ZHDG vs. BALI

In the year-to-date period, ZHDG achieves a 0.99% return, which is significantly higher than BALI's 0.03% return.

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ZHDG has a 0.98% expense ratio, which is higher than BALI's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ZEGA Buy and Hedge ETF (ZHDG) 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 ZHDG Sharpe Ratio is 1.02, which is higher than the BALI Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of ZHDG 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.

ZHDG's dividend yield for the trailing twelve months is around 2.57%, less than BALI's 8.52% yield.

The maximum ZHDG drawdown since its inception was -23.27%, which is greater than BALI's maximum drawdown of -16.65%. Use the drawdown chart below to compare losses from any high point for ZHDG and BALI.

ZEGA Buy and Hedge ETF (ZHDG) and Blackrock Advantage Large Cap Income ETF (BALI) have volatilities of 3.98% and 3.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.