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BNDY vs YLD

Horizon Core Bond ETF vs Principal Active High Yield ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.27% less per year.
  • BNDY covers north america markets; YLD covers global.
  • BNDY follows a option income strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BNDYYLD
Annual cost (TER)0.66%0.39%
Fund size (AUM)$186M$524M
Since20252015
Dividend yield7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategyoption incomemulti strategy
CAGR 1YN/A+8.3%
CAGR 3YN/A+8.9%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.90
Volatility 1Y4.32%
Max drawdown-3.93%-28.34%

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

Similar to BNDY and YLD