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MSMR vs YLD
McElhenny Sheffield Managed Risk ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.67% less per year.
- YLD is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
- MSMR is classified as equity, while YLD is alternative — different risk/return profiles.
- MSMR covers north america markets; YLD covers global.
- MSMR follows a active selection strategy; YLD uses multi strategy.
- Over the last 3 years, MSMR has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | YLD | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.39% |
| Fund size (AUM) | $166M | $524M |
| Since | 2021 | 2015 |
| Dividend yield | 1.88% | 7.31% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +26.0% | +8.3% |
| CAGR 3Y | +19.8% | +9.0% |
| CAGR 5Y | N/A | +5.2% |
| Sharpe 3Y | 1.35 | 0.91 |
| Volatility 1Y | 12.02% | 4.34% |
| Max drawdown | -14.86% | -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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