BALI vs IVES
Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).
BALI vs IVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALI
$1.20B
IVES
$1.20B
Expense Ratio
Winner
BALI
0.35%
IVES
0.75%
Max Drawdown
Winner
BALI
18.92%
IVES
22.95%
Sharpe Ratio
Winner
BALI
1.80
IVES
1.34
5Y Beta
Winner
BALI
0.82
IVES
1.78
P/E Ratio
Winner
BALI
26.14
IVES
86.13
Forward P/E
BALI
20.08
Winner
IVES
11.16
PEG Ratio
BALI
0.46
IVES
N/A
5Y EPS CAGR
BALI
25.05%
IVES
N/A
Debt to Equity
Winner
BALI
-13.54%
IVES
76.88%
P/S Ratio
BALI
2.89
Winner
IVES
1.50
P/B Ratio
BALI
5.22
Winner
IVES
3.80
BALI vs IVES - Holdings Comparison
BALI and IVES have 4 common holdings. Overlap is 0.17%
BALI's top 25 holdings weight is 75.32%. IVES's top 25 holdings weight is 53.09%.
| Rank | BALI | IVES |
|---|---|---|
| #1 | CASH OFFSET (n/a) - 22.13% | ELASTIC NV (ESTC) - 4.43% |
| #2 | NVIDIA CORP (NVDA) - 7.42% | GDS HOLDINGS LTD ADR (GDS) - 4.08% |
| #3 | APPLE INC (AAPL) - 6.17% | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% |
| #4 | MICROSOFT CORP (MSFT) - 5.54% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% |
| #5 | AMAZON.COM INC (AMZN) - 3.57% | SUPER MICRO COMPUTER INC (SMCI) - 3.01% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.31% | DATADOG INC CLASS A (DDOG) - 2.91% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.67% | PURE STORAGE INC CLASS A (PSTG) - 2.86% |
| #8 | BROADCOM INC (AVGO) - 2.61% | NETAPP INC (NTAP) - 2.77% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.93% | CLOUDFLARE INC (NET) - 2.68% |
| #10 | EXXON MOBIL CORP (XOM) - 1.75% | NUTANIX INC CLASS A (NTNX) - 2.51% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.68% | MONGODB INC CLASS A (MDB) - 2.34% |
| #12 | CHEVRON CORP (CVX) - 1.63% | OKTA INC CLASS A (OKTA) - 2.21% |
| #13 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.59% | DROPBOX INC CLASS A (DBX) - 1.49% |
| #14 | TESLA INC (TSLA) - 1.48% | APPFOLIO INC CLASS A (APPF) - 1.47% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.35% | GITLAB INC CLASS A (GTLB) - 1.44% |
| #16 | MICRON TECHNOLOGY INC (MU) - 1.23% | SMARTSHEET INC CLASS A (SMAR) - 1.39% |
| #17 | TJX COMPANIES INC (TJX) - 1.14% | INFORMATICA INC (INFA) - 1.38% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.14% | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% |
| #20 | VISA INC CLASS A (V) - 1.03% | COMMVAULT SYSTEMS INC (CVLT) - 1.21% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 1.03% | CONFLUENT INC CLASS A (CFLT) - 1.17% |
| #22 | ELI LILLY AND CO (LLY) - 0.98% | VNET GROUP INC ADR (VNET) - 1.11% |
| #23 | JPMORGAN CHASE & CO (JPM) - 0.96% | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% |
| #24 | COCA-COLA CO (KO) - 0.93% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.92% | BOX INC CLASS A (BOX) - 0.82% |
| Total Holdings | 195 | 46 |
BALI vs IVES - Historical Returns
Returns include dividend reinvestment.
1M
BALI
+1.24%
Winner
IVES
+2.84%
3M
BALI
+9.62%
Winner
IVES
+22.94%
6M
BALI
+10.86%
Winner
IVES
+16.43%
1Y
BALI
+23.44%
Winner
IVES
+41.88%
Max(CAGR)
BALI
+21.37%
Winner
IVES
+45.15%
BALI vs IVES - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BALI | IVES |
|---|---|---|
| 2026 | +10.03% | +15.56% |
| 2025 | +14.52% | +25.06% |
| 2024 | +22.61% | N/A |
| 2023 | +9.51% | N/A |
BALI vs IVES Drawdown Comparison
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The current BALI drawdown is -1.49%. The current IVES drawdown is -11.38%.
| Rank | BALI | IVES |
|---|---|---|
| #1 | -16.62% Dec 5, 2024 - Jun 30, 2025 | -22.64% Oct 29, 2025 - May 6, 2026 |
| #2 | -7.74% Jul 16, 2024 - Sep 19, 2024 | -13.54% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -6.71% Feb 25, 2026 - Apr 14, 2026 | -4.63% Aug 13, 2025 - Aug 28, 2025 |
| #4 | -5.26% Oct 16, 2023 - Nov 7, 2023 | -4.26% Jul 28, 2025 - Aug 13, 2025 |
| #5 | -4.79% Mar 28, 2024 - May 14, 2024 | -4.20% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -3.64% Nov 11, 2025 - Nov 28, 2025 | -3.33% May 14, 2026 - May 21, 2026 |
| #7 | -3.49% Jun 2, 2026 - Jun 10, 2026 | -2.61% Jul 3, 2025 - Jul 17, 2025 |
| #8 | -2.77% Oct 8, 2025 - Oct 27, 2025 | -2.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -2.24% Jul 25, 2025 - Aug 8, 2025 | -1.81% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -2.16% Feb 2, 2026 - Feb 25, 2026 | -1.64% Jun 12, 2025 - Jun 16, 2025 |
| #11 | -2.13% Oct 18, 2024 - Nov 6, 2024 | -1.61% May 11, 2026 - May 14, 2026 |
| #12 | -2.07% Dec 11, 2025 - Dec 23, 2025 | -1.57% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -2.03% Nov 11, 2024 - Nov 26, 2024 | -1.41% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -1.96% Jan 12, 2026 - Jan 26, 2026 | -1.32% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -1.68% May 21, 2024 - Jun 5, 2024 | -1.04% Jul 18, 2025 - Jul 23, 2025 |
Correlation
Correlation between BALI and IVES is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
BALI vs IVES dividend yield comparison.
| Year | BALI | IVES |
|---|---|---|
| 2026 | 3.44% | 0.00% |
| 2025 | 8.51% | 0.41% |
| 2024 | 7.13% | 0.00% |
| 2023 | 2.13% | 0.00% |
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