Screener
IYLD vs YLD
iShares Morningstar Multi-Asset Income ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.11% less per year.
- YLD is significantly larger than IYLD — larger funds tend to be more liquid and less likely to close.
- IYLD is classified as mixed asset, while YLD is alternative — different risk/return profiles.
- IYLD follows a active selection strategy; YLD uses multi strategy.
- Over the last 3 years, IYLD has delivered higher annualized returns.
Side-by-side comparison
| IYLD | YLD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $129M | $524M |
| Since | 2012 | 2015 |
| Dividend yield | 4.55% | 7.31% |
| Asset class | mixed asset | alternative |
| Region | — | global |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +14.3% | +8.3% |
| CAGR 3Y | +10.9% | +8.9% |
| CAGR 5Y | +3.6% | +5.0% |
| Sharpe 3Y | 1.10 | 0.90 |
| Volatility 1Y | 5.76% | 4.32% |
| Max drawdown | -30.23% | -28.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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