BALI vs DFIP

Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP, ETF).

BALI vs DFIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BALI(ETF)	DFIP(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.35%	0.11%
Max Drawdown	18.92%	21.81%
Sharpe Ratio	2.13	0.43
5Y Beta	0.81	0.02
P/E Ratio	24.93	N/A
Forward P/E	20.23	N/A
5Y EPS CAGR	26.01%	N/A
Debt to Equity	-4.70%	N/A
P/S Ratio	2.91	N/A
P/B Ratio	5.11	N/A

Net Assets

BALI

$1.10B

DFIP

$1.10B

Expense Ratio

BALI

0.35%

Winner

DFIP

0.11%

Max Drawdown

Winner

BALI

18.92%

DFIP

21.81%

Sharpe Ratio

Winner

BALI

2.13

DFIP

0.43

5Y Beta

BALI

0.81

Winner

DFIP

0.02

P/E Ratio

BALI

24.93

DFIP

N/A

Forward P/E

BALI

20.23

DFIP

N/A

5Y EPS CAGR

BALI

26.01%

DFIP

N/A

Debt to Equity

BALI

-4.70%

DFIP

N/A

P/S Ratio

BALI

2.91

DFIP

N/A

P/B Ratio

BALI

5.11

DFIP

N/A

BALI vs DFIP - Historical Returns

Returns include dividend reinvestment.

Period	BALI	DFIP
1 month	+4.77%	-0.51%
3 months	+8.80%	-0.45%
6 months	+14.44%	+0.45%
1 year	+27.71%	+4.87%
5 years(CAGR)	N/A	+0.13%
Max(CAGR)	+22.06%	+0.13%

Winner

BALI

+4.77%

DFIP

-0.51%

Winner

BALI

+8.80%

DFIP

-0.45%

Winner

BALI

+14.44%

DFIP

+0.45%

Winner

BALI

+27.71%

DFIP

+4.87%

5Y(CAGR)

BALI

N/A

DFIP

+0.13%

Max(CAGR)

Winner

BALI

+22.06%

DFIP

+0.13%

BALI vs DFIP - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BALI	DFIP
2026	+10.44%	+0.96%
2025	+14.52%	+7.47%
2024	+22.61%	+1.74%
2023	+9.51%	+3.83%
2022	N/A	-11.95%
2021	N/A	-0.05%

BALI vs DFIP Drawdown Comparison

The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.

The maximum drawdown for DFIP was -14.96%, occurring on Nov 3, 2022. Recovery took 909 trading sessions.

The current DFIP drawdown is -1.01%.

Rank	BALI	DFIP
#1	-16.62% Dec 5, 2024 - Jun 30, 2025	-14.96% Mar 8, 2022 - Oct 21, 2025
#2	-7.74% Jul 16, 2024 - Sep 19, 2024	-4.89% Nov 17, 2021 - Mar 7, 2022
#3	-6.71% Feb 25, 2026 - Apr 14, 2026	-2.06% Feb 27, 2026 - May 1, 2026
#4	-5.26% Oct 16, 2023 - Nov 7, 2023	-1.36% Oct 22, 2025 - Feb 12, 2026
#5	-4.79% Mar 28, 2024 - May 14, 2024	-1.19% May 8, 2026 - May 19, 2026
#6	-3.64% Nov 11, 2025 - Nov 28, 2025	-0.32% May 1, 2026 - May 8, 2026
#7	-2.77% Oct 8, 2025 - Oct 27, 2025	-0.23% Feb 13, 2026 - Feb 25, 2026
#8	-2.24% Jul 25, 2025 - Aug 8, 2025	N/A
#9	-2.16% Feb 2, 2026 - Feb 25, 2026	N/A
#10	-2.13% Oct 18, 2024 - Nov 6, 2024	N/A
#11	-2.07% Dec 11, 2025 - Dec 23, 2025	N/A
#12	-2.03% Nov 11, 2024 - Nov 26, 2024	N/A
#13	-1.96% Jan 12, 2026 - Jan 26, 2026	N/A
#14	-1.68% May 21, 2024 - Jun 5, 2024	N/A
#15	-1.55% Oct 29, 2025 - Nov 11, 2025	N/A