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DINE vs YLD

Simplify Tax Aware Diversified Income Strategy ETF vs Principal Active High Yield ETF

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

DINE is an equity ETF, while YLD is a fixed income ETF. DINE charges 0.15% a year and YLD 0.39%.

  • DINE is an equity fund, while YLD is a fixed income fund. They carry different risk/return profiles.
  • DINE covers emerging markets; YLD covers global markets.
  • DINE costs 0.24% less per year.
  • YLD is much larger than DINE. 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

DINEYLD
Annual cost (TER)0.15%0.39%
Fund size (AUM)$3M$545M
Since20262015
Dividend yield7.29%
Asset classequityfixed income
Regionemerging marketsglobal
Strategyactive selectionactive selection
CAGR 1YN/A+7.3%
CAGR 3YN/A+9.0%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.91
Volatility 1Y4.36%
Max drawdown-1.23%-28.34%

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

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