Screener
MDIV vs YLD
Multi-Asset Diversified Income Index Fund vs Principal Active High Yield ETF
Key differences
- YLD costs 0.32% less per year.
- MDIV is classified as mixed asset, while YLD is alternative — different risk/return profiles.
- MDIV follows a index tracking strategy; YLD uses multi strategy.
- Over the last 3 years, MDIV has delivered higher annualized returns.
Side-by-side comparison
| MDIV | YLD | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.39% |
| Fund size (AUM) | $417M | $524M |
| Since | 2012 | 2015 |
| Dividend yield | 6.13% | 7.31% |
| Asset class | mixed asset | alternative |
| Region | — | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +13.2% | +8.3% |
| CAGR 3Y | +12.1% | +9.0% |
| CAGR 5Y | +6.4% | +5.2% |
| Sharpe 3Y | 0.92 | 0.91 |
| Volatility 1Y | 6.71% | 4.34% |
| Max drawdown | -48.50% | -28.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MDIV and YLD
Explore further