Compare BALI and GPIQ

BALI and GPIQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%7.88%+13.9%+15.3%+21.9%[…]−6.7%10.5%$1.5B1.3

Goldman Sachs Nasdaq-100 Premium Income ETFIncome · Premium income0.35%10.78%+11.4%+10.7%+23.6%[…]−9.5%17.6%$6.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BALI 2023 · GPIQ 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Large Cap Premium Income Active ETF · $1.5B[…]

BALI

GPIQ

Goldman Sachs Nasdaq-100 Premium Income ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 47.3% in common

BALIMeasureGPIQ

+13.9%Year to dateJan 1 → Nov 3+11.4%

+15.3%1 yearTotal return+10.7%

+21.9%3 years · per year$10,000 became $18,093 · $18,904+23.6%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

7.88%Trailing 12-mo yield$788 · $1,078 a year on $10k10.78%

−6.7%Worst dropSmaller is better−9.5%

10.5%VolatilityLower is calmer17.6%

BALIGPIQ Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2BALI wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALI vs GPIQ: Top 5 Holdings

Today

BALI

23.8%in top 5

GPIQ

in top 530.8%

BALIStockGPIQ

6.3%AAPL8.2%

6.8%NVDA7.9%

5.4%MSFT6.3%

3.2%AMZN4.3%

not top 5MU4.2%

2.1%AVGOnot top 5

Held in common47.3%

End-of-day Nov 3, 2026 · share of each fund

BALI vs GPIQ Returns, Every Period

1Y

iSharesBALI

+15.3%

past year

GPIQGoldman Sachs

+10.7%

past year

BALIGPIQFaded: behind in that period

2–1BALI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BALI vs GPIQ

YTD

iSharesBALI

+13.9%

GPIQGoldman Sachs

+11.4%

+13.9%Year to date+11.4%

−6.7%Worst drop · 1Y−9.5%

10.5%Volatility · 1Y17.6%

7.9%Yield10.8%

$1.5BAssets$6.3B

3–1BALI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALI, GPIQ

Today

0.35%lowest, BALI

FundExpense ratioFee$10k

BALI0.35%$35

GPIQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BALI, GPIQ

1Y

10.78%highest, GPIQ

FundTrailing yieldYield$10k

GPIQ10.78%$1,078

BALI7.88%$788

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,043most kept, GPIQ

GPIQ$1,078 − $35 = $1,043

BALI$788 − $35 = $753

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BALI, GPIQ

Today

47.3%most shared, BALI and GPIQ

BALIGPIQ

BALI—47.3%

GPIQ47.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.3%BALI, at 10.5% volatility

BALIWorst drop−6.7%10.5% vol

GPIQWorst drop−9.5%17.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

GPIQBALI

+11.4%Year to date+13.9%

10.8%Yield7.9%

+10.7%Past year+15.3%

0.35%Fee0.35%

2–1BALI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026