BALQ vs RAAY
Comparison between iShares Nasdaq Premium Income Active ETF (BALQ, ETF) and RECKONER YIELD ENHANCED AAA CLO ANNUAL ETF (RAAY, ETF).
BALQ vs RAAY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALQ
$15M
Winner
RAAY
$15M
Expense Ratio
BALQ
0.35%
RAAY
0.35%
Max Drawdown
BALQ
13.17%
Winner
RAAY
0.62%
Sharpe Ratio
Winner
BALQ
1.60
RAAY
0.88
5Y Beta
BALQ
1.39
Winner
RAAY
0.01
P/E Ratio
BALQ
38.08
RAAY
N/A
Forward P/E
BALQ
23.40
RAAY
N/A
5Y EPS CAGR
BALQ
30.64%
RAAY
N/A
Debt to Equity
BALQ
22.08%
RAAY
N/A
P/S Ratio
BALQ
5.08
RAAY
N/A
P/B Ratio
BALQ
8.54
RAAY
N/A
BALQ vs RAAY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BALQ
+2.51%
RAAY
+0.28%
3M
Winner
BALQ
+21.49%
RAAY
+1.81%
6M
BALQ
+20.49%
RAAY
N/A
Max(CAGR)
Winner
BALQ
+39.25%
RAAY
+5.16%
BALQ vs RAAY - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BALQ | RAAY |
|---|---|---|
| 2026 | +19.51% | +1.68% |
| 2025 | -0.49% | N/A |
BALQ vs RAAY Drawdown Comparison
The maximum drawdown for BALQ was -11.80%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The maximum drawdown for RAAY was -0.62%, occurring on Mar 9, 2026. Recovery took 23 trading sessions.
The current BALQ drawdown is -2.93%. The current RAAY drawdown is -0.04%.
| Rank | BALQ | RAAY |
|---|---|---|
| #1 | -11.80% Jan 28, 2026 - Apr 14, 2026 | -0.62% Mar 2, 2026 - Apr 2, 2026 |
| #2 | -6.54% Jun 2, 2026 - Jun 10, 2026 | -0.23% May 29, 2026 - Jun 3, 2026 |
| #3 | -4.49% Dec 10, 2025 - Jan 6, 2026 | -0.13% Feb 23, 2026 - Mar 2, 2026 |
| #4 | -2.89% Jan 12, 2026 - Jan 26, 2026 | -0.12% Feb 17, 2026 - Feb 23, 2026 |
| #5 | -2.69% May 14, 2026 - May 26, 2026 | -0.02% Apr 20, 2026 - Apr 24, 2026 |
| #6 | -0.97% Apr 17, 2026 - Apr 22, 2026 | -0.01% May 18, 2026 - May 22, 2026 |
| #7 | -0.95% Apr 27, 2026 - Apr 30, 2026 | -0.00% Apr 27, 2026 - Apr 29, 2026 |
| #8 | -0.77% Apr 22, 2026 - Apr 24, 2026 | -0.00% May 6, 2026 - May 8, 2026 |
| #9 | -0.70% May 11, 2026 - May 13, 2026 | N/A |
| #10 | -0.64% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #11 | -0.37% May 6, 2026 - May 8, 2026 | N/A |
| #12 | -0.14% Dec 5, 2025 - Dec 9, 2025 | N/A |
| #13 | -0.14% May 1, 2026 - May 5, 2026 | N/A |
| #14 | -0.13% Dec 3, 2025 - Dec 5, 2025 | N/A |
Correlation
Correlation between BALQ and RAAY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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