Screener
IVV vs YLD
iShares Core S&P 500 ETF vs Principal Active High Yield ETF
Key differences
IVV is an equity ETF, while YLD is an alternative ETF. IVV charges 0.03% a year and YLD 0.39%.
- IVV is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
- IVV follows a index tracking strategy; YLD uses multi strategy.
- IVV covers North America; YLD covers global markets.
- IVV costs 0.36% less per year.
- IVV is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVV | YLD | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.39% |
| Fund size (AUM) | $854.9B | $545M |
| Since | 2000 | 2015 |
| Dividend yield | 1.06% | 7.29% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +25.3% | +6.9% |
| CAGR 3Y | +22.5% | +9.1% |
| CAGR 5Y | +13.5% | +4.9% |
| Sharpe 3Y | 1.20 | 0.92 |
| Volatility 1Y | 12.10% | 4.35% |
| Max drawdown | -33.90% | -28.34% |
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