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YLD vs APMU

Principal Active High Yield ETF vs ActivePassive Intermediate Municipal Bond ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

APMU

ActivePassive Intermediate Municipal Bond ETF

Active Passive Funds

Annual cost

0.35%

Fund size

$224M

Key differences

  • YLD is classified as alternative, while APMU is fixed income — different risk/return profiles.
  • YLD covers global markets; APMU covers north america.
  • YLD follows a multi strategy strategy; APMU uses active selection.
  • 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

YLDAPMU
Annual cost (TER)0.39%0.35%
Fund size (AUM)$524M$224M
Since20152023
Dividend yield7.31%2.64%
Asset classalternativefixed income
Regionglobalnorth america
Strategymulti strategyactive selection
CAGR 1Y+8.3%+3.9%
CAGR 3Y+8.9%+2.5%
CAGR 5Y+5.0%N/A
Sharpe 3Y0.90-0.37
Volatility 1Y4.32%2.35%
Max drawdown-28.34%-4.39%

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

Similar to YLD and APMU