Screener
PGX vs YLD
Invesco Preferred ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.11% less per year.
- PGX is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
- PGX is classified as fixed income, while YLD is alternative — different risk/return profiles.
- PGX covers north america markets; YLD covers global.
- PGX follows a index tracking strategy; YLD uses multi strategy.
- Over the last 3 years, YLD has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGX | YLD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $3.9B | $524M |
| Since | 2008 | 2015 |
| Dividend yield | 6.16% | 7.31% |
| Asset class | fixed income | alternative |
| Region | north america | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +6.9% | +8.1% |
| CAGR 3Y | +5.9% | +9.1% |
| CAGR 5Y | -0.4% | +5.1% |
| Sharpe 3Y | 0.29 | 0.93 |
| Volatility 1Y | 6.09% | 4.33% |
| Max drawdown | -34.10% | -28.34% |
Similar to PGX and YLD
Explore further