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AMUN vs YLD

abrdn Ultra Short Municipal Income Active ETF vs Principal Active High Yield ETF

AMUN

abrdn Ultra Short Municipal Income Active ETF

Annual cost

0.25%

Fund size

$54M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

Both AMUN and YLD are fixed income ETFs. AMUN charges 0.25% a year and YLD 0.39%. The main difference: AMUN covers North America; YLD covers global markets.

  • AMUN covers North America; YLD covers global markets.
  • AMUN costs 0.14% less per year.
  • YLD is much larger than AMUN. Larger funds are usually more liquid and less likely to close.
  • AMUN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMUNYLD
Annual cost (TER)0.25%0.39%
Fund size (AUM)$54M$545M
Since19862015
Dividend yield3.26%7.29%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+7.1%
CAGR 3YN/A+8.8%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.87
Volatility 1Y4.35%
Max drawdown-0.61%-28.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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