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EDGF vs YLD

3EDGE Dynamic Fixed Income ETF vs Principal Active High Yield ETF

EDGF

3EDGE Dynamic Fixed Income ETF

Annual cost

0.79%

Fund size

$468M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

Both EDGF and YLD are fixed income ETFs. EDGF charges 0.79% a year and YLD 0.39%. The main difference: YLD costs 0.40% less per year.

  • YLD costs 0.40% less per year.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EDGFYLD
Annual cost (TER)0.79%0.39%
Fund size (AUM)$468M$545M
Since20242015
Dividend yield3.45%7.29%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+3.5%+7.3%
CAGR 3YN/A+9.0%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.91
Volatility 1Y1.91%4.36%
Max drawdown-1.62%-28.34%

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

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