iShares U.S. Large Cap Premium Income Active ETF

iShares U.S. Large Cap Premium Income Active ETF

About

iShares U.S. Large Cap Premium Income Active ETF (US09290C8635) is a US-listed equity ETF tracking the S&P 500 Index (USD). With a expense ratio of 0.35%, it is moderately priced, paying distributions. The fund holds 204 positions across 1 region with 1.2B in assets, with heavy concentration — 96% in United States, 35% in Technology.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 8.0 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 3.3
Liquidity (25%) 8.3 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker BALI
ISIN
Fund Size $1.2B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Sep 2023
Base Currency USD
Index S&P 500 Index (USD)
Asset Class Equities
Category US Equity

Costs

8.0
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.35%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +27.38%
3 Years
5 Years
10 Years
YTD +11.55%
Since Inception +22.42%

Holdings

This fund invests into 204 individual investments.
#1
NVIDIA Corp
7.19%
#2
Apple Inc
5.99%
#3
Microsoft Corp
4.86%
#4
Amazon.com Inc
3.30%
#5
BLK CSH FND TREASURY SL AGENCY
3.27%
#6
Alphabet Inc
3.16%
#7
Broadcom Inc
2.61%
#8
Alphabet Inc
2.60%
#9
Johnson & Johnson
1.88%
#10
Micron Technology Inc
1.78%
View all holdings (50)
# Holding Ticker Weight
1 NVIDIA Corp NVDA 719.29%
2 Apple Inc AAPL 598.98%
3 Microsoft Corp MSFT 485.64%
4 Amazon.com Inc AMZN 329.94%
5 BLK CSH FND TREASURY SL AGENCY XTSLA 327.35%
6 Alphabet Inc GOOGL 316.34%
7 Broadcom Inc AVGO 260.87%
8 Alphabet Inc GOOG 260.38%
9 Johnson & Johnson JNJ 187.80%
10 Micron Technology Inc MU 178.05%
11 Meta Platforms Inc META 160.41%
12 Exxon Mobil Corp XOM 156.85%
13 Chevron Corp CVX 148.98%
14 Costco Wholesale Corp COST 144.11%
15 Tesla Inc TSLA 143.05%
16 Lam Research Corp LRCX 137.78%
17 Applied Materials Inc AMAT 128.76%
18 Berkshire Hathaway Inc BRKB 123.82%
19 TJX Cos Inc/The TJX 118.95%
20 Advanced Micro Devices Inc AMD 116.15%
21 Procter & Gamble Co/The PG 110.49%
22 Host Hotels & Resorts Inc HST 104.11%
23 Visa Inc V 103.13%
24 JPMorgan Chase & Co JPM 102.41%
25 Eli Lilly & Co LLY 101.68%
26 Coca-Cola Co/The KO 90.75%
27 Caterpillar Inc CAT 90.20%
28 AbbVie Inc ABBV 87.87%
29 UnitedHealth Group Inc UNH 82.91%
30 Cisco Systems Inc CSCO 81.22%
31 RTX Corp RTX 79.03%
32 Lockheed Martin Corp LMT 79.01%
33 CME Group Inc CME 78.67%
34 Intel Corp INTC 74.38%
35 Charles Schwab Corp/The SCHW 71.78%
36 Bank of America Corp BAC 71.59%
37 Amphenol Corp APH 69.48%
38 Cardinal Health Inc CAH 69.48%
39 AMETEK Inc AME 69.38%
40 Travelers Cos Inc/The TRV 67.58%
41 Abbott Laboratories ABT 66.38%
42 Merck & Co Inc MRK 66.10%
43 Vulcan Materials Co VMC 63.48%
44 Texas Instruments Inc TXN 60.93%
45 McKesson Corp MCK 59.02%
46 PepsiCo Inc PEP 58.97%
47 Booking Holdings Inc BKNG 58.78%
48 O'Reilly Automotive Inc ORLY 58.04%
49 Palantir Technologies Inc PLTR 57.12%
50 Verizon Communications Inc VZ 56.29%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 3537.00%
Communication Services 1000.00%
Financials 988.00%
Consumer Discretionary 953.00%
Health Care 952.00%
Industrials 751.00%
Consumer Staples 587.00%
Energy 397.00%
Unknown 385.00%
Materials 159.00%
Utilities 150.00%
Real Estate 146.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9626.00%
UNKNOWN 374.00%
Feedback
ETFs
Basket
Compare