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BALQ vs YLD

iShares Nasdaq Premium Income Active ETF vs Principal Active High Yield ETF

BALQ

iShares Nasdaq Premium Income Active ETF

Annual cost

0.35%

Fund size

$14M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD is significantly larger than BALQ — larger funds tend to be more liquid and less likely to close.
  • BALQ is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • BALQ covers north america markets; YLD covers global.
  • BALQ follows a index tracking strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BALQYLD
Annual cost (TER)0.35%0.39%
Fund size (AUM)$14M$524M
Since20252015
Dividend yield7.31%
Asset classfixed incomealternative
Regionnorth americaglobal
Strategyindex trackingmulti strategy
CAGR 1YN/A+8.3%
CAGR 3YN/A+9.0%
CAGR 5YN/A+5.2%
Sharpe 3YN/A0.91
Volatility 1Y4.34%
Max drawdown-11.79%-28.34%

Similar to BALQ and YLD