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APUE vs YLD

ActivePassive U.S. Equity ETF vs Principal Active High Yield ETF

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • APUE costs 0.08% less per year.
  • APUE is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • APUE is classified as equity, while YLD is alternative — different risk/return profiles.
  • APUE covers north america markets; YLD covers global.
  • APUE follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, APUE has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

APUEYLD
Annual cost (TER)0.31%0.39%
Fund size (AUM)$2.4B$524M
Since20232015
Dividend yield0.79%7.31%
Asset classequityalternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+30.2%+8.3%
CAGR 3Y+22.9%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y1.240.90
Volatility 1Y12.36%4.32%
Max drawdown-18.83%-28.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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