Compare · 2 funds side by side · dividends reinvested

BALQ and VOO

BALQiShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 03

BALQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

iShares Nasdaq Premium Income Active ETFIncome · Premium income0.35%9.62%+15.3%[…][…][…][…][…]$43M1.3

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: BALQ 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Nasdaq Premium Income Active ETF · $43M[…]

BALQ

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 53.0% in common

BALQMeasureVOO

+15.3%Year to dateJan 1 → Nov 3+11.5%

[…]1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

9.62%Trailing 12-mo yield$962 · $107 a year on $10k1.07%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.7%

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

2–1BALQ wins

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

More Ways to See the Pairs

BALQ vs VOO: Top 5 Holdings

Today

BALQ

33.1%in top 5

VOO

in top 528.3%

BALQStockVOO

8.1%NVDA8.4%

8.0%AAPL7.4%

7.4%MSFT5.8%

4.8%MUnot top 5

4.8%AMZN3.7%

not top 5GOOGL3.1%

Held in common53.0%

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

BALQ vs VOO Returns, Every Period

iSharesBALQ

[…]

past year

VOOVanguard

+11.9%

past year

BALQVOOFaded: behind in that period

1–0BALQ wins

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

Income vs Core: BALQ vs VOO

YTD

iSharesBALQ

+15.3%

VOOVanguard

+11.5%

+15.3%Year to date+11.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.7%

9.6%Yield1.1%

$42.8MAssets$1.00T

2–0BALQ wins

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

Cost, Income and Risk

Fees: BALQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BALQ0.35%$35

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

Yields: BALQ, VOO

9.62%highest, BALQ

FundTrailing yieldYield$10k

BALQ9.62%$962

VOO1.07%$107

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

Income After Fees on $10,000

$927most kept, BALQ

BALQ$962 − $35 = $927

VOO$107 − $3 = $104

KeptFee

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

Overlap: BALQ, VOO

Today

53.0%most shared, BALQ and VOO

BALQVOO

BALQ—53.0%

VOO53.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

BALQWorst drop[…][…]

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

Paid More vs Made More

YTD

BALQVOO

+15.3%Year to date+11.5%

9.6%Yield1.1%

[…]Past year+11.9%

0.35%Fee0.03%

2–1BALQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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