BALI vs SSPX
iShares US Large Cap Premium Income Active ETF vs Janus Henderson US Sustainable Equity ETF
Which is better, BALI or SSPX?
BALI has been ahead.
BALI has a lower expense ratio. BALI led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BALI | SSPX |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.55% |
| AUM | $1.5B | $10M |
| Dividend Yield | 7.81% | 0.30% |
| Holdings | 206 | 6 |
| Volatility (annualized) | 10.2%Best | 13.9% |
| Max Drawdown | -16.6% | -15.7%Best |
| $10,000 over 2 years | $14,965Best | $14,874 |
| Fund Family | BlackRock, Inc. (US) | Janus Henderson Investors |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 26, 2023 | Sep 8, 2021 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 370 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BALI has data through Oct 14, 2026 and SSPX through Oct 9, 2025.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 28, 2023 to Oct 9, 2025 (2 years).
Risk: Volatility and Drawdowns
SSPX has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 10.2% for BALI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.6% for BALI and -15.7% for SSPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BALI charges 0.35% per year while SSPX charges 0.55%. On a $10,000 position that is $35 vs $55 annually, a gap of $20 per year that compounds over a long holding period. On income, BALI currently yields 7.81% against 0.30% for SSPX.
You are not choosing between two funds in isolation.
Whichever of BALI and SSPX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BALI or SSPX?
BALI has an expense ratio of 0.35% while SSPX charges 0.55%. BALI is the cheaper option, by $20 a year on a $10,000 investment.
Which is riskier, BALI or SSPX?
SSPX has been the more volatile fund at 13.9% annualized versus 10.2% for BALI. Worst drawdown: BALI -16.6% vs SSPX -15.7%.
Should I hold both BALI and SSPX?
BALI and SSPX have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BALI or SSPX?
BALI yields 7.81% while SSPX yields 0.30%, so BALI currently pays the higher dividend yield.
Is SSPX better than BALI?
BALI has a lower expense ratio. BALI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.