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BCHP vs YLD

Principal Focused Blue Chip ETF vs Principal Active High Yield ETF

BCHP

Principal Focused Blue Chip ETF

Annual cost

0.58%

Fund size

$230M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

BCHP is an equity ETF, while YLD is an alternative ETF. BCHP charges 0.58% a year and YLD 0.39%.

  • BCHP is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
  • BCHP follows a active selection strategy; YLD uses multi strategy.
  • BCHP covers North America; YLD covers global markets.
  • YLD costs 0.19% less per year.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCHPYLD
Annual cost (TER)0.58%0.39%
Fund size (AUM)$230M$545M
Since20232015
Dividend yield0.00%7.29%
Asset classequityalternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+3.9%+6.9%
CAGR 3YN/A+9.1%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.92
Volatility 1Y16.15%4.35%
Max drawdown-18.56%-28.34%

Similar to BCHP and YLD