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CANQ vs YLD

Calamos Nasdaq Equity & Income ETF vs Principal Active High Yield ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

Both CANQ and YLD are fixed income ETFs. CANQ charges 0.94% a year and YLD 0.39%. The main difference: CANQ follows a option income strategy; YLD uses active selection.

  • CANQ follows a option income strategy; YLD uses active selection.
  • CANQ covers North America; YLD covers global markets.
  • YLD costs 0.55% less per year.
  • YLD is much larger than CANQ. Larger funds are usually more liquid and less likely to close.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CANQYLD
Annual cost (TER)0.94%0.39%
Fund size (AUM)$25M$545M
Since20242015
Dividend yield4.32%7.29%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+12.3%+7.1%
CAGR 3YN/A+8.8%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.87
Volatility 1Y11.15%4.35%
Max drawdown-12.79%-28.34%

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

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