Screener
YLD vs AMAX
Principal Active High Yield ETF vs Adaptive Hedged Multi-Asset Income ETF
Key differences
- YLD costs 0.97% less per year.
- YLD is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
- YLD follows a multi strategy strategy; AMAX uses option income.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | AMAX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.36% |
| Fund size (AUM) | $524M | $60M |
| Since | 2015 | 2009 |
| Dividend yield | 7.31% | 10.63% |
| Asset class | alternative | alternative |
| Region | global | — |
| Strategy | multi strategy | option income |
| CAGR 1Y | +8.3% | +12.5% |
| CAGR 3Y | +9.0% | +9.4% |
| CAGR 5Y | +5.2% | N/A |
| Sharpe 3Y | 0.91 | 0.60 |
| Volatility 1Y | 4.34% | 10.01% |
| Max drawdown | -28.34% | -16.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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