BALQ vs YQQQ
Comparison between iShares Nasdaq Premium Income Active ETF (BALQ, ETF) and YIELDMAX(R) SHORT N100 OPTION INCOME STRATEGY ETF (YQQQ, ETF).
BALQ vs YQQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BALQ vs YQQQ - Holdings Comparison
BALQ and YQQQ have 0 common holdings. Overlap is 0.00%
BALQ's top 25 holdings weight is 86.22%. YQQQ's top 25 holdings weight is 25.17%.
| Rank | BALQ | YQQQ |
|---|---|---|
| #1 | CASH OFFSET (n/a) - 9.50% | INVESCO QQQ TRUST (QQQ) - 14.51% |
| #2 | NVIDIA CORP (NVDA) - 8.10% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 10.66% |
| #3 | APPLE INC (AAPL) - 7.91% | N/A |
| #4 | MICROSOFT CORP (MSFT) - 6.15% | N/A |
| #5 | AMAZON.COM INC (AMZN) - 5.11% | N/A |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.93% | N/A |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 3.99% | N/A |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.95% | N/A |
| #9 | BROADCOM INC (AVGO) - 3.33% | N/A |
| #10 | TESLA INC (TSLA) - 3.31% | N/A |
| #11 | ALPHABET INC CLASS C (GOOG) - 3.28% | N/A |
| #12 | APPLIED MATERIALS INC (AMAT) - 3.24% | N/A |
| #13 | META PLATFORMS INC CLASS A (META) - 3.22% | N/A |
| #14 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.66% | N/A |
| #15 | LAM RESEARCH CORP (LRCX) - 2.63% | N/A |
| #16 | INTEL CORP (INTC) - 2.61% | N/A |
| #17 | COSTCO WHOLESALE CORP (COST) - 2.58% | N/A |
| #18 | CISCO SYSTEMS INC (CSCO) - 2.15% | N/A |
| #19 | WALMART INC (WMT) - 2.06% | N/A |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.14% | N/A |
| #21 | MARVELL TECHNOLOGY INC (MRVL) - 0.97% | N/A |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.94% | N/A |
| #23 | REPUBLIC SERVICES INC (RSG) - 0.86% | N/A |
| #24 | DYNATRACE INC ORDINARY SHARES (DT) - 0.81% | N/A |
| #25 | ABBOTT LABORATORIES (ABT) - 0.79% | N/A |
| Total Holdings | 118 | 2 |
BALQ vs YQQQ - Historical Returns
Returns include dividend reinvestment.
BALQ vs YQQQ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BALQ | YQQQ |
|---|---|---|
| 2026 | +18.89% | -5.66% |
| 2025 | -0.49% | -10.23% |
| 2024 | N/A | -4.06% |
BALQ vs YQQQ Drawdown Comparison
The maximum drawdown for BALQ was -11.80%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The maximum drawdown for YQQQ was -29.19%, occurring on Jun 15, 2026. This drawdown has not yet recovered.
The current BALQ drawdown is -3.44%. The current YQQQ drawdown is -25.21%.
| Rank | BALQ | YQQQ |
|---|---|---|
| #1 | -11.80% Jan 28, 2026 - Apr 14, 2026 | -29.19% Apr 8, 2025 - Jun 15, 2026 |
| #2 | -6.54% Jun 2, 2026 - Jun 10, 2026 | -11.12% Sep 6, 2024 - Mar 13, 2025 |
| #3 | -4.49% Dec 10, 2025 - Jan 6, 2026 | -3.27% Mar 18, 2025 - Apr 3, 2025 |
| #4 | -2.89% Jan 12, 2026 - Jan 26, 2026 | -1.92% Mar 13, 2025 - Mar 18, 2025 |
| #5 | -2.69% May 14, 2026 - May 26, 2026 | -1.53% Aug 15, 2024 - Aug 22, 2024 |
| #6 | -0.97% Apr 17, 2026 - Apr 22, 2026 | -1.00% Aug 29, 2024 - Sep 3, 2024 |
| #7 | -0.95% Apr 27, 2026 - Apr 30, 2026 | -0.68% Aug 22, 2024 - Aug 26, 2024 |
| #8 | -0.77% Apr 22, 2026 - Apr 24, 2026 | -0.30% Aug 26, 2024 - Aug 28, 2024 |
| #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 YQQQ is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
Dividend Comparison (2024 - 2026)
BALQ vs YQQQ dividend yield comparison.
| Year | BALQ | YQQQ |
|---|---|---|
| 2026 | 5.20% | 15.96% |
| 2025 | 0.95% | 31.71% |
| 2024 | 0.00% | 7.88% |
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