieldBOOST Financials ETF (FINY) and Blackrock Advantage Large Cap Income ETF (BALI). 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.

	FINY	BALI	Difference
Sharpe ratio: Return per unit of total volatility	—	2.11	—
Sortino ratio: Return per unit of downside risk	—	2.91	—
Omega ratio: Gain probability vs. loss probability	—	1.39	—
Calmar ratio: Return relative to maximum drawdown	—	3.29	—
Martin ratio: Return relative to average drawdown	—	15.38	—

Drawdowns

FINY vs. BALI - Drawdown Comparison

The maximum FINY drawdown since its inception was -0.63%, smaller than the maximum BALI drawdown of -16.65%. Use the drawdown chart below to compare losses from any high point for FINY and BALI.

Drawdown Indicators

	FINY	BALI	Difference
Max Drawdown Largest peak-to-trough decline	-0.63%	-16.65%	+16.02%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.71%	—
Current Drawdown Current decline from peak	0.00%	-0.88%	+0.88%
Average Drawdown Average peak-to-trough decline	-0.07%	-1.63%	+1.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.43%	—

Volatility

Volatility by Period

	FINY	BALI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.19%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.31%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.53%	10.47%	-5.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.53%	12.99%	-8.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.53%	12.99%	-8.46%

FINY vs. BALI - Expense Ratio Comparison

FINY has a 1.07% expense ratio, which is higher than BALI's 0.35% expense ratio.

Dividends

FINY vs. BALI - Dividend Comparison

FINY's dividend yield for the trailing twelve months is around 3.88%, less than BALI's 7.70% yield.

Position	TTM	2025	2024	2023
BALI Blackrock Advantage Large Cap Income ETF	7.10%	8.51%	7.13%	2.13%
FINY GraniteShares YieldBOOST Financials ETF	3.88%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FINY and BALI in my portfolio?

FINY and BALI have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FINY or BALI?

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, FINY or BALI?

BALI is cheaper with a 0.35% expense ratio, compared with 1.07% for FINY.

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

BALI has the higher dividend yield at 7.70%, compared with 3.88% for FINY.

What is the main difference between FINY and BALI?

They also come from different issuers: GraniteShares and BlackRock. Their fees differ too: 1.07% for FINY and 0.35% for BALI.