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FCUS vs YLD

Pinnacle Focused Opportunities ETF vs Principal Active High Yield ETF

FCUS

Pinnacle Focused Opportunities ETF

Annual cost

0.80%

Fund size

$94M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

FCUS is an equity ETF, while YLD is a fixed income ETF. FCUS charges 0.80% a year and YLD 0.39%.

  • FCUS is an equity fund, while YLD is a fixed income fund. They carry different risk/return profiles.
  • FCUS covers North America; YLD covers global markets.
  • YLD costs 0.41% less per year.
  • YLD is much larger than FCUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FCUS has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FCUSYLD
Annual cost (TER)0.80%0.39%
Fund size (AUM)$94M$545M
Since20222015
Dividend yield0.95%7.29%
Asset classequityfixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+83.3%+6.7%
CAGR 3Y+35.5%+8.9%
CAGR 5YN/A+4.9%
Sharpe 3Y1.010.90
Volatility 1Y34.79%4.35%
Max drawdown-39.89%-28.34%

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

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