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QTOP vs. BALQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QTOP vs. BALQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Nasdaq Top 30 Stocks ETF (QTOP) and iShares Nasdaq Premium Income Active ETF (BALQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QTOP achieves a 12.29% return, which is significantly lower than BALQ's 16.24% return.


QTOP

1D
0.76%
1M
-3.71%
6M
10.80%
YTD
12.29%
1Y
26.03%
3Y*
5Y*
10Y*
ALL TIME*
23.79%

BALQ

1D
1.14%
1M
-1.78%
6M
13.78%
YTD
16.24%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$303.15K$247.56K$176.54K
$6.40M$5.80M$7.08M

QTOP vs. BALQ - Yearly Performance Comparison


Correlation

The correlation between QTOP and BALQ is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 3, 2025

0.99

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Return for Risk

QTOP vs. BALQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

QTOP
QTOP Risk / Return Rank: 4646
Overall Rank
QTOP Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
QTOP Sortino Ratio Rank: 4343
Sortino Ratio Rank
QTOP Omega Ratio Rank: 4242
Omega Ratio Rank
QTOP Calmar Ratio Rank: 5050
Calmar Ratio Rank
QTOP Martin Ratio Rank: 4949
Martin Ratio Rank

BALQ

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

QTOP vs. BALQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Nasdaq Top 30 Stocks ETF (QTOP) 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.


QTOPBALQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.20

Calmar ratioReturn relative to maximum drawdown

1.79

Martin ratioReturn relative to average drawdown

5.58

QTOP vs. BALQ - Sharpe Ratio Comparison


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Drawdowns

QTOP vs. BALQ - Drawdown Comparison

The maximum QTOP drawdown since its inception was -23.28%, which is greater than BALQ's maximum drawdown of -11.79%. Use the drawdown chart below to compare losses from any high point for QTOP and BALQ.


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Drawdown Indicators


QTOPBALQDifference

Max Drawdown

Largest peak-to-trough decline

-23.28%

-11.79%

-11.49%

Max Drawdown (1Y)

Largest decline over 1 year

-13.02%

Current Drawdown

Current decline from peak

-8.69%

-5.61%

-3.08%

Average Drawdown

Average peak-to-trough decline

-3.93%

-2.72%

-1.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

Volatility

QTOP vs. BALQ - Volatility Comparison


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Volatility by Period


QTOPBALQDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.33%

Volatility (6M)

Calculated over the trailing 6-month period

18.01%

Volatility (1Y)

Calculated over the trailing 1-year period

21.39%

21.51%

-0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

21.51%

+2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.79%

21.51%

+2.28%

QTOP vs. BALQ - Expense Ratio Comparison

QTOP has a 0.20% expense ratio, which is lower than BALQ's 0.35% expense ratio.


Dividends

QTOP vs. BALQ - Dividend Comparison

QTOP's dividend yield for the trailing twelve months is around 0.35%, less than BALQ's 6.19% yield.


PositionTTM20252024
BALQ
iShares Nasdaq Premium Income Active ETF
6.19%0.95%0.00%
QTOP
iShares Nasdaq Top 30 Stocks ETF
0.35%0.38%0.11%

Frequently Asked Questions


With a correlation of 0.99, QTOP 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, QTOP is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QTOP is cheaper with a 0.20% expense ratio, compared with 0.35% for BALQ.

BALQ has the higher dividend yield at 6.19%, compared with 0.35% for QTOP.

Their fees differ too: 0.20% for QTOP and 0.35% for BALQ.

Portfolio Optimizer

Find the right allocation for QTOP and BALQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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