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LDSF vs YLD

First Trust Low Duration Strategic Focus ETF vs Principal Active High Yield ETF

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.38% less per year.
  • YLD is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • LDSF is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • LDSF follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, YLD has delivered higher annualized returns.

Side-by-side comparison

LDSFYLD
Annual cost (TER)0.77%0.39%
Fund size (AUM)$160M$524M
Since20192015
Dividend yield4.61%7.31%
Asset classfixed incomealternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1Y+5.4%+8.3%
CAGR 3Y+5.4%+9.0%
CAGR 5Y+2.4%+5.2%
Sharpe 3Y0.630.91
Volatility 1Y2.06%4.34%
Max drawdown-8.56%-28.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LDSF and YLD