Screener
RWL vs YLD
Invesco S&P 500 Revenue ETF vs Principal Active High Yield ETF
Key differences
RWL is an equity ETF, while YLD is an alternative ETF. RWL charges 0.39% a year and YLD 0.39%.
- RWL is an equity fund, while YLD is an alternative fund. They carry different risk/return profiles.
- RWL follows a index tracking strategy; YLD uses multi strategy.
- RWL covers North America; YLD covers global markets.
- RWL is much larger than YLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RWL has delivered higher annualized returns.
- RWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWL | YLD | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.39% |
| Fund size (AUM) | $9.1B | $545M |
| Since | 2008 | 2015 |
| Dividend yield | 1.24% | 7.29% |
| Asset class | equity | alternative |
| Region | north america | global |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +27.5% | +6.9% |
| CAGR 3Y | +21.1% | +9.1% |
| CAGR 5Y | +13.1% | +4.9% |
| Sharpe 3Y | 1.33 | 0.92 |
| Volatility 1Y | 10.11% | 4.35% |
| Max drawdown | -36.04% | -28.34% |
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