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BAFE vs YLD

Brown Advisory Flexible Equity ETF vs Principal Active High Yield ETF

BAFE

Brown Advisory Flexible Equity ETF

Brown Advisory

Annual cost

0.54%

Fund size

$1.6B

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.15% less per year.
  • BAFE is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • BAFE is classified as equity, while YLD is alternative — different risk/return profiles.
  • BAFE follows a active selection strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BAFEYLD
Annual cost (TER)0.54%0.39%
Fund size (AUM)$1.6B$524M
Since20242015
Dividend yield0.29%7.31%
Asset classequityalternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1Y+16.6%+8.3%
CAGR 3YN/A+9.0%
CAGR 5YN/A+5.2%
Sharpe 3YN/A0.91
Volatility 1Y13.12%4.34%
Max drawdown-18.37%-28.34%

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

Similar to BAFE and YLD