BALI vs AVLC
Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF).
BALI vs AVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALI
$1.10B
Winner
AVLC
$1.20B
Expense Ratio
BALI
0.35%
Winner
AVLC
0.15%
Max Drawdown
Winner
BALI
18.92%
AVLC
19.85%
Sharpe Ratio
Winner
BALI
2.18
AVLC
2.15
5Y Beta
Winner
BALI
0.82
AVLC
0.99
P/E Ratio
Winner
BALI
25.03
AVLC
25.21
Forward P/E
BALI
20.15
Winner
AVLC
18.92
5Y EPS CAGR
Winner
BALI
25.82%
AVLC
23.48%
Debt to Equity
BALI
-15.37%
AVLC
N/A
P/S Ratio
BALI
2.88
Winner
AVLC
2.63
P/B Ratio
BALI
5.08
Winner
AVLC
4.38
BALI vs AVLC - Holdings Comparison
BALI and AVLC have 162 common holdings. Overlap is 43.71%
BALI's top 25 holdings weight is 84.67%. AVLC's top 25 holdings weight is 39.43%.
| Rank | BALI | AVLC |
|---|---|---|
| #1 | CASH OFFSET (n/a) - 32.99% | NVIDIA CORP (NVDA) - 4.93% |
| #2 | NVIDIA CORP (NVDA) - 7.05% | APPLE INC (AAPL) - 4.89% |
| #3 | APPLE INC (AAPL) - 5.79% | MICROSOFT CORP (MSFT) - 3.93% |
| #4 | MICROSOFT CORP (MSFT) - 5.30% | AMAZON.COM INC (AMZN) - 3.50% |
| #5 | AMAZON.COM INC (AMZN) - 4.01% | ALPHABET INC CLASS A (GOOGL) - 2.37% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.08% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.48% | ALPHABET INC CLASS C (GOOG) - 1.86% |
| #8 | BROADCOM INC (AVGO) - 2.40% | BROADCOM INC (AVGO) - 1.79% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.99% | EXXON MOBIL CORP (XOM) - 1.28% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.86% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #11 | COSTCO WHOLESALE CORP (COST) - 1.45% | MICRON TECHNOLOGY INC (MU) - 1.17% |
| #12 | CHEVRON CORP (CVX) - 1.37% | CATERPILLAR INC (CAT) - 0.89% |
| #13 | EXXON MOBIL CORP (XOM) - 1.35% | LAM RESEARCH CORP (LRCX) - 0.86% |
| #14 | TESLA INC (TSLA) - 1.31% | TESLA INC (TSLA) - 0.82% |
| #15 | TJX COMPANIES INC (TJX) - 1.28% | WALMART INC (WMT) - 0.79% |
| #16 | WALMART INC (WMT) - 1.27% | COSTCO WHOLESALE CORP (COST) - 0.78% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.26% | MERCK & CO INC (MRK) - 0.77% |
| #18 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.18% | VISA INC CLASS A (V) - 0.74% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.14% | ELI LILLY AND CO (LLY) - 0.73% |
| #20 | CARDINAL HEALTH INC (CAH) - 1.07% | APPLIED MATERIALS INC (AMAT) - 0.71% |
| #21 | JPMORGAN CHASE & CO (JPM) - 1.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | VISA INC CLASS A (V) - 1.04% | JOHNSON & JOHNSON (JNJ) - 0.66% |
| #23 | CME GROUP INC CLASS A (CME) - 1.01% | CHEVRON CORP (CVX) - 0.60% |
| #24 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% | CONOCOPHILLIPS (COP) - 0.56% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 0.96% | KLA CORP (KLAC) - 0.55% |
| Total Holdings | 201 | 892 |
BALI vs AVLC - Historical Returns
Returns include dividend reinvestment.
1M
BALI
+6.70%
Winner
AVLC
+8.05%
3M
BALI
+6.31%
Winner
AVLC
+7.07%
6M
BALI
+9.51%
Winner
AVLC
+12.49%
1Y
BALI
+26.11%
Winner
AVLC
+31.47%
Max(CAGR)
BALI
+21.61%
Winner
AVLC
+25.30%
BALI vs AVLC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BALI | AVLC |
|---|---|---|
| 2026 | +8.72% | +10.80% |
| 2025 | +14.52% | +17.70% |
| 2024 | +22.61% | +23.60% |
| 2023 | +9.51% | +12.04% |
BALI vs AVLC Drawdown Comparison
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current BALI drawdown is -0.06%.
| Rank | BALI | AVLC |
|---|---|---|
| #1 | -16.62% Dec 5, 2024 - Jun 30, 2025 | -19.64% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -7.74% Jul 16, 2024 - Sep 19, 2024 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -6.71% Feb 25, 2026 - Apr 14, 2026 | -8.00% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -5.26% Oct 16, 2023 - Nov 7, 2023 | -6.11% Oct 17, 2023 - Nov 10, 2023 |
| #5 | -4.79% Mar 28, 2024 - May 14, 2024 | -5.70% Mar 28, 2024 - May 15, 2024 |
| #6 | -3.64% Nov 11, 2025 - Nov 28, 2025 | -5.18% Oct 29, 2025 - Dec 3, 2025 |
| #7 | -2.77% Oct 8, 2025 - Oct 27, 2025 | -4.82% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -2.24% Jul 25, 2025 - Aug 8, 2025 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -2.16% Feb 2, 2026 - Feb 25, 2026 | -2.80% Dec 11, 2025 - Dec 24, 2025 |
| #10 | -2.13% Oct 18, 2024 - Nov 6, 2024 | -2.56% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -2.07% Dec 11, 2025 - Dec 23, 2025 | -2.44% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -2.03% Nov 11, 2024 - Nov 26, 2024 | -2.18% Dec 28, 2023 - Jan 19, 2024 |
| #13 | -1.96% Jan 12, 2026 - Jan 26, 2026 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -1.68% May 21, 2024 - Jun 5, 2024 | -2.09% Jan 12, 2026 - Jan 26, 2026 |
| #15 | -1.55% Oct 29, 2025 - Nov 11, 2025 | -2.00% Feb 2, 2026 - Feb 6, 2026 |
Correlation
Correlation between BALI and AVLC is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2023 - 2026)
BALI vs AVLC dividend yield comparison.
| Year | BALI | AVLC |
|---|---|---|
| 2026 | 2.82% | 0.18% |
| 2025 | 8.51% | 0.92% |
| 2024 | 7.13% | 1.09% |
| 2023 | 2.13% | 0.38% |
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