QQQG vs. BALQ
QQQG (Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF) and BALQ (iShares Nasdaq Premium Income Active ETF) are both Nasdaq-100 funds. Both are actively managed. Their correlation of 0.91 suggests significant overlap in exposure. QQQG charges 0.49%/yr vs 0.35%/yr for BALQ.
Performance
QQQG vs. BALQ - Performance Comparison
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Returns By Period
In the year-to-date period, QQQG achieves a 29.97% return, which is significantly higher than BALQ's 17.95% return.
QQQG
- 1D
- -0.79%
- 1M
- 5.22%
- YTD
- 29.97%
- 6M
- 27.35%
- 1Y
- 38.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BALQ
- 1D
- -0.54%
- 1M
- -0.66%
- YTD
- 17.95%
- 6M
- 16.38%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QQQG vs. BALQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF | 29.97% | -0.70% |
BALQ iShares Nasdaq Premium Income Active ETF | 17.95% | 0.04% |
Correlation
The correlation between QQQG and BALQ is 0.91, 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 | 0.91 |
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Return for Risk
QQQG vs. BALQ — Risk / Return Rank
QQQG
BALQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
QQQG vs. BALQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF (QQQG) and iShares Nasdaq Premium Income Active ETF (BALQ). 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.
| QQQG | BALQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.31 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.81 | — | — |
| Martin ratioReturn relative to average drawdown | 9.82 | — | — |
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Drawdowns
QQQG vs. BALQ - Drawdown Comparison
The maximum QQQG drawdown since its inception was -23.61%, which is greater than BALQ's maximum drawdown of -11.79%. Use the drawdown chart below to compare losses from any high point for QQQG and BALQ.
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Drawdown Indicators
| QQQG | BALQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.61% | -11.79% | -11.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.79% | — | — |
Current DrawdownCurrent decline from peak | -5.04% | -4.23% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -2.42% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | — | — |
Volatility
QQQG vs. BALQ - Volatility Comparison
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Volatility by Period
| QQQG | BALQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.40% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 18.71% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.09% | 20.56% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.32% | 20.56% | +3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.32% | 20.56% | +3.76% |
QQQG vs. BALQ - Expense Ratio Comparison
QQQG has a 0.49% expense ratio, which is higher than BALQ's 0.35% expense ratio.
Dividends
QQQG vs. BALQ - Dividend Comparison
QQQG's dividend yield for the trailing twelve months is around 0.05%, less than BALQ's 4.78% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BALQ iShares Nasdaq Premium Income Active ETF | 4.78% | 0.95% | 0.00% |
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF | 0.05% | 0.06% | 0.11% |
Frequently Asked Questions
With a correlation of 0.91, QQQG and BALQ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BALQ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BALQ is cheaper with a 0.35% expense ratio, compared with 0.49% for QQQG.
BALQ has the higher dividend yield at 4.78%, compared with 0.05% for QQQG.
They also come from different issuers: Pacer and iShares. Their fees differ too: 0.49% for QQQG and 0.35% for BALQ.
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