HOYY vs. BALI
HOYY (GraniteShares YieldBOOST HOOD ETF) and BALI (Blackrock Advantage Large Cap Income ETF) are both Derivative Income funds. Both are actively managed. Their 0.54 correlation means they have sometimes moved together and sometimes differently. HOYY charges 1.07%/yr vs 0.35%/yr for BALI.
Performance
HOYY vs. BALI - Performance Comparison
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Returns By Period
In the year-to-date period, HOYY achieves a -30.76% return, which is significantly lower than BALI's 15.45% return.
HOYY
- 1D
- 0.40%
- 1M
- -4.28%
- 6M
- -17.77%
- YTD
- -30.76%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BALI
- 1D
- 0.12%
- 1M
- 3.53%
- 6M
- 13.95%
- YTD
- 15.45%
- 1Y
- 25.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 22.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.36M | $7.38M | $9.08M | |
| $105.15K | $100.18K | $153.82K |
HOYY vs. BALI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HOYY GraniteShares YieldBOOST HOOD ETF | -30.76% | -23.57% |
BALI Blackrock Advantage Large Cap Income ETF | 15.45% | 2.66% |
Correlation
The correlation between HOYY and BALI is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.54 |
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Return for Risk
HOYY vs. BALI — Risk / Return Rank
HOYY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BALI
HOYY vs. BALI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GraniteShares YieldBOOST HOOD ETF (HOYY) 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.
| HOYY | BALI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.44 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.76 | — |
| Martin ratioReturn relative to average drawdown | — | 17.53 | — |
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Drawdowns
HOYY vs. BALI - Drawdown Comparison
The maximum HOYY drawdown since its inception was -51.67%, which is greater than BALI's maximum drawdown of -16.65%. Use the drawdown chart below to compare losses from any high point for HOYY and BALI.
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Drawdown Indicators
| HOYY | BALI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.67% | -16.65% | -35.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.71% | — |
Current DrawdownCurrent decline from peak | -50.40% | 0.00% | -50.40% |
Average DrawdownAverage peak-to-trough decline | -35.74% | -1.59% | -34.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.44% | — |
Volatility
HOYY vs. BALI - Volatility Comparison
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Volatility by Period
| HOYY | BALI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.28% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.53% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 33.87% | 10.65% | +23.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.87% | 12.91% | +20.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.87% | 12.91% | +20.96% |
HOYY vs. BALI - Expense Ratio Comparison
HOYY has a 1.07% expense ratio, which is higher than BALI's 0.35% expense ratio.
Dividends
HOYY vs. BALI - Dividend Comparison
HOYY's dividend yield for the trailing twelve months is around 231.10%, more than BALI's 7.63% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BALI Blackrock Advantage Large Cap Income ETF | 7.63% | 8.51% | 7.13% | 2.13% |
HOYY GraniteShares YieldBOOST HOOD ETF | 231.10% | 50.51% | 0.00% | 0.00% |
Frequently Asked Questions
HOYY and BALI have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
BALI is cheaper with a 0.35% expense ratio, compared with 1.07% for HOYY.
HOYY has the higher dividend yield at 231.10%, compared with 7.63% for BALI.
They also come from different issuers: GraniteShares and BlackRock. Their fees differ too: 1.07% for HOYY and 0.35% for BALI.
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