Screener
BTR vs YLD
Beacon Tactical Risk ETF vs Principal Active High Yield ETF
Key differences
BTR is a mixed asset ETF, while YLD is a fixed income ETF. BTR charges 1.08% a year and YLD 0.39%.
- BTR is a mixed asset fund, while YLD is a fixed income fund. They carry different risk/return profiles.
- YLD costs 0.69% less per year.
- YLD is much larger than BTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YLD has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BTR | YLD | |
|---|---|---|
| Annual cost (TER) | 1.08% | 0.39% |
| Fund size (AUM) | $35M | $545M |
| Since | 2023 | 2015 |
| Dividend yield | 1.19% | 7.29% |
| Asset class | mixed asset | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.8% | +7.3% |
| CAGR 3Y | +4.5% | +9.0% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 0.14 | 0.91 |
| Volatility 1Y | 9.95% | 4.36% |
| Max drawdown | -16.67% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.