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CGMS vs YLD

Capital Group U.S. Multi-Sector Income ETF vs Principal Active High Yield ETF

CGMS

Capital Group U.S. Multi-Sector Income ETF

Capital Group

Annual cost

0.39%

Fund size

$4.7B

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • CGMS is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • CGMS is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • CGMS covers north america markets; YLD covers global.
  • CGMS follows a index tracking strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMSYLD
Annual cost (TER)0.39%0.39%
Fund size (AUM)$4.7B$524M
Since20222015
Dividend yield5.93%7.31%
Asset classfixed incomealternative
Regionnorth americaglobal
Strategyindex trackingmulti strategy
CAGR 1Y+7.9%+8.3%
CAGR 3Y+8.0%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y0.920.90
Volatility 1Y3.49%4.32%
Max drawdown-4.08%-28.34%

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

Similar to CGMS and YLD