Screener
BCFN vs YLD
Baron Financials ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.41% less per year.
- YLD is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
- BCFN is classified as equity, while YLD is alternative — different risk/return profiles.
- BCFN follows a index tracking strategy; YLD uses multi strategy.
Side-by-side comparison
| BCFN | YLD | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.39% |
| Fund size (AUM) | $48M | $524M |
| Since | 2019 | 2015 |
| Dividend yield | 0.00% | 7.31% |
| Asset class | equity | alternative |
| Region | — | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | N/A | +8.3% |
| CAGR 3Y | N/A | +8.9% |
| CAGR 5Y | N/A | +5.0% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | — | 4.32% |
| Max drawdown | -20.95% | -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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