Screener
BBLU vs YLD
Ea Bridgeway Blue Chip ETF vs Principal Active High Yield ETF
Key differences
BBLU is an equity ETF, while YLD is an alternative ETF. BBLU charges 0.15% a year and YLD 0.39%.
- BBLU is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
- BBLU follows a active selection strategy; YLD uses multi strategy.
- BBLU covers North America; YLD covers global markets.
- BBLU costs 0.24% less per year.
- Over the last three years, BBLU has delivered higher annualized returns.
- BBLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBLU | YLD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $436M | $545M |
| Since | 1997 | 2015 |
| Dividend yield | 1.13% | 7.29% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +26.7% | +6.9% |
| CAGR 3Y | +23.3% | +9.1% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 1.32 | 0.92 |
| Volatility 1Y | 11.42% | 4.35% |
| Max drawdown | -17.20% | -28.34% |
Similar to BBLU and YLD
Explore further