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ISSB vs YLD

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF vs Principal Active High Yield ETF

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

ISSB is an alternative ETF, while YLD is a fixed income ETF. ISSB charges 1.14% a year and YLD 0.39%.

  • ISSB is an alternative fund, while YLD is a fixed income fund. They carry different risk/return profiles.
  • ISSB follows a option income strategy; YLD uses active selection.
  • ISSB covers North America; YLD covers global markets.
  • YLD costs 0.75% less per year.
  • YLD is much larger than ISSB. Larger funds are usually more liquid and less likely to close.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISSBYLD
Annual cost (TER)1.14%0.39%
Fund size (AUM)$2M$545M
Since20262015
Dividend yield7.29%
Asset classalternativefixed income
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1YN/A+6.9%
CAGR 3YN/A+9.1%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.92
Volatility 1Y4.35%
Max drawdown-30.57%-28.34%

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

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