XAGG vs BALI
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and BlackRock Advantage Large Cap Income ETF (BALI, ETF).
XAGG vs BALI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$1.10B
Winner
BALI
$1.20B
Expense Ratio
XAGG
0.50%
Winner
BALI
0.35%
Max Drawdown
Winner
XAGG
3.39%
BALI
18.92%
Sharpe Ratio
XAGG
0.69
Winner
BALI
1.86
5Y Beta
Winner
XAGG
0.17
BALI
0.82
P/E Ratio
XAGG
N/A
BALI
26.66
Forward P/E
XAGG
N/A
BALI
20.30
PEG Ratio
XAGG
N/A
BALI
0.40
5Y EPS CAGR
XAGG
N/A
BALI
24.97%
Debt to Equity
XAGG
N/A
BALI
-12.74%
XAGG vs BALI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XAGG
+1.08%
BALI
+1.05%
3M
XAGG
+1.40%
Winner
BALI
+10.82%
6M
XAGG
+2.33%
Winner
BALI
+11.79%
1Y
XAGG
N/A
BALI
+25.36%
Max(CAGR)
XAGG
+6.23%
Winner
BALI
+21.39%
XAGG vs BALI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | BALI |
|---|---|---|
| 2026 | +1.86% | +10.42% |
| 2025 | +1.61% | +14.52% |
| 2024 | N/A | +22.61% |
| 2023 | N/A | +9.51% |
XAGG vs BALI Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current XAGG drawdown is -0.54%. The current BALI drawdown is -1.14%.
| Rank | XAGG | BALI |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Jun 16, 2026 | -16.62% Dec 5, 2024 - Jun 30, 2025 |
| #2 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -7.74% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -0.54% Jun 16, 2026 - Jun 18, 2026 | -6.71% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -5.26% Oct 16, 2023 - Nov 7, 2023 |
| #5 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -4.79% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -3.64% Nov 11, 2025 - Nov 28, 2025 |
| #7 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -3.49% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -2.77% Oct 8, 2025 - Oct 27, 2025 |
| #9 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -2.24% Jul 25, 2025 - Aug 8, 2025 |
| #10 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -2.16% Feb 2, 2026 - Feb 25, 2026 |
| #11 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -2.13% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -2.07% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -0.04% Feb 17, 2026 - Feb 24, 2026 | -2.03% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -0.02% Feb 24, 2026 - Feb 27, 2026 | -1.96% Jan 12, 2026 - Jan 26, 2026 |
| #15 | N/A | -1.68% May 21, 2024 - Jun 5, 2024 |
Correlation
Correlation between XAGG and BALI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2023 - 2026)
XAGG vs BALI dividend yield comparison.
| Year | XAGG | BALI |
|---|---|---|
| 2026 | 2.83% | 3.43% |
| 2025 | 1.02% | 8.51% |
| 2024 | 0.00% | 7.13% |
| 2023 | 0.00% | 2.13% |
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