Skip to content
Beacon
Screener

DYLD vs YLD

LeaderShares Dynamic Yield ETF vs Principal Active High Yield ETF

DYLD

LeaderShares Dynamic Yield ETF

Redwood Investment Management, LLC

Annual cost

0.75%

Fund size

$40M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.36% less per year.
  • YLD is significantly larger than DYLD — larger funds tend to be more liquid and less likely to close.
  • DYLD is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • DYLD 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

DYLDYLD
Annual cost (TER)0.75%0.39%
Fund size (AUM)$40M$524M
Since20212015
Dividend yield4.37%7.31%
Asset classfixed incomealternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1Y+4.0%+8.3%
CAGR 3Y+4.3%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y0.210.90
Volatility 1Y2.54%4.32%
Max drawdown-15.03%-28.34%

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

Similar to DYLD and YLD