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THRO vs YLD

iShares U.S. Thematic Rotation Active ETF vs Principal Active High Yield ETF

THRO

iShares U.S. Thematic Rotation Active ETF

BlackRock

Annual cost

0.57%

Fund size

$8.3B

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.18% less per year.
  • THRO is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • THRO is classified as equity, while YLD is alternative — different risk/return profiles.
  • THRO covers north america markets; YLD covers global.
  • THRO follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, THRO has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THROYLD
Annual cost (TER)0.57%0.39%
Fund size (AUM)$8.3B$524M
Since20212015
Dividend yield0.17%7.31%
Asset classequityalternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+28.9%+8.3%
CAGR 3Y+24.9%+9.0%
CAGR 5YN/A+5.2%
Sharpe 3Y1.260.91
Volatility 1Y13.11%4.34%
Max drawdown-26.55%-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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