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IG vs YLD

Principal Investment Grade Corporate ETF vs Principal Active High Yield ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • IG costs 0.20% less per year.
  • IG is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • IG follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, YLD has delivered higher annualized returns.

Side-by-side comparison

IGYLD
Annual cost (TER)0.19%0.39%
Fund size (AUM)$179M$524M
Since20182015
Dividend yield5.06%7.31%
Asset classfixed incomealternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1Y+7.0%+8.3%
CAGR 3Y+5.1%+8.9%
CAGR 5Y+0.2%+5.0%
Sharpe 3Y0.270.90
Volatility 1Y4.81%4.32%
Max drawdown-23.17%-28.34%

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

Similar to IG and YLD