Screener
AGOX vs YLD
Adaptive Alpha Opportunities ETF vs Principal Active High Yield ETF
Key differences
AGOX is an alternative ETF, while YLD is a fixed income ETF. AGOX charges 1.33% a year and YLD 0.39%.
- AGOX is an alternative fund, while YLD is a fixed income fund. They carry different risk/return profiles.
- YLD costs 0.94% less per year.
- Over the last three years, AGOX has delivered higher annualized returns.
Side-by-side comparison
| AGOX | YLD | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.39% |
| Fund size (AUM) | $387M | $545M |
| Since | 2012 | 2015 |
| Dividend yield | 0.00% | 7.29% |
| Asset class | alternative | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.8% | +7.1% |
| CAGR 3Y | +17.5% | +8.8% |
| CAGR 5Y | +8.1% | +4.9% |
| Sharpe 3Y | 0.73 | 0.87 |
| Volatility 1Y | 18.45% | 4.35% |
| Max drawdown | -27.72% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.