BALI vs BITX
Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and 2X BITCOIN STRATEGY ETF (BITX, ETF).
BALI vs BITX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BALI vs BITX - Holdings Comparison
BALI and BITX have 0 common holdings. Overlap is 0.00%
BALI's top 25 holdings weight is 75.32%. BITX's top 25 holdings weight is 24.79%.
| Rank | BALI | BITX |
|---|---|---|
| #1 | CASH OFFSET (n/a) - 22.13% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 24.79% |
| #2 | NVIDIA CORP (NVDA) - 7.42% | N/A |
| #3 | APPLE INC (AAPL) - 6.17% | N/A |
| #4 | MICROSOFT CORP (MSFT) - 5.54% | N/A |
| #5 | AMAZON.COM INC (AMZN) - 3.57% | N/A |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.31% | N/A |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.67% | N/A |
| #8 | BROADCOM INC (AVGO) - 2.61% | N/A |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.93% | N/A |
| #10 | EXXON MOBIL CORP (XOM) - 1.75% | N/A |
| #11 | META PLATFORMS INC CLASS A (META) - 1.68% | N/A |
| #12 | CHEVRON CORP (CVX) - 1.63% | N/A |
| #13 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.59% | N/A |
| #14 | TESLA INC (TSLA) - 1.48% | N/A |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.35% | N/A |
| #16 | MICRON TECHNOLOGY INC (MU) - 1.23% | N/A |
| #17 | TJX COMPANIES INC (TJX) - 1.14% | N/A |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.14% | N/A |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | N/A |
| #20 | VISA INC CLASS A (V) - 1.03% | N/A |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 1.03% | N/A |
| #22 | ELI LILLY AND CO (LLY) - 0.98% | N/A |
| #23 | JPMORGAN CHASE & CO (JPM) - 0.96% | N/A |
| #24 | COCA-COLA CO (KO) - 0.93% | N/A |
| #25 | PROCTER & GAMBLE CO (PG) - 0.92% | N/A |
| Total Holdings | 195 | 1 |
BALI vs BITX - Historical Returns
Returns include dividend reinvestment.
BALI vs BITX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BALI | BITX |
|---|---|---|
| 2026 | +8.88% | -61.62% |
| 2025 | +14.52% | -43.53% |
| 2024 | +22.61% | +132.62% |
| 2023 | +9.51% | +47.23% |
BALI vs BITX Drawdown Comparison
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for BITX was -82.08%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current BALI drawdown is -2.52%. The current BITX drawdown is -82.08%.
| Rank | BALI | BITX |
|---|---|---|
| #1 | -16.62% Dec 5, 2024 - Jun 30, 2025 | -82.08% Aug 13, 2025 - Jun 5, 2026 |
| #2 | -7.74% Jul 16, 2024 - Sep 19, 2024 | -61.27% Mar 13, 2024 - Nov 12, 2024 |
| #3 | -6.71% Feb 25, 2026 - Apr 14, 2026 | -56.41% Dec 17, 2024 - Aug 13, 2025 |
| #4 | -5.26% Oct 16, 2023 - Nov 7, 2023 | -43.00% Jul 13, 2023 - Oct 24, 2023 |
| #5 | -4.79% Mar 28, 2024 - May 14, 2024 | -31.82% Jan 8, 2024 - Feb 12, 2024 |
| #6 | -3.64% Nov 11, 2025 - Nov 28, 2025 | -17.21% Mar 4, 2024 - Mar 8, 2024 |
| #7 | -2.77% Oct 8, 2025 - Oct 27, 2025 | -16.65% Dec 8, 2023 - Jan 8, 2024 |
| #8 | -2.52% Jun 2, 2026 - Jun 5, 2026 | -16.49% Nov 22, 2024 - Dec 6, 2024 |
| #9 | -2.24% Jul 25, 2025 - Aug 8, 2025 | -12.26% Nov 10, 2023 - Nov 15, 2023 |
| #10 | -2.16% Feb 2, 2026 - Feb 25, 2026 | -10.82% Dec 6, 2024 - Dec 16, 2024 |
| #11 | -2.13% Oct 18, 2024 - Nov 6, 2024 | -9.18% Nov 15, 2023 - Nov 24, 2023 |
| #12 | -2.07% Dec 11, 2025 - Dec 23, 2025 | -6.85% Oct 25, 2023 - Nov 2, 2023 |
| #13 | -2.03% Nov 11, 2024 - Nov 26, 2024 | -6.82% Nov 24, 2023 - Nov 28, 2023 |
| #14 | -1.96% Jan 12, 2026 - Jan 26, 2026 | -6.59% Jul 3, 2023 - Jul 13, 2023 |
| #15 | -1.68% May 21, 2024 - Jun 5, 2024 | -5.42% Nov 13, 2024 - Nov 15, 2024 |
Correlation
Correlation between BALI and BITX is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2023 - 2026)
BALI vs BITX dividend yield comparison.
| Year | BALI | BITX |
|---|---|---|
| 2026 | 3.48% | 0.93% |
| 2025 | 8.51% | 21.69% |
| 2024 | 7.13% | 10.70% |
| 2023 | 2.13% | 0.00% |
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