Screener
PREF vs YLD
Principal Spectrum Preferred Securities Active ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.16% less per year.
- PREF is classified as fixed income, while YLD is alternative — different risk/return profiles.
- PREF follows a active selection strategy; YLD uses multi strategy.
Side-by-side comparison
| PREF | YLD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.39% |
| Fund size (AUM) | $1.5B | $524M |
| Since | 2017 | 2015 |
| Dividend yield | 5.03% | 7.31% |
| Asset class | fixed income | alternative |
| Region | global | global |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +7.0% | +8.1% |
| CAGR 3Y | +9.8% | +9.1% |
| CAGR 5Y | +3.2% | +5.1% |
| Sharpe 3Y | 1.63 | 0.93 |
| Volatility 1Y | 3.08% | 4.33% |
| Max drawdown | -22.99% | -28.34% |
Similar to PREF and YLD
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