Data as of .
BALI vs JUDO: which paid, and which earned it?
BALI and JUDO both write options for income.
What they hold in common
By the books each fund has filed, BALI and JUDO hold 10% of their money in the same securities at the same weight.
| Holding | BALI | JUDO |
|---|---|---|
| AMAZON.COM INC | 3.29% | 5.20% |
| BROADCOM INC | 2.25% | 3.92% |
| JPMORGAN CHASE & CO | 1.20% | 2.30% |
| VERIZON COMMUNICATIONS INC | 1.31% | 1.06% |
| CISCO SYSTEMS INC | 0.99% | 1.27% |
| ABBOTT LABORATORIES | 0.91% | 1.19% |
| INTERCONTINENTAL EXCHANGE INC | 0.32% | 0.77% |
| BOSTON SCIENTIFIC CORP | 0.23% | 0.52% |
| MOTOROLA SOLUTIONS INC | 0.19% | 0.90% |
| FREEPORT MCMORAN INC | 0.00% | 0.52% |
| JOHNSON & JOHNSON | 0.00% | 1.41% |
| Only in BALI | Only in JUDO |
|---|---|
| NVIDIA 7.36% | NVIDIA Corp. 8.32% |
| APPLE 6.15% | Alphabet, Inc. 7.49% |
| MICROSOFT 5.07% | Microsoft Corp. 6.00% |
| BLK CSH FND TREASURY SL AGENCY 2.91% | Apple, Inc. 4.88% |
| ALPHABET CLASS A 2.70% | Eli Lilly & Co. 2.30% |
| ALPHABET CLASS C 2.38% | Micron Technology, Inc. 1.90% |
| META PLATFORMS CLASS A 1.80% | Meta Platforms, Inc. 1.75% |
| EXXONMOBIL HOLDINGS CORP 1.74% | Mastercard, Inc. 1.64% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 18, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| BALI | JUDO | BALI | JUDO | BALI | JUDO | |
| 3 months | +4.0% | +1.8% | 2.0% | 1.5% | +1.8 pts | −0.5 pts |
| 6 months | +17.3% | not published | 4.7% | not published | −0.8 pts | not published |
| 1 year | +18.5% | not published | 8.5% | not published | +2.0 pts | not published |
| Since launch | +76.3% | +14.7% | 29.2% | 2.6% | −8.0 pts | −1.8 pts |
| BALI iShares U.S. Large Cap Premium Income Active ETF Covered call on SPY, paying monthly | JUDO Janus Henderson U.S. Equity Enhanced Income ETF Covered call on SPY, paying monthly | |
|---|---|---|
| Issuer | iShares | Janus Henderson |
| Strategy | covered call | covered call |
| Benchmark | S&P 500 (SPY) | S&P 500 (SPY) |
| Pays | monthly | monthly |
| Payout rate, annualized | 7.5% | 6.4% |
| Expense ratio | 0.35% | 0.55% |
| Cash paid, 1 year | 8.5% | 2.6% (since launch on Mar 25, 2026) |
| Price change, 1 year | +9.2% | +12.1% |
| Total return, 1 year | +18.5% | +14.7% (since launch on Mar 25, 2026) |
| Benchmark return, 1 year | +16.6% | +16.6% |
| Ahead or behind | +2.0 pts | −1.8 pts |
| Return of capital, latest estimate | not published | not published |
| Age | 1086 days | 177 days |
| Net assets | $1.5bn | $7m |
BALI in plain words
Over the year to Sep 18, 2026, BALI paid 8.5% of its starting value in cash distributions while its price rose 9.2%. With every distribution reinvested, the fund returned +18.5%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 2.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.5%, paid monthly.
JUDO in plain words
Over the period since launch on Mar 25, 2026 to Sep 18, 2026, JUDO paid 2.6% of its starting value in cash distributions while its price rose 12.1%. With every distribution reinvested, the fund returned +14.7%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 1.8 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 6.4%, paid monthly.
Questions people ask
- Which is cheaper, BALI or JUDO?
- BALI charges 0.35% a year and JUDO charges 0.55%, so BALI is cheaper. Fees come from each fund's prospectus.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, BALI against JUDO, data as of Sep 18, 2026. https://etfiq.com/compare/income/bali-vs-judo Free to use with attribution; the underlying files are at Open data.