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Save view, at the bottom, keeps this one here JEPI and BALQ · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.1%−5.8%−5.4%+16.0%———+15.6%
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 BALQ and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrialsOther
iShares BALQ · 110 holdings · tile size = share of the fund · as of Nov 12, 2026
+12.3%
−0.3%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
−0.3%
$6.4B
FT Vest Rising Dividend Achievers Target Income
+15.3%
−0.7%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
−0.3%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
−0.5%
$913M
JPMorgan Equity Premium Yield
new
−0.2%
$900M
JPMorgan Nasdaq Equity Premium Yield
new
−0.3%
$788M
Parametric Equity Premium Income
+17.7%
−0.7%
$569M
WisdomTree Equity Premium Income
+7.2%
−0.5%
$547M
Kensington Hedged Premium Income
+8.6%
−0.2%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
−0.3%
$329M
KBW Premium Yield Equity REIT
+14.5%
−1.4%
$289M
YieldMax Gold Miners Option Income Strategy
−11.9%
−4.7%
$271M
YieldMax MRNA Option Income Strategy
+477.6%
−8.4%
$260M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.4B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
iShares Nasdaq Premium Income Active ETF
−0.1%
+16.0%
new
$43.6M
#9 of 75 this year · #5 cheapest of 92 · sorted by assets
BALQ and its peer group · total return · as of Nov 12, 2026
5.31%
5AMDAdvanced Micro Devices4.65% 6MUMicron Technology4.47% 7COSTCostco Wholesale3.67% iShares BALQ · weight in the fund · as of Nov 12, 2026
iShares BALQ · 110 holdings · tile size = share of the fund · as of Nov 12, 2026
JEPI and BALQ · year-to-date · as of Nov 12, 2026 · AUM not scored
BALQAvsBPeer average
1D−0.1%−1.3%
1M−5.8%−3.3%
3M−5.4%−1.9%
YTD+16.0%+6.5%
1Y[…]+6.6%
3Y[…]+43.1%
5Y[…]+22.0%
2–2level
91 Premium income peers · each row scaled to its leader
AVGO3.1%
98 more
AVGO3.1%
88 more
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrialsOther