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SCSB vs YLD

Sterling Capital Short Duration Bond ETF vs Principal Active High Yield ETF

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • SCSB costs 0.06% less per year.
  • YLD is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • SCSB is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • SCSB covers north america markets; YLD covers global.
  • SCSB follows a active selection strategy; YLD uses multi strategy.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCSBYLD
Annual cost (TER)0.33%0.39%
Fund size (AUM)$33M$524M
Since19922015
Dividend yield4.35%7.31%
Asset classfixed incomealternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1YN/A+8.3%
CAGR 3YN/A+9.0%
CAGR 5YN/A+5.2%
Sharpe 3YN/A0.91
Volatility 1Y4.34%
Max drawdown-0.60%-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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