ETFs most similar to BALI
The funds whose holdings overlap iShares U.S. Large Cap Premium Income Active ETF the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with BALI | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| BALIiShares U.S. Large Cap Premium Income Active ETF | Covered Call | — | 0.35% | $1.4B | +9.7% | 7.67% | |
| ENHUiShares Enhanced Large Cap Core Active ETF | Multi-Factor | 63% | 0.22% | $13M | — | 0.73% | side by side |
| USPXFranklin U.S. Equity Index ETF | Total Market | 62% | 0.03% | $2.1B | +15.2% | 1.01% | side by side |
| OEIOptimized Equity Income ETF | High Dividend | 62% | 0.75% | $46M | — | 8.06% | side by side |
| AAUAAlpha Architect US Equity 3 ETF | Total Market | 62% | 0.09% | $370M | — | — | side by side |
| AAUSAlpha Architect US Equity ETF | Total Market | 62% | 0.09% | $518M | +15.2% | 0.32% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.