Screener
XCOR vs YLD
Fundx ETF vs Principal Active High Yield ETF
Key differences
XCOR is an equity ETF, while YLD is a fixed income ETF. XCOR charges 1.15% a year and YLD 0.39%.
- XCOR is an equity fund, while YLD is a fixed income fund. They carry different risk/return profiles.
- YLD costs 0.76% less per year.
- Over the last three years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | YLD | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.39% |
| Fund size (AUM) | $193M | $545M |
| Since | 2001 | 2015 |
| Dividend yield | 0.38% | 7.29% |
| Asset class | equity | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.1% | +7.3% |
| CAGR 3Y | +22.5% | +9.0% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 1.06 | 0.91 |
| Volatility 1Y | 13.61% | 4.36% |
| Max drawdown | -22.54% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.