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FMKT vs YLD

The Free Markets ETF vs Principal Active High Yield ETF

FMKT

The Free Markets ETF

Free Markets ETF

Annual cost

0.76%

Fund size

$15M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.37% less per year.
  • YLD is significantly larger than FMKT — larger funds tend to be more liquid and less likely to close.
  • FMKT is classified as equity, while YLD is alternative — different risk/return profiles.
  • FMKT covers north america markets; YLD covers global.
  • FMKT follows a active selection strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMKTYLD
Annual cost (TER)0.76%0.39%
Fund size (AUM)$15M$524M
Since20252015
Dividend yield7.31%
Asset classequityalternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1YN/A+8.3%
CAGR 3YN/A+9.0%
CAGR 5YN/A+5.2%
Sharpe 3YN/A0.91
Volatility 1Y4.34%
Max drawdown-17.79%-28.34%

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

Similar to FMKT and YLD