BALI vs XAGG

Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).

BALI vs XAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BALI(ETF)	XAGG(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.35%	0.50%
Max Drawdown	18.92%	3.58%
Sharpe Ratio	1.77	0.68
5Y Beta	0.81	0.16
P/E Ratio	27.05	N/A
Forward P/E	19.79	N/A
PEG Ratio	-0.78	N/A
5Y EPS CAGR	25.27%	N/A
Debt to Equity	31.92%	N/A
P/S Ratio	2.93	N/A
P/B Ratio	5.09	N/A

Net Assets

BALI

$1.20B

Winner

XAGG

$1.30B

Expense Ratio

Winner

BALI

0.35%

XAGG

0.50%

Max Drawdown

BALI

18.92%

Winner

XAGG

3.58%

Sharpe Ratio

Winner

BALI

1.77

XAGG

0.68

5Y Beta

BALI

0.81

Winner

XAGG

0.16

P/E Ratio

BALI

27.05

XAGG

N/A

Forward P/E

BALI

19.79

XAGG

N/A

PEG Ratio

BALI

-0.78

XAGG

N/A

5Y EPS CAGR

BALI

25.27%

XAGG

N/A

Debt to Equity

BALI

31.92%

XAGG

N/A

P/S Ratio

BALI

2.93

XAGG

N/A

P/B Ratio

BALI

5.09

XAGG

N/A

BALI vs XAGG - Historical Returns

Returns include dividend reinvestment.

Period	BALI	XAGG
1 month	+4.31%	+0.32%
3 months	+6.63%	+0.98%
6 months	+13.60%	+0.97%
1 year	+24.55%	N/A
Max(CAGR)	+22.36%	+6.20%

Winner

BALI

+4.31%

XAGG

+0.32%

Winner

BALI

+6.63%

XAGG

+0.98%

Winner

BALI

+13.60%

XAGG

+0.97%

BALI

+24.55%

XAGG

N/A

Max(CAGR)

Winner

BALI

+22.36%

XAGG

+6.20%

BALI vs XAGG - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	BALI	XAGG
2026	+15.99%	+2.69%
2025	+14.52%	+1.61%
2024	+22.61%	N/A
2023	+9.51%	N/A

BALI vs XAGG Drawdown Comparison

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

The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.

Rank	BALI	XAGG
#1	-16.62% Dec 5, 2024 - Jun 30, 2025	-2.88% Feb 27, 2026 - Jun 16, 2026
#2	-7.74% Jul 16, 2024 - Sep 19, 2024	-1.02% Jul 6, 2026 - Aug 5, 2026
#3	-6.71% Feb 25, 2026 - Apr 14, 2026	-0.71% Dec 4, 2025 - Dec 22, 2025
#4	-5.26% Oct 16, 2023 - Nov 7, 2023	-0.60% Jun 16, 2026 - Jun 29, 2026
#5	-4.79% Mar 28, 2024 - May 14, 2024	-0.36% Nov 13, 2025 - Nov 21, 2025
#6	-3.64% Nov 11, 2025 - Nov 28, 2025	-0.31% Jan 14, 2026 - Jan 22, 2026
#7	-3.49% Jun 2, 2026 - Jul 10, 2026	-0.22% Nov 28, 2025 - Dec 3, 2025
#8	-2.77% Oct 8, 2025 - Oct 27, 2025	-0.22% Feb 10, 2026 - Feb 12, 2026
#9	-2.24% Jul 25, 2025 - Aug 8, 2025	-0.19% Jan 30, 2026 - Feb 6, 2026
#10	-2.16% Feb 2, 2026 - Feb 25, 2026	-0.18% Jun 29, 2026 - Jul 6, 2026
#11	-2.13% Oct 18, 2024 - Nov 6, 2024	-0.16% Aug 5, 2026 - Aug 7, 2026
#12	-2.07% Dec 11, 2025 - Dec 23, 2025	-0.16% Dec 24, 2025 - Jan 2, 2026
#13	-2.03% Nov 11, 2024 - Nov 26, 2024	-0.13% Jan 6, 2026 - Jan 9, 2026
#14	-1.96% Jan 12, 2026 - Jan 26, 2026	-0.08% Nov 10, 2025 - Nov 12, 2025
#15	-1.91% Jul 15, 2026 - Jul 31, 2026	-0.06% Jan 9, 2026 - Jan 14, 2026