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iShares U.S. Large Cap Premium Income Active ETF

BALI

Market cap $1.38B

34.83 USD

-0.01

0.03%

At close Updated Aug 28, 4:00 PM EDT

1 day

-0.03%

5 days

0.32%

1 month

3.26%

3 months

1.78%

6 months

8.5%

Year to date

9.98%

1 year

11.78%

5 years

40.27%

10 years

40.27%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 50%

Neutral 50%

Negative 0%

24/7 Wall Street

September Is Historically the Worst Month for Stocks and These 3 ETFs Pay Up to 9 Percent While You Wait It Out

September has an unusually poor reputation on Wall Street, with the S&P 500 posting an average negative return for the month going back to 1928.

September Is Historically the Worst Month for Stocks and These 3 ETFs Pay Up to 9 Percent While You Wait It Out

BALI: A Hidden Covered Call ETF That Could Be Better Than You Think

iShares US Large Cap Premium Income Active ETF (BALI) targets conservative, income-focused investors seeking high yield with lower volatility than the broader market. BALI offers a 7.8% distribution yield and a low 0.35% expense ratio, outperforming some covered call peers in recent periods while maintaining a conservative cost structure. The ETF's options overlay strategy caps upside, leading to underperformance in strong bull markets and heightened risk of NAV decline and payout volatility in prolonged bear markets.

BALI: A Hidden Covered Call ETF That Could Be Better Than You Think

BALI: Examining The Strategy And Assessing Present Positioning

The iShares U.S. Large Cap Premium Income Active ETF executes investments in three tranches: long securities, long index futures, and short index options, and has a moderate ~0.35% expense ratio. BALI's 7.75% distribution rate necessarily requires ongoing capital appreciation to support distributions; option overlays alone cannot sustainably support these payouts. The ETF's strategy interestingly uses active large-cap exposure while executing option overlay through long index futures and short option positions.

BALI: Examining The Strategy And Assessing Present Positioning

BALI: The Meeting Point I Was Looking For Between The S&P 500 And Covered Calls

BALI combines U.S. large-cap equity exposure, call writing, and futures overlays to deliver high monthly income with lower volatility than the S&P 500. The fund's concentrated, growth-tilted portfolio and derivatives overlay have driven superior total returns versus peers like JEPI and XYLD. In my opinion, BALI's predictable distributions and recovery profile make it a compelling complement to SPY, especially at current market valuations.

BALI: The Meeting Point I Was Looking For Between The S&P 500 And Covered Calls

Opportunities & Evolving ETF Solutions in Derivative Income

There's an ongoing shift in how investors access income through ETFs. No longer is sourcing income a pursuit centered solely on fixed income assets.

Opportunities & Evolving ETF Solutions in Derivative Income

CNBC Television

Three key ETF themes to watch in 2026, according to BlackRock's Jacobs

Jay Jacobs, U.S. head of equity ETFs at BlackRock, joins CNBC's "Halftime Report" to discuss his ETF investment tips and key growth areas for 2026.

Three key ETF themes to watch in 2026, according to BlackRock's Jacobs

BALI: Income Returns On S&P 500 Growth

I recommend the iShares U.S. Large Cap Premium Income Active ETF (BALI) with a Buy rating and a 4-6% target allocation. BALI offers a 7.69% annualized yield via monthly distributions, combining large-cap equity exposure with an options-based income strategy.

BALI: Income Returns On S&P 500 Growth

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.

BALI Outpaces JEPI Without Losing Its Balance

3 Great ETFs to Buy Before the Fed Cuts Interest Rates

Diving headfirst into bonds isn't the only option.

3 Great ETFs to Buy Before the Fed Cuts Interest Rates

24/7 Wall Street

2 Elite Dividend ETFs That Yield Over 5%

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

2 Elite Dividend ETFs That Yield Over 5%

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