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CDX vs YLD

Simplify High Yield ETF vs Principal Active High Yield ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • CDX costs 0.14% less per year.
  • CDX covers north america markets; YLD covers global.
  • Over the last 3 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

CDXYLD
Annual cost (TER)0.25%0.39%
Fund size (AUM)$440M$524M
Since20222015
Dividend yield8.37%7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategymulti strategymulti strategy
CAGR 1Y-0.3%+8.3%
CAGR 3Y+7.8%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y0.420.90
Volatility 1Y5.69%4.32%
Max drawdown-13.24%-28.34%

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

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