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WZRD vs YLD

Opportunistic Trader ETF vs Principal Active High Yield ETF

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.61% less per year.
  • YLD is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • WZRD covers north america markets; YLD covers global.
  • WZRD follows a structured outcome strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WZRDYLD
Annual cost (TER)1.00%0.39%
Fund size (AUM)$4M$524M
Since20252015
Dividend yield7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategystructured outcomemulti strategy
CAGR 1YN/A+8.3%
CAGR 3YN/A+8.9%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.90
Volatility 1Y4.32%
Max drawdown-71.81%-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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