Screener
RWK vs YLD
Invesco S&P MidCap 400 Revenue ETF vs Principal Active High Yield ETF
Key differences
RWK is an equity ETF, while YLD is an alternative ETF. RWK charges 0.39% a year and YLD 0.39%.
- RWK is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
- RWK follows a index tracking strategy; YLD uses multi strategy.
- RWK covers North America; YLD covers global markets.
- Over the last three years, RWK has delivered higher annualized returns.
- RWK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWK | YLD | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.39% |
| Fund size (AUM) | $1.2B | $545M |
| Since | 2008 | 2015 |
| Dividend yield | 1.14% | 7.29% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +27.3% | +6.9% |
| CAGR 3Y | +19.3% | +9.1% |
| CAGR 5Y | +10.5% | +4.9% |
| Sharpe 3Y | 0.84 | 0.92 |
| Volatility 1Y | 16.68% | 4.35% |
| Max drawdown | -46.20% | -28.34% |
Similar to RWK and YLD
Explore further