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GDE vs YLD

WisdomTree Efficient Gold Plus Equity Strategy Fund vs Principal Active High Yield ETF

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

GDE is a mixed asset ETF, while YLD is a fixed income ETF. GDE charges 0.20% a year and YLD 0.39%.

  • GDE is a mixed asset fund, while YLD is a fixed income fund. They carry different risk/return profiles.
  • GDE covers North America; YLD covers global markets.
  • GDE costs 0.19% less per year.
  • Over the last three years, GDE has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDEYLD
Annual cost (TER)0.20%0.39%
Fund size (AUM)$595M$545M
Since20222015
Dividend yield3.83%7.29%
Asset classmixed assetfixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+43.2%+7.3%
CAGR 3Y+44.0%+9.0%
CAGR 5YN/A+4.9%
Sharpe 3Y1.430.91
Volatility 1Y29.88%4.36%
Max drawdown-32.01%-28.34%

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

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