PAPI vs. BALI

In the year-to-date period, PAPI achieves a 0.50% return, which is significantly higher than BALI's -1.30% return.

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PAPI has a 0.29% expense ratio, which is lower than BALI's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Parametric Equity Premium Income ETF (PAPI) 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.

The current PAPI Sharpe Ratio is 0.20, which is lower than the BALI Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of PAPI and BALI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PAPI's dividend yield for the trailing twelve months is around 7.45%, less than BALI's 8.64% yield.

The maximum PAPI drawdown since its inception was -14.27%, smaller than the maximum BALI drawdown of -16.65%. Use the drawdown chart below to compare losses from any high point for PAPI and BALI. For additional features, visit the drawdowns tool.

The current volatility for Parametric Equity Premium Income ETF (PAPI) is 3.60%, while Blackrock Advantage Large Cap Income ETF (BALI) has a volatility of 5.62%. This indicates that PAPI experiences smaller price fluctuations and is considered to be less risky than BALI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.