BALQ vs VOO
iShares Nasdaq Premium Income Active ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BALQ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $18M | $997.4B | |
| Dividend Yield | 6.26% | 1.08% | |
| Holdings | 118 | 509 | |
| YTD Return | +19.13% | +12.73% | |
| 1Y Return | - | +20.59% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +12.87% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -11.8% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 2, 2025 | Sep 7, 2010 |
BALQ vs VOO Performance
iShares Nasdaq Premium Income Active ETF (BALQ) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BALQ is up 19.13% versus a gain of 12.73% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.8% for BALQ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BALQ charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, BALQ currently yields 6.26% against 1.08% for VOO.
Holdings Overlap
BALQ and VOO share 70 holdings out of 546 unique holdings combined, representing a 52.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, BALQ or VOO?
BALQ has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
What is the holdings overlap between BALQ and VOO?
BALQ and VOO share 70 common holdings with a 52.6% weight overlap. Combined, they hold 546 unique securities.
Which pays a higher dividend, BALQ or VOO?
BALQ yields 6.26% while VOO yields 1.08%, so BALQ currently pays the higher dividend yield.
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