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BALIvsMAXJETF Comparison

ETF 1

BALI

iShares U.S. Large Cap Premium Income Active ETF

This fund is part of

Options Strategies

+0.18%

Full BALI fund page

VS

ETF 2

MAXJ

iShares Large Cap Max Buffer Jun ETF

This fund is part of

Options Strategies

+0.18%

Full MAXJ fund page

iShares U.S. Large Cap Premium Income Active ETF (BALI) and iShares Large Cap Max Buffer Jun ETF (MAXJ) belong to the same industry segment: Options Strategies. BALI's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, MAXJ's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. BALI is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.53% for MAXJ. BALI is up 12.8% year-to-date (YTD) with +$561M in YTD flows. MAXJ performs worse with 3.58% YTD performance, and -$6M in YTD flows. Run a side-by-side ETF comparison of BALI and MAXJ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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BALI vs MAXJ performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/31/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	BALI MAXJ	+1.62%+0.33%	+5.39%+1.40%	+12.80%+3.58%	+21.60%+6.92%	n/an/a	n/an/a
Flows	BALI MAXJ	+$62M+$22M	+$154M+$9M	+$561M-$6M	+$864M-$11M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	BALI MAXJ	+11.15%+1.61%	+10.83%+2.22%	n/an/a	n/an/a
Max drawdown	BALI MAXJ	-3.47%-0.58%	-6.63%-1.60%	n/an/a	n/an/a
Max drawdown duration	BALI MAXJ	37d16d	70d41d	n/an/a	n/an/a

Trading data

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	BALI	MAXJ
Last sale 8/3/2026 at 6:54 PM	$34.34	$29.31
Previous close 07/31/2026	$34.12	$29.22
Consolidated volume 07/31/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 8/3/2026 at 6:54 PM

Live

Closed

	BALI	MAXJ
Last price	$34.34	$29.31
1D performance	+0.64%	+0.30%
AuM	$1.32 B	$158.89 M
E/R	0.35%	0.53%

Characteristics

	BALI	MAXJ
Management strategy	Active	Active
Provider	iShares	iShares
Benchmark	-	-
N° of holdings	196	497
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	September 26, 2023	June 28, 2024
ESG	No	No

More BALI data on Trackinsight

More MAXJ data on Trackinsight

Exposure

Countries

BALI

USA

97.94%

Other

2.06%

MAXJ

USA

96.63%

Other

3.37%

Sectors

BALI

Technology

41.97%

Finance

11.41%

Healthcare

10.23%

Consumer Non-Cycl.

10.17%

Other

26.23%

MAXJ

Technology

43.85%

Finance

12.6%

Consumer Non-Cycl.

8.4%

Healthcare

8.31%

Industrials

7.61%

Other

19.22%

Diversification

BALI

Total weight of top 15 holdings out of 15

43.1%

MAXJ

Total weight of top 15 holdings out of 15

43.6%

Top 15 holdings

Data as of June 30, 2026

BALI

NVIDIA Corp.

6.81%

Apple, Inc.

5.80%

Microsoft Corp.

4.76%

Amazon.com, Inc.

3.21%

BlackRock Cash Funds - Treasury

3.07%

Alphabet, Inc.

3.06%

Alphabet, Inc.

2.49%

Broadcom Inc.

2.39%

Johnson & Johnson

2.08%

Micron Technology, Inc.

1.81%

Meta Platforms, Inc.

1.56%

Exxon Mobil Corp.

1.55%

Lam Research Corp.

1.53%

Applied Materials, Inc.

1.50%

Tesla, Inc.

1.50%

MAXJ

NVIDIA Corp.

7.19%

Apple, Inc.

6.31%

Microsoft Corp.

4.11%

Amazon.com, Inc.

3.46%

BlackRock Cash Funds - Treasury

3.27%

Alphabet, Inc.

3.11%

Broadcom Inc.

2.65%

Alphabet, Inc.

2.48%

Micron Technology, Inc.

1.93%

Meta Platforms, Inc.

1.84%

Tesla, Inc.

1.76%

Eli Lilly & Co.

1.41%

Advanced Micro Devices, Inc.

1.41%

Berkshire Hathaway, Inc.

1.36%

JPMorgan Chase & Co.

1.30%

Frequently asked questions about BALI and MAXJ

How have the BALI and MAXJ ETFs performed in 2026?

As of July 31, 2026, BALI is up 12.8% year-to-date (YTD), while MAXJ has returned 3.58%. That puts BALI better performer ahead so far this year.

Which ETF is attracting more investor money: BALI or MAXJ?

Year-to-date, the BALI ETF saw +$561M in flows, compared to -$6M for MAXJ.

Which ETF is more volatile: BALI or MAXJ?

Over the past year, BALI had a volatility of 10.83%, while MAXJ experienced 2.22%.

Which ETF is bigger: BALI or MAXJ?

As of July 31, 2026, BALI holds $1.32 B in assets under management (AUM), while MAXJ manages $158.89 M.

What sectors do the BALI and MAXJ ETFs invest in?

BALI leans toward sectors like Technology, Finance and Healthcare. Meanwhile, MAXJ focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the BALI ETF and MAXJ ETF?

BALI top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. MAXJ holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: BALI or MAXJ?

BALI holds 197 securities with 43.1% of its assets in the top 15. MAXJ has 504 securities and a top 15 weight of 43.6%.

ETF Wars: Attack of the JEPI Clones

October 11, 2023

BALI

BALIvsMAXJETF Comparison

iShares U.S. Large Cap Premium Income Active ETF

iShares Large Cap Max Buffer Jun ETF

BALI vs MAXJ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the BALI and MAXJ ETFs performed in 2026?

As of July 31, 2026, BALI is up 12.8% year-to-date (YTD), while MAXJ has returned 3.58%. That puts BALI better performer ahead so far this year.

Which ETF is attracting more investor money: BALI or MAXJ?

Year-to-date, the BALI ETF saw +$561M in flows, compared to -$6M for MAXJ.

Which ETF is more volatile: BALI or MAXJ?

Over the past year, BALI had a volatility of 10.83%, while MAXJ experienced 2.22%.

Which ETF is bigger: BALI or MAXJ?

As of July 31, 2026, BALI holds $1.32 B in assets under management (AUM), while MAXJ manages $158.89 M.

What sectors do the BALI and MAXJ ETFs invest in?

BALI leans toward sectors like Technology, Finance and Healthcare. Meanwhile, MAXJ focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the BALI ETF and MAXJ ETF?

BALI top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. MAXJ holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: BALI or MAXJ?

BALI holds 197 securities with 43.1% of its assets in the top 15. MAXJ has 504 securities and a top 15 weight of 43.6%.

ETF Wars: Attack of the JEPI Clones

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