Screener
ITOT vs YLD
iShares Core S&P Total U.S. Stock Market ETF vs Principal Active High Yield ETF
Key differences
ITOT is an equity ETF, while YLD is an alternative ETF. ITOT charges 0.03% a year and YLD 0.39%.
- ITOT is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
- ITOT follows a index tracking strategy; YLD uses multi strategy.
- ITOT covers North America; YLD covers global markets.
- ITOT costs 0.36% less per year.
- ITOT is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ITOT has delivered higher annualized returns.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ITOT | YLD | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.39% |
| Fund size (AUM) | $93.4B | $545M |
| Since | 2004 | 2015 |
| Dividend yield | 0.98% | 7.29% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +25.3% | +6.9% |
| CAGR 3Y | +22.2% | +9.1% |
| CAGR 5Y | +12.3% | +4.9% |
| Sharpe 3Y | 1.16 | 0.92 |
| Volatility 1Y | 12.51% | 4.35% |
| Max drawdown | -35.00% | -28.34% |
Similar to ITOT and YLD
Explore further