Screener
IYY vs YLD
iShares Dow Jones U.S. ETF vs Principal Active High Yield ETF
Key differences
IYY is an equity ETF, while YLD is an alternative ETF. IYY charges 0.20% a year and YLD 0.39%.
- IYY is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
- IYY follows a index tracking strategy; YLD uses multi strategy.
- IYY covers North America; YLD covers global markets.
- IYY costs 0.19% less per year.
- IYY is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IYY has delivered higher annualized returns.
- IYY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYY | YLD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.39% |
| Fund size (AUM) | $3.0B | $545M |
| Since | 2000 | 2015 |
| Dividend yield | 0.87% | 7.29% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +24.6% | +6.9% |
| CAGR 3Y | +22.2% | +9.1% |
| CAGR 5Y | +12.5% | +4.9% |
| Sharpe 3Y | 1.17 | 0.92 |
| Volatility 1Y | 12.31% | 4.35% |
| Max drawdown | -34.90% | -28.34% |
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