Compare BALI and MRNY

BALI and MRNY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax MRNA Option Income Strategy ETFIncome · Premium income1.00%43.46%+529.4%+616.6%+26.8%[…]−28.8%118.1%$273M1.4

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%8.10%+10.8%+12.7%+19.6%[…]−6.7%11.4%$1.5B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: BALI 2023 · MRNY 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

MRNY

YieldMax MRNA Option Income Strategy ETF · $273M[…]

$10,000 five years ago, dividends reinvested

BALIMeasureMRNY

+10.8%Year to dateJan 1 → Nov 6+529.4%

+12.7%1 yearTotal return+616.6%

+19.6%3 years · per year$10,000 became $17,088 · $20,366+26.8%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $100 a year on $10k · lower is better1.00%

8.10%Trailing 12-mo yield$810 · $4,346 a year on $10k43.46%

−6.7%Worst dropSmaller is better−28.8%

11.4%VolatilityLower is calmer118.1%

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

3–4MRNY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALI vs MRNY: Top 5 Holdings

Today

BALI

24.3%in top 5

MRNY

in top 5[…]

BALIStockMRNY

6.6%AAPLnot top 5

6.3%NVDAnot top 5

5.8%MSFTnot top 5

3.5%AMZNnot top 5

2.2%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BALI vs MRNY Returns, Every Period

1Y

iSharesBALI

+12.7%

past year

MRNYYieldMax

+616.6%

past year

BALIMRNYFaded: behind in that period

0–3MRNY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BALI vs MRNY

YTD

iSharesBALI

+10.8%

MRNYYieldMax

+529.4%

+10.8%Year to date+529.4%

−6.7%Worst drop · 1Y−28.8%

11.4%Volatility · 1Y118.1%

8.1%Yield43.5%

$1.5BAssets$273M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALI, MRNY

Today

0.35%lowest, BALI

FundExpense ratioFee$10k

BALI0.35%$35

MRNY1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BALI, MRNY

1Y

43.46%highest, MRNY

FundTrailing yieldYield$10k

MRNY43.46%$4,346

BALI8.10%$810

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$4,246most kept, MRNY

MRNY$4,346 − $100 = $4,246

BALI$810 − $35 = $775

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BALI, MRNY

Today

[…]holdings […]

BALIMRNY

BALI—[…]

MRNY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+616.6%MRNY, at 118.1% volatility

BALIWorst drop−6.7%11.4% vol

MRNYWorst drop−28.8%118.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MRNYBALI

+529.4%Year to date+10.8%

43.5%Yield8.1%

+616.6%Past year+12.7%

1.00%Fee0.35%

3–1MRNY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026