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PQDI vs YLD

Principal Spectrum Preferred and Income ETF vs Principal Active High Yield ETF

PQDI

Principal Spectrum Preferred and Income ETF

Annual cost

0.60%

Fund size

$69M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.21% less per year.
  • YLD is significantly larger than PQDI — larger funds tend to be more liquid and less likely to close.
  • PQDI covers north america markets; YLD covers global.
  • PQDI follows a option income strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PQDIYLD
Annual cost (TER)0.60%0.39%
Fund size (AUM)$69M$524M
Since20202015
Dividend yield5.17%7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategyoption incomemulti strategy
CAGR 1Y+7.8%+8.1%
CAGR 3Y+9.7%+9.1%
CAGR 5Y+3.4%+5.1%
Sharpe 3Y1.810.93
Volatility 1Y3.21%4.33%
Max drawdown-17.42%-28.34%

Similar to PQDI and YLD