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RPHS vs YLD

Regents Park Hedged Market Strategy ETF vs Principal Active High Yield ETF

RPHS

Regents Park Hedged Market Strategy ETF

Annual cost

0.75%

Fund size

$56M

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

Key differences

RPHS is an alternative ETF, while YLD is a fixed income ETF. RPHS charges 0.75% a year and YLD 0.39%.

  • RPHS is an alternative fund, while YLD is a fixed income fund. They carry different risk/return profiles.
  • RPHS covers North America; YLD covers global markets.
  • YLD costs 0.36% less per year.
  • YLD is much larger than RPHS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RPHS has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RPHSYLD
Annual cost (TER)0.75%0.39%
Fund size (AUM)$56M$545M
Since20222015
Dividend yield2.76%7.29%
Asset classalternativefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+15.5%+7.1%
CAGR 3Y+14.2%+8.8%
CAGR 5YN/A+4.9%
Sharpe 3Y0.920.87
Volatility 1Y10.71%4.35%
Max drawdown-15.77%-28.34%

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

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