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RFFC vs YLD

ALPS Active Equity Opportunity ETF vs Principal Active High Yield ETF

RFFC

ALPS Active Equity Opportunity ETF

ALPS

Annual cost

0.48%

Fund size

$29M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.09% less per year.
  • YLD is significantly larger than RFFC — larger funds tend to be more liquid and less likely to close.
  • RFFC is classified as equity, while YLD is alternative — different risk/return profiles.
  • RFFC covers north america markets; YLD covers global.
  • RFFC follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, RFFC has delivered higher annualized returns.

Side-by-side comparison

RFFCYLD
Annual cost (TER)0.48%0.39%
Fund size (AUM)$29M$524M
Since20162015
Dividend yield0.74%7.31%
Asset classequityalternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+29.1%+8.3%
CAGR 3Y+21.9%+8.9%
CAGR 5Y+12.6%+5.0%
Sharpe 3Y1.240.90
Volatility 1Y12.11%4.32%
Max drawdown-36.26%-28.34%

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

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