TBUX vs BALI

Comparison between T. ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX, ETF) and BlackRock Advantage Large Cap Income ETF (BALI, ETF).

TBUX vs BALI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBUX(ETF)	BALI(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.17%	0.35%
Max Drawdown	3.42%	18.92%
Sharpe Ratio	1.51	1.80
5Y Beta	-0.00	0.82
P/E Ratio	N/A	26.14
Forward P/E	N/A	20.08
PEG Ratio	N/A	0.46
5Y EPS CAGR	N/A	25.05%
Debt to Equity	N/A	-13.54%
P/S Ratio	N/A	2.89
P/B Ratio	N/A	5.22

Net Assets

TBUX

$1.10B

Winner

BALI

$1.20B

Expense Ratio

Winner

TBUX

0.17%

BALI

0.35%

Max Drawdown

Winner

TBUX

3.42%

BALI

18.92%

Sharpe Ratio

TBUX

1.51

Winner

BALI

1.80

5Y Beta

Winner

TBUX

-0.00

BALI

0.82

P/E Ratio

TBUX

N/A

BALI

26.14

Forward P/E

TBUX

N/A

BALI

20.08

PEG Ratio

TBUX

N/A

BALI

0.46

5Y EPS CAGR

TBUX

N/A

BALI

25.05%

Debt to Equity

TBUX

N/A

BALI

-13.54%

P/S Ratio

TBUX

N/A

BALI

2.89

P/B Ratio

TBUX

N/A

BALI

5.22

TBUX vs BALI - Historical Returns

Returns include dividend reinvestment.

Period	TBUX	BALI
1 month	+0.43%	+2.13%
3 months	+1.14%	+10.53%
6 months	+2.12%	+12.46%
1 year	+4.81%	+25.61%
5 years(CAGR)	+4.14%	N/A
Max(CAGR)	+4.14%	+21.89%

TBUX

+0.43%

Winner

BALI

+2.13%

TBUX

+1.14%

Winner

BALI

+10.53%

TBUX

+2.12%

Winner

BALI

+12.46%

TBUX

+4.81%

Winner

BALI

+25.61%

5Y(CAGR)

TBUX

+4.14%

BALI

N/A

Max(CAGR)

TBUX

+4.14%

Winner

BALI

+21.89%

TBUX vs BALI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	TBUX	BALI
2026	+1.88%	+11.47%
2025	+5.38%	+14.52%
2024	+6.42%	+22.61%
2023	+6.37%	+9.51%
2022	-0.09%	N/A
2021	-0.22%	N/A

TBUX vs BALI Drawdown Comparison

The maximum drawdown for TBUX was -1.79%, occurring on Jun 28, 2022. Recovery took 324 trading sessions.

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

The current BALI drawdown is -0.21%.

Rank	TBUX	BALI
#1	-1.79% Sep 29, 2021 - Jan 12, 2023	-16.62% Dec 5, 2024 - Jun 30, 2025
#2	-0.48% Mar 13, 2023 - Apr 3, 2023	-7.74% Jul 16, 2024 - Sep 19, 2024
#3	-0.33% Apr 3, 2025 - Apr 21, 2025	-6.71% Feb 25, 2026 - Apr 14, 2026
#4	-0.28% Sep 3, 2024 - Sep 13, 2024	-5.26% Oct 16, 2023 - Nov 7, 2023
#5	-0.24% Apr 9, 2024 - Apr 23, 2024	-4.79% Mar 28, 2024 - May 14, 2024
#6	-0.22% Nov 13, 2024 - Nov 22, 2024	-3.64% Nov 11, 2025 - Nov 28, 2025
#7	-0.22% Oct 3, 2024 - Oct 24, 2024	-3.49% Jun 2, 2026 - Jun 10, 2026
#8	-0.20% Nov 25, 2024 - Nov 27, 2024	-2.77% Oct 8, 2025 - Oct 27, 2025
#9	-0.19% Jun 21, 2024 - Jul 5, 2024	-2.24% Jul 25, 2025 - Aug 8, 2025
#10	-0.19% Aug 2, 2024 - Aug 13, 2024	-2.16% Feb 2, 2026 - Feb 25, 2026
#11	-0.18% May 16, 2024 - May 24, 2024	-2.13% Oct 18, 2024 - Nov 6, 2024
#12	-0.18% Nov 27, 2024 - Dec 6, 2024	-2.07% Dec 11, 2025 - Dec 23, 2025
#13	-0.18% Nov 7, 2024 - Nov 13, 2024	-2.03% Nov 11, 2024 - Nov 26, 2024
#14	-0.18% May 23, 2025 - Jun 3, 2025	-1.96% Jan 12, 2026 - Jan 26, 2026
#15	-0.17% May 7, 2025 - May 13, 2025	-1.68% May 21, 2024 - Jun 5, 2024