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PBUS vs YLD

Invesco MSCI USA ETF vs Principal Active High Yield ETF

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

PBUS is an equity ETF, while YLD is an alternative ETF. PBUS charges 0.04% a year and YLD 0.39%.

  • PBUS is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
  • PBUS follows a index tracking strategy; YLD uses multi strategy.
  • PBUS covers North America; YLD covers global markets.
  • PBUS costs 0.35% less per year.
  • PBUS is much larger than YLD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PBUS has delivered higher annualized returns.

Side-by-side comparison

PBUSYLD
Annual cost (TER)0.04%0.39%
Fund size (AUM)$11.4B$545M
Since20172015
Dividend yield0.98%7.29%
Asset classequityalternative
Regionnorth americaglobal
Strategyindex trackingmulti strategy
CAGR 1Y+24.6%+6.9%
CAGR 3Y+22.6%+9.1%
CAGR 5Y+13.1%+4.9%
Sharpe 3Y1.190.92
Volatility 1Y12.39%4.35%
Max drawdown-33.15%-28.34%

Similar to PBUS and YLD