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ETFT vs YLD

Fundsmith Equity ETF vs Principal Active High Yield ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • ETFT covers north america markets; YLD covers global.
  • ETFT follows a long short strategy; YLD uses multi strategy.

Side-by-side comparison

ETFTYLD
Annual cost (TER)0.39%
Fund size (AUM)$524M
Since2015
Dividend yield7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategylong shortmulti strategy
CAGR 1YN/A+8.3%
CAGR 3YN/A+8.9%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.90
Volatility 1Y4.32%
Max drawdown-14.76%-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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