# VYM Investors Should Check BALI

> VYM holders could gain 2.2% yearly returns with BlackRock's active income ETF.
- Title: VYM Investors Should Check BALI · 24/7 Wall St. | Shortify
- Summary: VYM holders could gain 2.2% yearly returns with BlackRock's active income ETF. Vanguard's VYM and BlackRock's BALI both target large U.S. income, but BALI…
- Keywords: vanguard, vym, blackrock, bali, etf, income, dividend, active management, tax, retirement, Investors, Check
- Source: 24/7 Wall St. — https://247wallst.com/investing/etf/2026/10/19/if-you-own-vym-this-actively-managed-premium-income-etf-deserves-a-look-first
- Author: Ryne Mauck
- Published: 2026-10-19T21:03:01+00:00
- Read time: 1 min
- Topics: vanguard, vym, blackrock, bali, etf, income, dividend, active management, tax, retirement
## VYM vs BALI Returns
Vanguard's VYM earned 17.7% total return over the past year while BlackRock's BALI returned 19.9%.
## Both Returns Assume Reinvested Distributions
The figures count every distribution as reinvested in the fund, not cash taken by investors.
## BALI Leads in Every Recent Window
BALI outperformed VYM in the past month, year-to-date, and full year with consistent gaps.
## BALI's Short Track Record
BALI started on September 28, 2023, with no five-year or ten-year comparison to VYM.
## Different Income Strategies
VYM uses a rules-based screen for dividend payers while BALI is actively managed by BlackRock.
## Tax Implications for Switching
Swapping VYM for BALI in a tax-advantaged account triggers no immediate tax, but taxable accounts face capital gains.
## Who Fits Which ETF
Long-horizon investors should stick with VYM; those seeking recent outperformance may try BALI.
## Key takeaway

Vanguard's VYM and BlackRock's BALI both target large U.S. income, but BALI outperformed VYM by 2.2 percentage points over the past year with a shorter track record.