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BRTR vs YLD

iShares Total Return Active ETF vs Principal Active High Yield ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

Both BRTR and YLD are fixed income ETFs. BRTR charges 0.38% a year and YLD 0.39%. The main difference: BRTR covers North America; YLD covers global markets.

  • BRTR covers North America; YLD covers global markets.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BRTRYLD
Annual cost (TER)0.38%0.39%
Fund size (AUM)$663M$545M
Since20232015
Dividend yield4.65%7.29%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+5.7%+7.1%
CAGR 3YN/A+8.8%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.87
Volatility 1Y3.63%4.35%
Max drawdown-5.07%-28.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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