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Highest yield · 20 of 584Yield
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Save view, at the bottom, keeps this one here JEPI and BALI · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.3%−2.0%−2.5%+13.8%+14.7%+70.9%—+74.7%
Peer average−1.3%−3.3%−1.9%+6.5%+6.6%+43.1%+22.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
iShares BALI and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
TechnologyHealthcareFinancial ServicesConsumer CyclicalCommunication ServicesIndustrialsOther
iShares BALI · 190 holdings · tile size = share of the fund · as of Nov 12, 2026
+12.3%
+12.3%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+11.7%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+15.3%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+13.8%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+13.7%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+17.7%
+17.7%
$572M
WisdomTree Equity Premium Income
+7.2%
+7.2%
$547M
Kensington Hedged Premium Income
+8.6%
+8.6%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
+10.4%
$331M
KBW Premium Yield Equity REIT
+14.5%
+14.5%
$287M
YieldMax Gold Miners Option Income Strategy
−11.9%
−11.9%
$267M
YieldMax MRNA Option Income Strategy
+477.6%
+477.6%
$258M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
iShares U.S. Large Cap Premium Income Active ETF
−0.3%
+13.8%
+14.7%
$1.6B
#14 of 75 this year · #8 cheapest of 92 · sorted by assets
BALI and its peer group · total return · as of Nov 12, 2026
3.53%
8BRK-BBerkshire Hathaway1.98% 9COSTCostco Wholesale1.90% iShares BALI · weight in the fund · as of Nov 12, 2026
iShares BALI · 190 holdings · tile size = share of the fund · as of Nov 12, 2026
JEPI and BALI · year-to-date · as of Nov 12, 2026 · AUM not scored
BALIAvsBPeer average
1D−0.3%−1.3%
1M−2.0%−3.3%
3M−2.5%−1.9%
YTD+13.8%+6.5%
1Y+14.7%+6.6%
3Y+70.9%+43.1%
5Y[…]+22.0%
5–1BALI wins
91 Premium income peers · each row scaled to its leader
COST1.9%
178 more
COST1.9%
168 more
TechnologyHealthcareFinancial ServicesConsumer CyclicalCommunication ServicesIndustrialsOther