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YEAR vs YLD

AB Ultra Short Income ETF vs Principal Active High Yield ETF

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YEAR costs 0.14% less per year.
  • YEAR is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • YEAR follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, YLD has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YEARYLD
Annual cost (TER)0.25%0.39%
Fund size (AUM)$1.5B$524M
Since20222015
Dividend yield4.21%7.31%
Asset classfixed incomealternative
Regionglobal
Strategyactive selectionmulti strategy
CAGR 1Y+4.0%+8.3%
CAGR 3Y+5.0%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y1.270.90
Volatility 1Y0.77%4.32%
Max drawdown-0.79%-28.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to YEAR and YLD