BALI Outpaces JEPI Without Losing Its Balance

JPMorgan Equity Premium Income ETF is a top S&P 500 buywrite ETF, excelling in drawdown management and income generation. iShares Advantage Large Cap Income ETF offers superior long-term growth, capturing more S&P 500 upside with only moderate additional drawdown risk. Both JEPI and BALI yield ~8.5% and have a 0.35% expense ratio, but BALI's growth-oriented strategy makes it a Stronger Buy for bullish investors.

Seeking Alpha • Oct 16, 2025

3 Great ETFs to Buy Before the Fed Cuts Interest Rates

Diving headfirst into bonds isn't the only option.

Morningstar • Sep 4, 2025

2 Elite Dividend ETFs That Yield Over 5%

Exchange-traded funds are the go-to for conservative investors who have a long timeframe.

24/7 Wall Street • Aug 31, 2025

Beyond The Yield: A Deep Dive Into BALI's Income Strategy And Limitations

BALI offers high monthly yield via blue chips, S&P 500 futures, and active call option selling, but sacrifices capital growth and carries higher risk. Yield is largely from option premiums, not traditional dividends, making future payouts variable and less reliable for long-term investors. Performance lags the S&P 500, with weak momentum and only a short, unproven dividend history, raising concerns about sustainability.

Seeking Alpha • Aug 5, 2025

BALI: Buy-Write ETF Outperforming Its Peers

iShares Advantage Large Cap Income ETF offers an 8%+ yield using a buy-write strategy with S&P 500 stocks, call options, and futures to target income and lower volatility. The BALI ETF portfolio closely mirrors the S&P 500 with a smaller number of stocks, and uses proprietary quantitative models. Since inception, BALI has outperformed other buy-write ETFs, but is more volatile.

Seeking Alpha • May 28, 2025

BALI: Large Caps With Less Volatility And A 7% Yield

The iShares Advantage Large Cap Income ETF aims to provide lower volatility and similar returns to the broad market with a high yield through an options overlay. Over its two-year lifespan, BALI has kept up with the market in terms of total return, making it appealing for income-focused investors and equity investors more broadly. The fund's 7% yield can be beneficial for investors needing consistent income, despite its slight underperformance compared to the total domestic market.

Seeking Alpha • Mar 9, 2025

BALI: Monthly Option Income With Market Growth

iShares Advantage Large Cap Income ETF offers enhanced income through dividend stocks and call options, growth potential via large cap stocks and S&P 500 futures. BlackRock is currently waiving the management fee on iShares BALI until March 31, 2025. The pro-business outlook under the new administration, including deregulation and potential Fed rate cuts, supports a bullish view for BALI's underlying stocks.

Seeking Alpha • Jan 22, 2025

BALI: Efficient Covered Call ETF But Untested History

iShares Advantage Large Cap Income ETF aims to offer a high dividend yield and lower volatility via an option writing strategy, making it attractive for income-focused investors. The fund's performance has been strong, with a 22% total return over the past year, but it's still unproven in a downturn. BALI's heavy tech sector allocation could be a vulnerability, and its option strategy caps upside potential, limiting gains in bull markets.

Seeking Alpha • Jan 21, 2025

Undercovered ETFs: Nuclear, Uranium, China, India +

The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.

Seeking Alpha • Nov 19, 2024

BALI: Great For Large-Cap Exposure Right Now

BALI offers exposure to large-cap stocks, while providing a high yield through a call-writing strategy. While this will correlate the market's performance, it can be beneficial to hold during moderate volatility such as right now. The ETF may serve defensive investors who don't feel comfortable being exposed to large-cap stocks today.

Seeking Alpha • Nov 3, 2024