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DFCF vs YLD

Dimensional Core Fixed Income ETF vs Principal Active High Yield ETF

DFCF

Dimensional Core Fixed Income ETF

Dimensional Fund Advisors

Annual cost

0.17%

Fund size

$10.1B

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • DFCF costs 0.22% less per year.
  • DFCF is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • DFCF is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • DFCF follows a active selection strategy; YLD uses multi strategy.
  • 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

DFCFYLD
Annual cost (TER)0.17%0.39%
Fund size (AUM)$10.1B$524M
Since20212015
Dividend yield4.43%7.31%
Asset classfixed incomealternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1Y+6.6%+8.3%
CAGR 3Y+4.5%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y0.190.90
Volatility 1Y4.04%4.32%
Max drawdown-19.56%-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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