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 0.90 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 31.21% return, which is significantly higher than BALQ's 22.35% return.
QQQG
- 1D
- -0.92%
- 1M
- 14.49%
- YTD
- 31.21%
- 6M
- 28.95%
- 1Y
- 41.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BALQ
- 1D
- -0.44%
- 1M
- 9.03%
- YTD
- 22.35%
- 6M
- 21.90%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QQQG vs. BALQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF | 31.21% | -1.82% |
BALQ iShares Nasdaq Premium Income Active ETF | 22.35% | -0.49% |
Correlation
The correlation between QQQG and BALQ is 0.90, 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 4, 2025 | 0.90 |
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Return for Risk
QQQG vs. BALQ — Risk / Return Rank
QQQG
BALQ
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.
| QQQG | BALQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | — | — |
| Martin ratioReturn relative to average drawdown | 10.82 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QQQG | BALQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 2.72 | -1.55 |
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 | -0.92% | -0.65% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -2.36% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | — | — |
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 | 5.39% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.05% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.67% | 17.97% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.40% | 17.97% | +5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.40% | 17.97% | +5.43% |
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 0.06%, less than BALQ's 4.61% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BALQ iShares Nasdaq Premium Income Active ETF | 4.61% | 0.95% | 0.00% |
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF | 0.06% | 0.06% | 0.11% |
Frequently Asked Questions
QQQG and BALQ have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 4.61%, compared with 0.06% 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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