BALI vs BTCI
Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and NEOS BITCOIN HIGH INCOME ETF (BTCI, ETF).
BALI vs BTCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BALI vs BTCI - Holdings Comparison
BALI and BTCI have 0 common holdings. Overlap is 0.00%
BALI's top 25 holdings weight is 75.32%. BTCI's top 25 holdings weight is 20.83%.
| Rank | BALI | BTCI |
|---|---|---|
| #1 | CASH OFFSET (n/a) - 22.13% | ISHARES BITCOIN TRUST ETF (IBIT) - 12.22% |
| #2 | NVIDIA CORP (NVDA) - 7.42% | VANECK BITCOIN ETF (HODL) - 7.16% |
| #3 | APPLE INC (AAPL) - 6.17% | NORTHERN US GOVERNMENT SELECT MMKT (NOSXX) - 0.82% |
| #4 | MICROSOFT CORP (MSFT) - 5.54% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.63% |
| #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 | 4 |
BALI vs BTCI - Historical Returns
Returns include dividend reinvestment.
BALI vs BTCI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BALI | BTCI |
|---|---|---|
| 2026 | +10.03% | -26.00% |
| 2025 | +14.52% | -4.60% |
| 2024 | +22.61% | +28.09% |
| 2023 | +9.51% | N/A |
BALI vs BTCI Drawdown Comparison
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for BTCI was -47.13%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current BALI drawdown is -1.49%. The current BTCI drawdown is -44.18%.
| Rank | BALI | BTCI |
|---|---|---|
| #1 | -16.62% Dec 5, 2024 - Jun 30, 2025 | -47.13% Oct 6, 2025 - Jun 5, 2026 |
| #2 | -7.74% Jul 16, 2024 - Sep 19, 2024 | -24.23% Jan 30, 2025 - May 13, 2025 |
| #3 | -6.71% Feb 25, 2026 - Apr 14, 2026 | -10.95% Dec 17, 2024 - Jan 21, 2025 |
| #4 | -5.26% Oct 16, 2023 - Nov 7, 2023 | -10.73% Aug 13, 2025 - Oct 6, 2025 |
| #5 | -4.79% Mar 28, 2024 - May 14, 2024 | -7.87% Oct 29, 2024 - Nov 6, 2024 |
| #6 | -3.64% Nov 11, 2025 - Nov 28, 2025 | -5.43% May 22, 2025 - Jun 9, 2025 |
| #7 | -3.49% Jun 2, 2026 - Jun 10, 2026 | -4.82% Dec 6, 2024 - Dec 13, 2024 |
| #8 | -2.77% Oct 8, 2025 - Oct 27, 2025 | -4.79% Nov 22, 2024 - Dec 4, 2024 |
| #9 | -2.24% Jul 25, 2025 - Aug 8, 2025 | -4.70% Jun 10, 2025 - Jul 2, 2025 |
| #10 | -2.16% Feb 2, 2026 - Feb 25, 2026 | -3.77% Jul 24, 2025 - Aug 11, 2025 |
| #11 | -2.13% Oct 18, 2024 - Nov 6, 2024 | -2.54% Oct 18, 2024 - Oct 28, 2024 |
| #12 | -2.07% Dec 11, 2025 - Dec 23, 2025 | -2.52% Jan 24, 2025 - Jan 30, 2025 |
| #13 | -2.03% Nov 11, 2024 - Nov 26, 2024 | -2.00% Jul 14, 2025 - Jul 24, 2025 |
| #14 | -1.96% Jan 12, 2026 - Jan 26, 2026 | -1.75% Nov 13, 2024 - Nov 15, 2024 |
| #15 | -1.68% May 21, 2024 - Jun 5, 2024 | -1.74% Jan 21, 2025 - Jan 24, 2025 |
Correlation
Correlation between BALI and BTCI is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2023 - 2026)
BALI vs BTCI dividend yield comparison.
| Year | BALI | BTCI |
|---|---|---|
| 2026 | 3.44% | 14.07% |
| 2025 | 8.51% | 36.46% |
| 2024 | 7.13% | 6.76% |
| 2023 | 2.13% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks