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BALQ wins
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−1.4%−6.9%−6.8%+14.4%———+14.0%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
iShares BALQ and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrialsOther
iShares BALQ · 110 holdings · tile size = share of the fund · as of Nov 12, 2026
+11.9%
+70.8%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
+75.3%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.4%
+76.4%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
+70.3%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+63.4%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+18.3%
+46.1%
$572M
WisdomTree Equity Premium Income
+6.6%
+48.5%
$547M
Kensington Hedged Premium Income
+8.4%
new
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
new
$331M
KBW Premium Yield Equity REIT
+15.3%
+24.8%
$287M
YieldMax Gold Miners Option Income Strategy
−12.0%
new
$267M
YieldMax MRNA Option Income Strategy
+456.5%
+90.8%
$258M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
iShares Nasdaq Premium Income Active ETF
−1.4%
+14.4%
new
$44.1M
#12 of 75 this year · #7 cheapest of 92 · sorted by assets
BALQ and its peer group · total return · as of Nov 13, 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 13, 2026 · AUM not scored
BALQAvsBPeer average
1D−1.4%−0.6%
1M−6.9%−4.5%
3M−6.8%−2.2%
YTD+14.4%+6.0%
1Y[…]+6.3%
3Y[…]+42.8%
5Y[…]+21.3%
1–3Peer average wins
91 Premium income peers · each row scaled to its leader
AVGO3.1%
98 more
AVGO3.1%
88 more
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrialsOther