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RLY vs YLD

State Street Multi-Asset Real Return ETF vs Principal Active High Yield ETF

RLY

State Street Multi-Asset Real Return ETF

Annual cost

0.50%

Fund size

$1.2B

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

Both RLY and YLD are fixed income ETFs. RLY charges 0.50% a year and YLD 0.39%. The main difference: YLD costs 0.11% less per year.

  • YLD costs 0.11% less per year.
  • Over the last three years, RLY has delivered higher annualized returns.

Side-by-side comparison

RLYYLD
Annual cost (TER)0.50%0.39%
Fund size (AUM)$1.2B$545M
Since20122015
Dividend yield2.89%7.29%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+26.9%+7.1%
CAGR 3Y+14.1%+8.8%
CAGR 5Y+9.9%+4.9%
Sharpe 3Y0.900.87
Volatility 1Y10.35%4.35%
Max drawdown-34.17%-28.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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