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PPI vs YLD

Astoria Real Asset ETF vs Principal Active High Yield ETF

PPI

Astoria Real Asset ETF

AXS

Annual cost

0.58%

Fund size

$159M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.19% less per year.
  • YLD is significantly larger than PPI — larger funds tend to be more liquid and less likely to close.
  • PPI covers north america markets; YLD covers global.
  • PPI follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, PPI has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PPIYLD
Annual cost (TER)0.58%0.39%
Fund size (AUM)$159M$524M
Since20212015
Dividend yield1.00%7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+42.7%+8.3%
CAGR 3Y+22.7%+9.0%
CAGR 5YN/A+5.2%
Sharpe 3Y1.110.91
Volatility 1Y15.78%4.34%
Max drawdown-24.54%-28.34%

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

Similar to PPI and YLD