IVVW vs BALI: Income Fund Comparison
iShares S&P 500 BuyWrite ETF - US (IVVW) and iShares U.S. Large Cap Premium Income Active ETF - US (BALI) are both income-focused funds. Below is our independent side-by-side review using the Dependable Income Investing 13-factor scoring system — designed specifically for income investors seeking reliable, sustainable distributions.
Also see: IVVW individual review · BALI individual review
| IVVW | BALI | |
|---|---|---|
| Fund Name | iShares S&P 500 BuyWrite ETF - US | iShares U.S. Large Cap Premium Income Active ETF - US |
| Fund Type | Index Based Fund | Diversified Fund |
| Exchange | NYSE/NASDAQ | NYSE/NASDAQ |
| Last Reviewed | 2025-06-04 | 2026-03-06 |
🔒 Full scores available — with Premium subscription
Compare Performance — Free →Fund Attributes: IVVW vs BALI 20% of overall score
Fund Attributes cover the foundational characteristics of each fund: cost, company backing, track record, and size. These factors reflect stability and cost-efficiency for long-term income investors.
MER is 0.25%. This is very low for a covered call fund.
Net expense ratio is 0.35%.
iShares Blackrock has more than 3.3 Trillion under management.
BlackRock reported $14 trillion in AUM for full year 2025 - world's largest asset manager.
Fund inception date was March 14 2024.
Fund inception date was September 26 2023 - approximately 2 years and 5 months old as of review date.
40 Million net assets invested in this fund.
Fund net assets are approximately $843 million per iShares product page.
Risk: IVVW vs BALI 35% of overall score
Risk factors evaluate how each fund manages volatility, diversification, and the nature of its underlying assets — critical considerations for income investors who prioritise capital preservation.
See the full Risk analysis for both IVVW and BALI — volatility ratings, diversification scores, and analyst notes.
View Plans →Return: IVVW vs BALI 45% of overall score
Return factors assess income generation quality: current yield, distribution consistency, price history, and payment frequency. This is the most heavily weighted category for income investors.
See the full Return analysis for both IVVW and BALI — yield ratings, distribution consistency scores, and capital history.
View Plans →Our Review Methodology
Every fund reviewed on Dependable Income Investing is scored using our 13-factor Fund Report Card, organised into three weighted categories: Fund Attributes (20%), Risk (35%), and Return (45%). Each criterion is rated 1–5 by our analysts based on publicly available fund data.
We also calculate a Dependability Score — a weighted composite of six income-specific factors ranked by importance for retirement income investors: Yield Stability, Yield, Volatility, Capital History, Fund Risk, and Underlying Assets. This score answers the question income investors care about most: can I depend on this fund to pay me reliably?
Full scores, ratings, and analyst notes for both IVVW and BALI are available in the Dependable Income Investing app.
Frequently Asked Questions: IVVW vs BALI
Which has a lower expense ratio, IVVW or BALI?
IVVW: MER is 0.25%. This is very low for a covered call fund.
BALI: Net expense ratio is 0.35%.
Which fund has more assets under management, IVVW or BALI?
IVVW: 40 Million net assets invested in this fund.
BALI: Fund net assets are approximately $843 million per iShares product page.
Which fund has been trading longer, IVVW or BALI?
IVVW: Fund inception date was March 14 2024.
BALI: Fund inception date was September 26 2023 - approximately 2 years and 5 months old as of review date.
Who manages IVVW vs BALI?
IVVW: iShares Blackrock has more than 3.3 Trillion under management.
BALI: BlackRock reported $14 trillion in AUM for full year 2025 - world's largest asset manager.
Where can I see the full IVVW vs BALI comparison with scores?
The complete side-by-side comparison — including all Risk and Return scores, analyst notes, Overall Score, and Dependability Score for both funds — is available in the Dependable Income Investing app.
See the Full IVVW vs BALI Comparison
The Dependable Income Investing app gives you the complete picture: all 13 scoring factors for both funds, Risk and Return analyst notes, Dependability Scores, and tools to compare any income fund side by side.
Open Free Comparison Tool →Free. No credit card required.