Screener
DFSD vs YLD
Dimensional Short-Duration Fixed Income ETF vs Principal Active High Yield ETF
Key differences
- DFSD costs 0.23% less per year.
- DFSD is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
- DFSD is classified as fixed income, while YLD is alternative — different risk/return profiles.
- DFSD 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
| DFSD | YLD | |
|---|---|---|
| Annual cost (TER) | 0.16% | 0.39% |
| Fund size (AUM) | $6.6B | $524M |
| Since | 2021 | 2015 |
| Dividend yield | 3.97% | 7.31% |
| Asset class | fixed income | alternative |
| Region | global | global |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +4.6% | +8.3% |
| CAGR 3Y | +5.3% | +8.9% |
| CAGR 5Y | N/A | +5.0% |
| Sharpe 3Y | 0.78 | 0.90 |
| Volatility 1Y | 1.92% | 4.32% |
| Max drawdown | -8.45% | -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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