A+

94 / 100

$BALI

iShares US Large Cap Premium Income Active ETF

Total return is comfortably ahead of the distribution rate — this fund has been growing capital while paying you.

Distribution Yield

6.2%

annualized

Total Return

76%

since inception

Annualized Return

20.02%

average per year

Inception

9/26/2023

3.1 years live

Scorecard Rank

#12

of 177 funds

🎯 How BALI Scored

We grade on total return, not headline yield. A fund that pays 40% while losing 30% of its price is not doing its job.

Annualized return strength50 / 50

Average yearly total return of 20.02% since inception.

Cumulative total return19 / 25

76% in total return since the fund launched.

Yield backed by returns25 / 25

Compares the 6.2% distribution rate against 20.02% annualized return. Higher is healthier.

🧮 BALI Income & Growth Calculator

Enter what you'd invest. We'll show the income at the current distribution rate and project growth at the fund's historical annualized return.

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Projections use BALI's historical annualized total return of 20.02% and its current 6.2% distribution rate, both held flat. Real returns will differ, distributions can be cut, and past performance does not predict future results. Taxes, fees, and return of capital are not modeled. For entertainment only — not financial advice.

🥊 Compare ETFs Head-to-Head

Put BALI up against another fund on total return, yield, and annualized performance.

Browse all 300+ ETF matchups →

💵 Similar Yield to BALI

Other funds paying in the 6–10% range, ranked by our scorecard.

Symbol	Name	Yield	Annualized	Grade
TDVI	FT Vest Technology Dividend Target Income ETF	8.07%	24.32%	A+
IDVO	Amplify CWP International Enhanced Dividend Income ETF	6.1%	18.62%	A
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	8.62%	19.18%	A
ROCY	JPMorgan Equity Premium Yield ETF	6.5%	23.41%	A
ITWO	ProShares Russell 2000 High Income ETF	8%	16.11%	A
SEPI	Shelton Equity Premium Income ETF	8.30%	18.95%	A
SPYH	NEOS S&P 500 Hedged Equity Income ETF	7.9%	18.62%	A
EGGQ	NestYield Visionary ETF	8.66%	13.82%	A-
JEPI	JPMorgan Equity Premium Income ETF	8.0%	11.17%	A-
NIHI	NEOS MSCI EAFE High Income ETF	9.7%	12.40%	B+
KHPI	Kensington Hedged Premium Income ETF	9.0%	10.89%	B+
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	9%	9.25%	B

🏆 Highest Annualized Returns

The strongest average annual total returns since inception across every fund we track.

#	Symbol	Name	Yield	Annualized
1	AMDW	AMDW AMD WeeklyPay ETF	44.2%	169.57%
2	CHPY	YieldMax Semiconductor Portfolio Option Income ETF	40%	73.04%
3	PLTY	YieldMax PLTR Option Income Strategy ETF	41%	66.87%
4	HAKY	Amplify HACK Cybersecurity Covered Call ETF	15%	59.68%
5	NVDY	YieldMax NVDA Option Income Strategy ETF	30%	52.29%
6	AHD	GraniteShares Autocallable HOOD ETF	33%	48.45%
7	AMDY	YieldMax AMD Option Income Strategy ETF	42%	45.47%
8	SOXY	YieldMax® Target 12™ Semiconductor Option Income ETF	12%	44.43%
9	NVII	REX NVDA Growth & Income ETF	39%	43.21%
10	XLEI	State Street Energy Select Sector SPDR Premium Income ETF	21.0%	39.48%
11	SNOY	YieldMax SNOW Option Income Strategy ETF	46%	37.99%
12	GOOW	Roundhill GOOGL WeeklyPay ETF	21.1%	35.38%
13	PLTW	Roundhill PLTR WeeklyPay ETF	71.7%	30.46%
14	VFLO	VictoryShares Free Cash Flow ETF	0.8%	29.02%
15	MLPI	MLP & Energy Infrastructure High Income ETF	14.3%	27.97%

❓ BALI FAQ

What is the dividend yield of BALI?

BALI currently shows a distribution yield of 6.2%. Yield reflects the most recent distribution annualized and can change with every payment.

What is the total return of BALI since inception?

BALI has returned 76% in total since it launched on 9/26/2023, which works out to roughly 20.02% per year on average.

Is the BALI yield sustainable?

Total return is comfortably ahead of the distribution rate — this fund has been growing capital while paying you. A distribution rate that runs persistently ahead of total return generally means capital is being returned rather than earned.

How is the BALI grade calculated?

Our A+ grade combines three things: annualized total return (50 points), cumulative total return since inception (25 points), and whether annualized return keeps pace with the distribution rate (25 points). BALI scored 94 out of 100. This is our opinion only, not investment advice.