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YLD vs APUE

Principal Active High Yield ETF vs ActivePassive U.S. Equity ETF

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

Key differences

  • APUE costs 0.08% less per year.
  • APUE is significantly larger than YLD — larger funds tend to be more liquid and less likely to close.
  • YLD is classified as alternative, while APUE is equity — different risk/return profiles.
  • YLD covers global markets; APUE covers north america.
  • YLD follows a multi strategy strategy; APUE uses active selection.
  • Over the last 3 years, APUE has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

YLDAPUE
Annual cost (TER)0.39%0.31%
Fund size (AUM)$524M$2.4B
Since20152023
Dividend yield7.31%0.79%
Asset classalternativeequity
Regionglobalnorth america
Strategymulti strategyactive selection
CAGR 1Y+8.3%+30.2%
CAGR 3Y+8.9%+22.9%
CAGR 5Y+5.0%N/A
Sharpe 3Y0.901.24
Volatility 1Y4.32%12.36%
Max drawdown-28.34%-18.83%

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

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